Client Onboarding Analyst

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading asset management firm is looking for an experienced Client Onboarding Analyst to join their Edinburgh office on a 12-month fixed term contract. This role involves managing onboarding processes, client agreements, and conducting due diligence to ensure seamless client transitions. Ideal candidates will have prior experience in asset management and strong KYC skills.

Qualifications

• Prior experience in asset management or servicing firms.
• Experience with investment management and distribution agreements.
• First-hand experience of onboarding pooled and segregated clients.

Responsibilities

• Manage transition types for mandate clients and pooled fund clients.
• Key point of contact for client onboarding activity.
• Review and amend investment management agreements.

Skills

Asset Management Experience

KYC Checks

Client Onboarding

Due Diligence

Job description

Job Description:

Our client, a global asset management firm, is seeking an experienced Client Onboarding Analyst to join their Edinburgh team on a 12-month fixed term contract basis.

Essential Skills/Experience:

• Prior experience working within asset management or asset servicing firm.
• Experience reviewing investment management agreements, platform agreements, rebate agreements and/or distribution agreements.
• Experience in initial and ongoing AML/KYC checks.
• First-hand experience of onboarding pooled and/or segregated clients.

Core Responsibilities:

• Manage all transition types for mandate clients and pooled fund clients, as well as ensuring smooth exit process when clients terminate their mandate/investment for the firm.
• Key point of contact for client on-boarding activity.
• Manage the investment management agreement review and amendment process.
• Manage the distribution agreement, platform agreement, rebate agreement and terms of business process.
• Ensure operational client on-boarding is delivered.
• Conducting due diligence on clients to assess potential risk.
• Ensure all client-side letters are managed in accordance with established processes.
• Reviewing and verifying client identification and documentation.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16108

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDCAS