At a Glance
- Tasks: Manage client documentation and ensure compliance with regulations while liaising with various teams.
- Company: Join a respected investment firm focused on client relationship management in Edinburgh.
- Benefits: Enjoy a hybrid work model, collaborative team culture, and opportunities for process improvement.
- Other info: This role is for 12 months and requires applicants to be based in Scotland.
- Why this job: Make a real impact in governance while gaining exposure to diverse asset classes and clients.
- Qualifications: Experience in client governance or asset management, with strong communication and organisational skills required.
The predicted salary is between 28800 - 43200 £ per year.
Eden Scott's Client is seeking a Client Onboarding & Governance Analyst for 12 months, based in Edinburgh. The role is hybrid, with 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.
- 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.
PLEASE 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 Karen.kerr@edenscott.com 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.
Client Onboarding & Governance Analyst 12 Months in Edinburgh employer: Eden Scott
Eden Scott is an exceptional employer, offering a dynamic hybrid work environment in Edinburgh that fosters collaboration and inclusivity. As a Client Onboarding & Governance Analyst, you will not only engage with a highly regarded investment firm but also have the opportunity to enhance your skills through exposure to diverse asset classes and institutional clients, all while contributing to meaningful process improvements in governance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding & Governance Analyst 12 Months in Edinburgh
✨Tip Number 1
Familiarise yourself with the specific regulatory frameworks mentioned in the job description, such as FCA, MiFID II, and UCITS/AIFMD. This knowledge will not only help you understand the role better but also demonstrate your commitment and expertise during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who have experience in client governance. Engaging with industry contacts can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss your experience with Investment Management Agreements (IMAs) and how you've successfully managed client documentation in previous roles. Be ready to share specific examples that highlight your attention to detail and organisational skills.
✨Tip Number 4
Research the company culture and values of the investment firm you're applying to. Understanding their approach to client relationship management will allow you to tailor your responses in interviews and show that you're a good fit for their team.
We think you need these skills to ace Client Onboarding & Governance Analyst 12 Months in Edinburgh
Some tips for your application 🫡
Understand the Role:Before applying, make sure you fully understand the responsibilities of a Client Onboarding & Governance Analyst. Familiarise yourself with investment management agreements (IMAs) and the regulatory frameworks mentioned in the job description.
Tailor Your CV:Highlight your relevant experience in client governance or similar roles within asset/investment management. Emphasise your knowledge of IMAs, pooled fund documentation, and any familiarity with regulatory frameworks like FCA and MiFID II.
Craft a Strong Cover Letter:Write a compelling cover letter that showcases your communication skills and attention to detail. Explain why you're a great fit for the role and how your background aligns with the company's needs and values.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and that your documents reflect your best professional self.
How to prepare for a job interview at Eden Scott
✨Know Your IMAs Inside Out
Make sure you have a solid understanding of Investment Management Agreements (IMAs) and related documentation. Be prepared to discuss specific examples from your experience and how you've ensured compliance with regulatory standards.
✨Showcase Your Stakeholder Management Skills
Highlight your experience in liaising with various internal teams like Legal, Compliance, and Client Services. Prepare examples that demonstrate your ability to communicate effectively and manage relationships with different stakeholders.
✨Demonstrate Attention to Detail
Since this role requires high attention to detail, be ready to discuss how you ensure accuracy in documentation and governance processes. You might want to share specific instances where your meticulousness made a difference.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle time-sensitive deadlines. Think of scenarios where you successfully managed client onboarding or resolved governance issues, and be ready to explain your thought process.
