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- Tasks: Join us as a Client Onboarding & Governance Analyst, ensuring smooth client documentation and compliance.
- Company: Eden Scott partners with a top investment firm focused on client relationship management.
- Benefits: Enjoy a hybrid work model, collaborative team culture, and exposure to diverse asset classes.
- Why this job: Make an impact in governance while working with industry experts in a supportive environment.
- Qualifications: Experience in client governance or investment management is essential; strong communication skills required.
- Other info: This role is based in Edinburgh; only applicants from Scotland will be considered.
The predicted salary is between 36000 - 60000 £ 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.
- 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 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.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Client Onboarding
✨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 any discussions.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who have experience in client governance roles. Engaging with them can provide valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss your previous experiences with Investment Management Agreements (IMAs) and how you've ensured compliance with regulatory standards. Being able to share specific examples will showcase your relevant skills and make you a more attractive candidate.
✨Tip Number 4
Demonstrate your organisational skills by preparing a mock governance framework or process improvement plan related to client onboarding. Presenting this during interviews can highlight your proactive approach and problem-solving abilities.
We think you need these skills to ace Investment Client Onboarding
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 and your familiarity with regulatory standards 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.
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 where you've reviewed or maintained these documents, as this will demonstrate your expertise in the field.
✨Familiarise Yourself with Regulatory Frameworks
Brush up on relevant regulatory frameworks such as FCA, MiFID II, and UCITS/AIFMD. Being able to articulate how these regulations impact client onboarding and governance will show that you are well-prepared and knowledgeable about the industry standards.
✨Highlight Your Stakeholder Management Skills
Prepare to discuss your experience in managing relationships with various stakeholders, including Legal, Compliance, and Client Services. Share specific instances where your communication skills helped resolve issues or improve processes, as this is crucial for the role.
✨Demonstrate Attention to Detail
Since the role requires high attention to detail, be ready to provide examples of how you've successfully managed documentation and ensured accuracy in your previous roles. This could include discussing any systems or methods you use to stay organised and meet deadlines.
