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 oversight, and capital performance enhancement.
This position bridges finance and investments, tasked with overseeing investor funds, enhancing portfolio performance, facilitating capital acquisition efforts, and upholding rigorous financial governance standards across all investment vehicles.
The perfect candidate demonstrates strong analytical skills alongside a sharp commercial acumen, enabling them to effectively convert financial data into actionable, strategic investment choices.
Key responsibilities encompass managing and overseeing daily operations to ensure efficiency and productivity. This involves coordinating team activities, delegating tasks, and monitoring progress to meet established goals. Additionally, the role requires identifying process improvements, implementing strategic initiatives, and maintaining high standards of quality and compliance. Strong leadership, problem-solving abilities, and effective communication are essential to drive team performance and achieve organizational objectives.
We are seeking a seasoned professional to oversee portfolio and investment management, ensuring strategic asset allocation and optimal performance. The ideal candidate will possess deep expertise in financial markets, risk assessment, and portfolio optimization. Responsibilities include developing and implementing investment strategies, monitoring market trends, and maintaining robust client relationships to align with their financial objectives. Proficiency in financial modeling, data analysis, and investment software is essential, alongside strong communication skills to articulate complex strategies clearly. A track record of delivering consistent returns and managing diverse asset portfolios will be highly valued.
Supervise and administer investment portfolios spanning diverse asset classes, including fixed income, equities, alternative investments, and internal ventures.
Develop and execute strategies for portfolio allocation to enhance risk-adjusted returns.
Perform comprehensive investment analysis, develop detailed financial models, and execute thorough due diligence assessments on emerging opportunities.
Monitor and evaluate portfolio performance in comparison to established benchmarks and return objectives, ensuring accurate and timely reporting.
We assist in the establishment and oversight of investment products, such as Penny vest.
Responsible for overseeing financial planning, budgeting, forecasting, and performance monitoring to ensure organizational efficiency, we seek an experienced Financial Planning & Control professional. Key responsibilities include developing and maintaining financial models, analyzing variances, and providing strategic recommendations to senior management. The ideal candidate will possess strong analytical skills, proficiency in financial software, and a minimum of five years of relevant experience. A degree in finance, accounting, or a related field is required, along with professional certifications such as CPA or CFA being advantageous. Excellent communication abilities to present findings clearly to stakeholders are essential.
Direct oversight of budgeting, financial forecasting, and strategic planning initiatives spanning the organization and its investment vehicles is required.
Responsible for overseeing liquidity management, cash flow optimization, and strategic capital deployment initiatives.
Compile comprehensive financial reports on a monthly, quarterly, and annual basis to support both internal decision-making and investor communications.
Maintain the precision, reliability, and prompt delivery of all financial data to uphold its accuracy and integrity.
Responsible for securing capital and maintaining strong relationships with investors, this role focuses on fundraising initiatives and ensuring investor satisfaction. Key duties include identifying potential funding sources, negotiating investment terms, and providing regular updates to stakeholders. The ideal candidate will possess a proven track record in capital acquisition, exceptional communication skills, and the ability to foster long-term partnerships with investors.
Facilitate capital formation strategies by organizing and executing investment galas and investor roadshows.
Construct detailed financial models and generate precise return projections to support investor presentations.
Compile comprehensive investor reports, provide timely updates, and develop dynamic performance dashboards to facilitate transparent communication of financial and operational metrics.
Assist in the development and structuring of investment offerings designed to appeal to institutional investors as well as high-net-worth individuals.
Conducts comprehensive oversight of risk management frameworks and regulatory compliance initiatives to safeguard organizational integrity. Develops, implements, and monitors policies and procedures that ensure adherence to legal, industry, and internal standards. Identifies emerging risks, assesses potential impacts, and proposes mitigation strategies to minimize exposure. Collaborates with senior leadership and department heads to integrate compliance into operational processes. Conducts regular audits and inspections to verify adherence to established protocols and regulatory requirements. Provides guidance and training to employees on compliance obligations and risk mitigation best practices. Maintains accurate records of compliance activities and reports findings to executive stakeholders as required. Ensures the organization remains current with evolving regulatory changes and industry best practices through ongoing research and adaptation.
Proactively evaluate, mitigate, and oversee financial and investment-related risks within assigned portfolios.
Ensure adherence to all applicable regulatory mandates and established internal investment guidelines.
Develop and uphold robust internal controls and governance frameworks to ensure organizational integrity and compliance.
Analyze macroeconomic indicators and market dynamics that influence asset valuation to identify emerging opportunities and risks.
The role entails driving strategic financial planning and fostering organizational growth through data-driven insights and financial acumen. Key responsibilities include analyzing market trends, optimizing capital allocation, and identifying investment opportunities to enhance shareholder value. The ideal candidate will possess strong analytical skills, proficiency in financial modeling, and experience in mergers and acquisitions. Additionally, they must demonstrate expertise in financial reporting, risk assessment, and stakeholder management to align financial strategies with long-term business objectives. A bachelor’s degree in finance, accounting, or a related field is required, with a preference for candidates holding an MBA or professional certification such as CFA or CPA.
Deliver strategic financial analysis to inform high-level executive choices and drive expansion initiatives.
Assess potential new business ventures, strategic alliances, and alternative investment categories to identify growth prospects and value-adding prospects.
Facilitate mergers and acquisitions, joint venture formations, and expansions into new markets.
Enhance capital efficiency and maximize return on investment across all allocated expenditures.
We foster dynamic collaboration between stakeholders and team members to ensure alignment, transparency, and shared accountability throughout project lifecycles. This role demands exceptional communication skills to bridge diverse perspectives, mitigate conflicts, and drive consensus toward common objectives. Key responsibilities include facilitating cross-functional meetings, mediating discussions, and maintaining open channels of communication to address concerns and deliver actionable insights. Candidates must demonstrate proficiency in stakeholder engagement, adaptability to evolving priorities, and a commitment to building trust and fostering productive partnerships across all levels of the organization.
Collaborate effectively with senior leadership, product units, and operational groups to align strategic objectives and facilitate cross-functional initiatives.
Oversee interactions and maintain strong professional connections with auditors, regulatory bodies, custodians, and financial collaborators.
Assist in the development of a highly effective finance and investment team to drive organizational success.
Candidates must meet the following qualifications: a minimum of five years of experience in a relevant field, proficiency in industry-specific software, and a bachelor’s degree in a related discipline. Strong problem-solving skills, excellent communication abilities, and a track record of successful project management are essential. Prior experience in leadership roles, familiarity with regulatory compliance, and the capacity to work effectively in a team-oriented environment are also required. Additionally, the ability to multitask, prioritize under pressure, and adapt to changing priorities is critical.
A bachelor’s degree in finance, accounting, economics, or a closely related discipline is required.
Seeking candidates with a minimum of five to seven years of professional experience in finance, asset management, investment banking, or a comparable discipline.
Demonstrated success in overseeing or evaluating investment portfolios is required.
Proven expertise in financial modelling, valuation methodologies, and comprehensive portfolio analysis is essential.
Proficiency in capital raising initiatives or responsibilities involving direct engagement with investors represents a significant asset for this position.
Professional credentials including ICAN, CFA, ARCA, or CPA are strongly favored for this role.
Proven ability to manage multiple priorities effectively while maintaining high attention to detail. Strong analytical thinking and problem-solving skills with a focus on delivering results. Excellent verbal and written communication skills, enabling clear and persuasive interactions with stakeholders at all levels. Demonstrated proficiency in relevant software tools and systems. Ability to work independently and collaboratively within a team environment to achieve organizational goals. Commitment to continuous learning and adaptability in a dynamic work setting.
Proficient in the core principles of asset and portfolio management, with a comprehensive grasp of strategic frameworks and operational methodologies essential for optimizing investment performance and risk mitigation.
Proven ability to analyze complex data sets and derive meaningful insights through strong quantitative reasoning and problem-solving capabilities.
Commercial awareness and a keen understanding of investment principles are essential, along with the ability to analyze market trends and make informed financial decisions. Proficiency in evaluating investment opportunities and managing financial risks is required, while strong analytical skills and attention to detail are necessary to assess potential returns and optimize portfolio performance. Experience in financial modeling, valuation techniques, and strategic planning is preferred, ensuring alignment with organizational goals and market conditions.
Conduct comprehensive evaluations of potential risks and develop strategic approaches to minimize or eliminate their impact.
Proven expertise in conveying complex information with clarity and precision, along with a strong aptitude for preparing comprehensive and transparent investor reports.
Maintains the highest standards of ethical conduct and financial prudence.
Key Performance Indicators (KPIs) and success metrics will be employed to evaluate performance and drive continuous improvement across all relevant functions, ensuring alignment with organizational objectives and strategic goals. Progress will be regularly monitored, reported, and analyzed to identify trends, address gaps, and implement corrective actions as needed. These metrics will provide actionable insights to optimize efficiency, enhance productivity, and support data-driven decision-making throughout the role.
Portfolio performance, including metrics such as Return on Investment (ROI) and Internal Rate of Return (IRR), will be evaluated in comparison to established benchmarks to assess effectiveness and strategic alignment.
Assets Under Management (AUM) growth involves expanding the total value of assets entrusted to the firm by clients, driving revenue and enhancing the organization’s market position. Key responsibilities include identifying and cultivating relationships with high-net-worth individuals, institutional investors, and other strategic partners to secure additional capital inflows. Additionally, the role requires leveraging financial expertise to optimize portfolio performance, ensuring alignment with client objectives while adhering to regulatory standards. Proficiency in market analysis, client engagement strategies, and a results-driven approach are essential for achieving sustained AUM expansion.
To achieve success in capital-raising initiatives, candidates must demonstrate a proven track record of securing funding through various channels, including equity, debt, and alternative financing solutions. Proficiency in financial modeling, valuation techniques, and pitch deck development is essential, along with strong negotiation and communication skills to engage potential investors effectively. Additionally, the ability to identify and pursue high-potential investment opportunities, conduct thorough due diligence, and build strategic relationships with stakeholders is critical. A deep understanding of market trends, regulatory frameworks, and investor expectations is also required to navigate complex fundraising environments successfully.
Ensuring the precision and promptness of financial and investor reporting is paramount to the role. This responsibility encompasses the meticulous preparation and timely delivery of accurate financial statements and investor communications, thereby supporting informed decision-making and maintaining regulatory compliance.
Risk exposure must be managed diligently, while strict adherence to compliance standards is essential to ensure regulatory alignment and operational integrity.
Striving for optimal profitability and capital efficiency across various investment vehicles remains a critical objective.
Why This Role Matters
This position is pivotal in establishing a reputable and high-caliber asset management enterprise. The Finance Manager will spearhead efforts to bolster investor trust, optimize sustainable returns, and solidify Invest Trust Assets Management Limited’s standing as a trusted entity within Nigeria’s investment sector.
If this role aligns with your qualifications and aspirations, we invite you to submit your curriculum vitae to hr@commerceallianceholdings.com, with the position title included in the subject line of your email.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
