Client Onboarding & Governance Analyst

Eden Scott; City of Edinburgh; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading investment firm seeks a Client Onboarding & Governance Analyst for a crucial hybrid role in Edinburgh. This position involves maintaining investment management agreements, liaising with stakeholders, and enhancing governance processes in a collaborative team environment. Ideal candidates will have experience in asset management, strong communication, and attention to detail.

Benefits

Collaborative and inclusive team environment

Exposure to a wide range of asset classes

Opportunity for process improvements

Qualifications

• Proven experience in client governance within asset/investment management.
• Strong knowledge of Investment Management Agreements and regulatory frameworks.
• Ability to meet time-sensitive deadlines.

Responsibilities

• Review and maintain client contractual documentation.
• Liaison between internal stakeholders and external clients.
• Track client governance deliverables for reviews and audits.

Skills

Stakeholder management

Communication skills

Attention to detail

Organisational skills

Job description

Eden Scott's Client is seeking Client Onboarding & Governance Analyst for 12 months contract and based in Edinburgh. The role is hybrid 3 days in the office and 2 days working from home

As a Client onboarding & Governance Analyst, you will play a vital role in ensuring our investment management agreements (IMAs) and related client documentation are accurately maintained, reviewed, and aligned with regulatory requirements and internal policies. You will act as a liaison between internal stakeholders-including Legal, Compliance, and Client Services-and external clients to ensure a seamless governance framework.

Key Responsibilities:

Review, update, and maintain IMA and client contractual documentation.
Work closely with Legal and Compliance to ensure contractual terms meet regulatory standards and firm policies.
Support the onboarding of new clients and the amendment process for existing agreements.
Coordinate with Investment, Risk, and Operations teams to ensure contractual obligations are understood and implemented.
Track key client governance deliverables and assist in preparing for client reviews, audits, and governance meetings.
Contribute to the enhancement of client governance processes and documentation control.

Skills & Experience Required:

Proven experience in client governance or a similar function within asset/investment management.
Strong working knowledge of Investment Management Agreements (IMAs), pooled fund documentation, and side letters.
Familiarity with regulatory frameworks (FCA, MiFID II, UCITS/AIFMD).
Excellent stakeholder management and communication skills.
High attention to detail with strong organisational and documentation management abilities.
Ability to work independently and meet time-sensitive deadlines.

What our client is offering:

Work with a highly regarded investment firm at the heart of client relationship management.
Join a collaborative and inclusive team environment.
Gain exposure to a wide range of asset classes and institutional clients.
Opportunity to contribute to process improvements in a high-impact governance role.

ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND ARE BASED IN SCOTLAND
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at [e-mail] and we will make sure the most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent. Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.