Client Onboarding Analyst

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.

• 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.

• 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.

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

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