Commerce Alliance Holdings Limited is in search of a Finance Manager possessing robust expertise in portfolio and asset management to spearhead financial strategy formulation, investment supervision, and the enhancement of capital performance.
This position bridges finance and investments, overseeing the management of investor funds, maximizing portfolio performance, facilitating capital acquisition efforts, and upholding rigorous financial oversight across all investment structures.
The successful applicant demonstrates strong analytical skills and a commercial mindset, capable of converting financial data into strategic investment choices.
Oversee and execute critical operational duties to ensure seamless business functions. Develop and implement strategic initiatives that drive productivity and efficiency. Collaborate with cross-functional teams to align projects with organizational objectives and enhance performance metrics. Monitor processes to identify opportunities for improvement and implement corrective actions as needed. Maintain compliance with industry regulations and internal policies while fostering a culture of accountability and continuous improvement. Provide leadership and mentorship to team members to cultivate talent and support career development.
We oversee the strategic management and growth of client portfolios and investment assets, ensuring alignment with their financial objectives and risk tolerance. This role demands a deep understanding of financial markets, asset allocation, and performance evaluation to optimize returns while mitigating risk. Key responsibilities include developing tailored investment strategies, conducting comprehensive market research, and regularly reviewing portfolio performance to recommend adjustments as needed. The ideal candidate will possess strong analytical skills, proficiency in financial modeling, and a proven track record in investment management, along with relevant certifications such as CFA or CFP. Exceptional communication abilities are essential to articulate investment strategies and provide clear, actionable insights to clients and stakeholders.
Responsible for directing and administering investment portfolios spanning various asset classes, including fixed income, equities, alternative investments, and internal ventures.
Devise and execute portfolio allocation strategies with the goal of enhancing risk-adjusted returns.
Perform comprehensive investment evaluations, develop detailed financial models, and execute thorough due diligence on emerging opportunities.
Monitor and evaluate portfolio performance in comparison to established benchmarks and predetermined return objectives, providing timely and accurate reports.
Support the development and oversight of investment product frameworks, including Penny vest, ensuring their effective structure and ongoing management.
The position involves overseeing financial planning and control functions, ensuring accurate budgeting, forecasting, and financial reporting. Responsibilities include analyzing financial data, identifying trends, and providing strategic recommendations to senior management. The role requires proficiency in financial software, strong analytical skills, and the ability to manage multiple projects simultaneously. Additionally, the incumbent will collaborate with cross-functional teams to align financial objectives with organizational goals and ensure compliance with regulatory standards. A degree in finance, accounting, or a related field, along with relevant certifications, is preferred.
Drive financial strategy by spearheading budgeting, forecasting, and strategic planning initiatives across the organization and investment vehicles.
Oversee liquidity management, cash flow optimization, and capital allocation initiatives to ensure financial stability and growth.
Compile financial statements on a monthly, quarterly, and annual basis to support both internal decision-making and external investor communications.
Verify that all financial data is accurate, complete, and delivered in a timely manner while maintaining strict integrity throughout the process.
Seeking a seasoned professional to lead capital acquisition initiatives and cultivate robust relationships with stakeholders and investors. The role entails securing essential funding, overseeing investor communications, and ensuring alignment with organizational financial objectives. Candidates must possess a proven track record in capital markets, strong interpersonal skills, and the ability to articulate investment opportunities persuasively. Responsibilities include negotiating terms, managing investor portfolios, and maintaining transparent, high-level engagement to drive sustained growth and stakeholder confidence.
Facilitate capital formation efforts by organizing and executing investment galas and investor roadshows.
Construct detailed financial models and generate accurate return projections specifically tailored for investor presentations.
Compile investor reports, deliver updates, and develop performance dashboards to effectively track and communicate financial metrics and investment progress to stakeholders.
Assist in developing investment products tailored to appeal to institutional investors and high net worth individuals (His).
Risk Management & Compliance professionals ensure adherence to regulatory standards while identifying and mitigating organizational risks. They develop and implement robust risk management frameworks, monitor compliance with legal and industry requirements, and conduct thorough risk assessments. Responsibilities include creating policies to address potential vulnerabilities, performing internal audits, and collaborating with departments to foster a culture of compliance. Strong analytical skills, attention to detail, and a deep understanding of regulatory environments are essential. Proficiency in risk assessment tools and compliance software is often required, along with the ability to communicate findings clearly to stakeholders at all levels.
Identify, evaluate, and mitigate financial and investment risks for assigned portfolios.
Ensure adherence to all applicable regulatory mandates as well as established internal investment guidelines and protocols.
Implement and maintain robust internal controls and governance frameworks to ensure compliance with regulatory standards and organizational policies while mitigating risks and enhancing operational efficiency.
Analyze macroeconomic indicators and market dynamics to assess their influence on asset performance.
Crafts financial strategies and drives organizational growth through meticulous analysis and planning. Develops and implements financial models, forecasts, and budgets to support executive decision-making and long-term objectives. Collaborates with cross-functional teams to identify opportunities for revenue enhancement, cost optimization, and operational efficiency. Ensures compliance with regulatory standards and financial reporting requirements while maintaining accurate and timely financial records. Analyzes market trends, competitive dynamics, and key performance indicators to inform strategic initiatives and investment decisions.
Deliver strategic financial analysis to inform and shape high-level executive decisions and drive the organization’s growth initiatives.
Evaluate innovative business prospects, potential collaborations, and diverse asset classes to identify strategic growth avenues and enhance portfolio diversification.
Provide assistance with mergers and acquisitions, joint venture formations, and market expansion efforts.
Enhance capital efficiency and maximize return on investment across all portfolio holdings.
Fostering effective partnerships with stakeholders and team members is essential to ensure alignment, transparency, and successful project outcomes. This role requires proactive engagement with internal and external partners to gather requirements, address concerns, and facilitate seamless communication across all levels. Strong interpersonal and negotiation skills are necessary to build consensus, resolve conflicts, and maintain productive working relationships. Additionally, the position demands a collaborative mindset to support cross-functional initiatives and drive collective goals forward with efficiency and clarity.
Collaborate effectively with senior leadership, product groups, and operational teams to drive strategic alignment and operational excellence.
Oversee communications and collaborations with auditors, regulatory bodies, custodians, and financial institutions to ensure alignment with organizational goals and compliance standards.
Facilitate the development and enhancement of a high-performing finance and investment team to drive operational excellence and strategic growth initiatives.
Requirements
A bachelor’s degree in finance, accounting, economics, or a closely related discipline is required.
With a minimum of five to seven years of professional experience in finance, asset management, investment banking, or a closely related discipline, the ideal candidate will possess a solid foundation in financial principles and practices.
Accomplished professionals with a track record of overseeing or evaluating investment portfolios are encouraged to apply.
Proven expertise in financial modelling, valuation methodologies, and portfolio analysis is essential.
Proficiency in capital raising initiatives or positions involving direct engagement with investors presents a significant competitive edge.
Professional certifications including ICAN, CFA, ARCA, or CPA are strongly preferred.
Proven ability to collaborate effectively within cross-functional teams to achieve shared objectives. Proficiency in leveraging analytical tools and methodologies to solve complex problems. Strong organizational skills with the capacity to manage multiple priorities in fast-paced environments. Excellent communication skills, both written and verbal, to convey ideas clearly and persuasively. Demonstrated expertise in [specific industry/tool/process] to drive operational efficiency. Adaptability to evolving business needs and changing market conditions. Leadership qualities that inspire and motivate team members toward common goals. Familiarity with [relevant software, frameworks, or standards] to streamline workflows and enhance productivity. Commitment to continuous learning and professional development to stay ahead of industry trends. Passion for delivering high-quality results while maintaining a customer-centric approach.
Proficient in asset and portfolio management principles, with a strong command of fundamental concepts and strategic frameworks. Demonstrates expertise in optimizing investment performance while balancing risk and return objectives. Applies advanced analytical techniques to evaluate asset allocation, diversification strategies, and performance benchmarks. Capable of aligning portfolio decisions with organizational goals and regulatory requirements.
Proven proficiency in analytical reasoning and quantitative analysis is required.
Commercial awareness and a keen understanding of investment principles are essential for this role. Candidates must demonstrate a strong grasp of market trends, financial strategies, and economic factors that influence business decisions. Additionally, the ability to analyze investment opportunities, assess risk, and evaluate financial performance is critical to success in this position.
Conducting thorough risk evaluations and implementing strategic measures to mitigate potential threats constitutes a key responsibility of this role.
Proven ability to articulate ideas clearly and present complex information concisely, along with a strong aptitude for developing and delivering investor-facing reports.
Maintains a strong commitment to ethical standards and financial accountability.
The position will be evaluated based on key performance indicators (KPIs) and measurable success metrics to ensure alignment with organizational goals and objectives. These metrics will track progress toward critical targets, including efficiency improvements, productivity gains, and overall performance outcomes. Regular evaluations will assess the attainment of these benchmarks to determine effectiveness and identify areas for further development. Clear documentation of results and consistent performance against these indicators will be essential for ongoing success and career advancement within the role.
Portfolio performance metrics, including return on investment (ROI) and internal rate of return (IRR), are assessed in comparison to established benchmarks.
Assets Under Management (AUM) growth involves expanding the portfolio of managed funds through strategic client acquisition and retention initiatives. The role demands a deep understanding of financial markets, investment strategies, and client relationship management to effectively drive capital inflows. Key responsibilities include identifying high-net-worth individuals, institutions, and other potential investors, while also developing tailored solutions to meet their financial objectives. Strong analytical skills, a results-driven mindset, and proficiency in sales and negotiation are essential to consistently meet or exceed growth targets. Additionally, the position requires staying abreast of industry trends, regulatory changes, and competitive dynamics to maintain a competitive edge in attracting and servicing clients.
Capital-raising initiatives play a pivotal role in determining organizational success by securing essential funding to drive growth, innovation, and strategic expansion. These efforts require meticulous planning, robust market analysis, and persuasive communication to attract potential investors and align their interests with the company’s long-term vision. Key responsibilities include identifying optimal funding sources, crafting compelling investment proposals, and maintaining strong stakeholder relationships throughout the process. Additionally, candidates must demonstrate expertise in financial modeling, valuation techniques, and regulatory compliance to ensure seamless transaction execution and maximize returns. Strong interpersonal skills and a results-driven mindset are essential to navigate complex negotiations and secure favorable terms.
Demonstrating precision and efficiency in financial documentation and investor communications remains crucial. Ensuring meticulous preparation and timely delivery of financial statements and investor reports is vital for maintaining transparency and compliance.
Professionals in this role are tasked with identifying and assessing potential risks while ensuring strict adherence to regulatory and internal compliance standards. They systematically evaluate operational, financial, and strategic risks to mitigate exposures and prevent violations of applicable laws and guidelines. Additionally, they develop and implement robust policies and procedures to maintain compliance, conduct thorough audits, and provide actionable insights to senior leadership to support informed decision-making. Collaboration across departments is essential to foster a culture of compliance and risk awareness throughout the organization.
We are committed to enhancing profitability and optimizing capital efficiency across all investment vehicles.
This position is pivotal in driving our organizational success, as it directly contributes to critical business objectives by executing essential tasks with precision and efficiency. The role demands a high level of expertise in [specific skill or field], ensuring that all responsibilities are fulfilled to the highest standards. By overseeing [key responsibility or project], the individual in this role will play a significant part in shaping outcomes that align with the company’s strategic vision and operational goals.
This position is pivotal in establishing a reputable and high-caliber asset management enterprise. The Finance Manager will be instrumental in fostering investor trust, delivering consistent and sustainable returns, and solidifying Invest Trust Assets Management Limited’s standing as a trusted name within Nigeria’s investment sector.
Should this position align with your qualifications and career aspirations, kindly forward your CV to hr@commerceallianceholdings.com, ensuring the role is specified in the subject line of your email.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
