Commerce Alliance Holdings Limited is in search of a Finance Manager possessing extensive expertise in portfolio and asset management to spearhead financial strategy, provide investment oversight, and enhance capital performance.
This position bridges finance and investments by overseeing investor fund management, enhancing portfolio performance, facilitating capital acquisition efforts, and upholding rigorous financial governance across all investment structures.
The successful applicant will demonstrate strong analytical skills and a business-focused mindset, enabling them to interpret financial data and convert it into actionable investment strategies.
Oversee and execute critical duties encompassing strategic planning, operational management, and cross-functional collaboration to drive organizational objectives forward. Lead initiatives that enhance productivity, streamline processes, and foster innovation while ensuring adherence to industry regulations and company policies. Serve as a primary point of contact for stakeholders, addressing inquiries, resolving conflicts, and aligning team efforts with overarching business goals. Develop and implement policies, procedures, and performance metrics to optimize efficiency, monitor progress, and evaluate team and individual contributions. Represent the organization in external engagements, including meetings, conferences, and negotiations, to strengthen partnerships and uphold corporate reputation. Mentor and develop staff through targeted coaching, professional development opportunities, and constructive feedback to cultivate a high-performing and motivated workforce. Ensure compliance with legal and ethical standards while mitigating risks to safeguard organizational integrity and sustainability.
Portfolio & Investment Management professionals are responsible for overseeing client assets, developing strategic investment plans, and ensuring alignment with financial objectives. They conduct thorough market research, analyze portfolio performance, and recommend adjustments to optimize returns while mitigating risk. Key responsibilities include asset allocation, risk assessment, and maintaining compliance with regulatory standards. Candidates should possess strong analytical skills, proficiency in financial modeling, and a deep understanding of investment strategies. Relevant certifications, such as CFA or CFP, along with prior experience in asset management or financial advisory roles, are highly desirable. Excellent communication abilities are essential for presenting insights to clients and stakeholders effectively.
Responsible for directing and administering investment portfolios spanning diverse asset categories, including fixed income, equities, alternative investments, and internal ventures.
Devise and execute portfolio allocation strategies aimed at enhancing risk-adjusted returns.
Perform comprehensive investment evaluations, develop intricate financial projections, and execute thorough due diligence assessments on emerging prospects.
Monitor and document portfolio performance in comparison to established benchmarks and return objectives, ensuring timely and accurate reporting to stakeholders.
We assist in the development and oversight of investment products, including Penny vest, to ensure effective structuring and management.
Develop and oversee financial planning and control processes to ensure accurate budgeting, forecasting, and financial reporting. Analyze financial data, identify trends, and provide strategic recommendations to optimize resource allocation and operational efficiency. Collaborate with stakeholders across departments to align financial objectives with overall business goals. Monitor and report on key performance indicators, ensuring compliance with regulatory standards and internal policies. Prepare and present financial statements, budgets, and variance analyzes to senior management for informed decision-making. Maintain strong internal controls to safeguard assets and mitigate financial risks.
Oversee the development and execution of budgeting, forecasting, and financial planning initiatives spanning the organization and its investment entities.
Oversee liquidity management, cash flow optimization, and capital allocation strategies to ensure efficient financial operations and sustainable growth.
Compile monthly, quarterly, and annual financial reports as required by both internal stakeholders and investors.
Maintain the precision, reliability, and prompt processing of all financial data to ensure compliance with established standards and deadlines.
We are seeking a dynamic professional to oversee capital acquisition initiatives and cultivate robust relationships with stakeholders to secure funding opportunities. The role demands expertise in structuring financial agreements, conducting investor outreach, and maintaining transparent communication channels to ensure alignment with organizational objectives. Candidates must possess a proven track record in fundraising, strong analytical skills, and the ability to negotiate terms while adhering to regulatory requirements. Responsibilities include identifying potential investors, presenting compelling investment proposals, and monitoring funding progress to optimize portfolio performance.
Facilitate capital formation efforts by organizing and executing investment galas and investor roadshows.
Construct comprehensive financial models and deliver precise return projections to support compelling investor pitches.
Compile investor reports, distribute regular updates, and develop performance dashboards to track and present key metrics.
Assist in developing investment offerings designed to appeal to institutional investors and high-net-worth individuals (His).
Risk Management & Compliance professionals are tasked with identifying, evaluating, and mitigating potential risks to ensure organizational stability and adherence to regulatory requirements. They develop and implement robust frameworks to monitor compliance with laws, industry standards, and internal policies, while also assessing operational, financial, and strategic risks. Key responsibilities include conducting thorough risk assessments, auditing processes for compliance gaps, and providing actionable recommendations to senior leadership. Additionally, they collaborate with various departments to foster a culture of risk awareness and regulatory diligence, ensuring the organization operates within legal boundaries and maintains its reputation. Strong analytical skills, attention to detail, and a deep understanding of regulatory frameworks are essential for success in this role.
Identify, evaluate, and mitigate financial and investment risks within portfolios to ensure optimal performance and stability.
Ensure adherence to all applicable regulatory mandates and established internal investment guidelines.
Develop and uphold robust internal controls and governance frameworks to ensure operational integrity and compliance with regulatory standards.
Analyze macroeconomic indicators and market dynamics to evaluate their influence on asset valuations and performance trends.
Strategic Finance & Growth professionals drive financial excellence and sustainable expansion by aligning fiscal strategies with organizational objectives. They analyze performance metrics, forecast trends, and develop data-driven insights to optimize resource allocation and profitability. Responsibilities include leading financial planning, budgeting, and forecasting initiatives, while collaborating with cross-functional teams to assess market opportunities and mitigate risks. Candidates should possess strong analytical skills, proficiency in financial modeling, and experience in strategic decision-making, ideally within a fast-paced, dynamic environment. A degree in finance, accounting, or a related field, along with relevant certifications, is preferred.
Deliver strategic financial analysis and actionable insights to inform high-level executive decisions and support organizational growth initiatives.
Identify and assess emerging business opportunities, strategic partnerships, and alternative asset classes to enhance portfolio growth and diversification.
Facilitate mergers and acquisitions, joint venture formations, and expansions into new markets.
Enhance capital efficiency and maximize return on investment across every portfolio allocation to deliver superior financial performance and sustainable growth.
We foster strong partnerships with stakeholders and cross-functional teams to ensure alignment and drive project success. This role requires effective communication, negotiation, and relationship-building skills to facilitate collaboration across diverse groups. Responsibilities include engaging with internal and external stakeholders, addressing concerns, and coordinating efforts to meet shared objectives. By bridging gaps between teams, we enhance synergy and optimize outcomes for all parties involved.
Collaborate effectively with senior leadership, product groups, and operational teams to drive strategic initiatives and ensure seamless alignment across departments.
Oversee interactions and communications with auditors, regulatory bodies, custodians, and financial collaborators to ensure alignment with compliance standards and operational protocols.
Facilitate the establishment and growth of a high-performing finance and investment team to drive operational excellence and strategic decision-making.
The position calls for a minimum of three years of experience in a relevant field, along with a bachelor’s degree in a related discipline. Strong proficiency in [specific software/tool, if applicable] and exceptional analytical skills are essential. Candidates must demonstrate the ability to work independently, prioritize tasks effectively, and collaborate across teams. Familiarity with industry regulations and compliance standards is required, as is the capacity to adapt to evolving business needs. Excellent communication and problem-solving capabilities are also necessary to succeed in this role.
A bachelor’s degree in finance, accounting, economics, or a closely related discipline is required for this position.
Seeking candidates with a minimum of five to seven years of professional experience in finance, asset management, investment banking, or a closely related discipline.
Proficiency in portfolio management or investment analysis is essential, with a demonstrated track record of oversight or evaluation in financial contexts.
Accomplished in constructing intricate financial models, conducting rigorous valuation assessments, and performing detailed portfolio analyses.
Proficiency in capital raising initiatives or positions that involve direct engagement with investors is highly beneficial.
Professionals with credentials such as ICAN, CFA, ARCA, or CPA are strongly preferred for this role.
Proficient in a range of essential skills and core competencies, the ideal candidate will demonstrate strong analytical capabilities, exceptional problem-solving acumen, and the ability to think critically under pressure. Excellent communication skills, both written and verbal, are required to convey complex information clearly and collaborate effectively with cross-functional teams. Attention to detail, organizational proficiency, and time management are critical to ensuring accuracy and meeting project deadlines. Familiarity with industry-specific tools, software, or methodologies is advantageous, as is the capacity to adapt to evolving technologies and business needs. A commitment to continuous learning and professional development is highly valued, alongside a proactive approach to identifying opportunities for improvement and innovation.
Possesses a comprehensive grasp of asset and portfolio management fundamentals, encompassing strategic allocation, risk mitigation, and performance optimization methodologies.
Accomplished analytical and quantitative capabilities are essential for this role.
Commercial awareness and a keen understanding of investment principles are essential for this role, requiring candidates to demonstrate a solid grasp of market trends, financial strategies, and economic indicators. The ideal candidate will exhibit the ability to analyze investment opportunities, assess risks, and make data-driven decisions to drive business growth. Familiarity with financial modeling, valuation techniques, and industry dynamics is expected, along with the capacity to interpret complex financial data and translate insights into actionable strategies. Strong analytical skills, strategic thinking, and a proactive approach to identifying profitable ventures are also critical to success in this position.
Conduct thorough evaluations to identify potential risks and develop strategies to minimize their impact.
Proven expertise in delivering clear, concise, and impactful communications, coupled with a strong aptitude for investor reporting, ensures transparency and fosters trust with stakeholders.
Maintains unwavering integrity and adheres to strict financial discipline.
KPIs and success metrics serve as measurable indicators of performance and effectiveness within the role, providing clear benchmarks for evaluating achievements and progress. These metrics are designed to track key objectives, ensuring alignment with organizational goals while identifying areas for improvement. Success is determined by the ability to meet or exceed predefined targets, demonstrating efficiency, productivity, and impact in assigned responsibilities. Regular monitoring and analysis of these metrics enable data-driven decision-making, fostering continuous growth and accountability. Additionally, they facilitate transparent communication of performance outcomes to stakeholders, reinforcing a results-oriented culture within the organization.
Portfolio performance metrics, including return on investment (ROI) and internal rate of return (IRR), are compared against established benchmarks to evaluate effectiveness and alignment with financial objectives.
Assets Under Management (AUM) expansion remains a critical focus, with a strong emphasis on scaling investment portfolios and attracting new capital. The role demands a results-driven approach to identify and pursue growth opportunities, whether through client acquisition, market penetration, or strategic partnerships. Proficiency in financial analysis, performance metrics, and client relationship management is essential to drive sustainable increases in AUM while aligning with institutional objectives.
Capital raising initiatives must achieve strong outcomes to be deemed successful, as these efforts are critical for driving organizational growth, funding strategic projects, and sustaining long-term financial health. Projects typically require meticulous planning, persuasive pitching, and robust stakeholder engagement to secure necessary capital. Successful execution demands expertise in financial analysis, market research, and relationship management, along with a deep understanding of regulatory environments and investor expectations. Additionally, professionals involved must possess strong communication skills, strategic thinking, and the ability to navigate complex financial landscapes.
Ensuring the precision and prompt delivery of financial and investor reporting is essential. This role demands meticulous attention to detail and the ability to meet critical deadlines consistently. Accurate and timely reporting is crucial for maintaining transparency and trust with stakeholders.
We assess potential risks and ensure strict adherence to compliance standards to safeguard organizational integrity and mitigate regulatory liabilities. This role demands vigilance in monitoring evolving regulatory landscapes and implementing robust controls to uphold legal and ethical obligations.
Enhancing profitability and optimizing capital efficiency across various investment vehicles stand as primary objectives, ensuring robust financial performance and sustainable growth strategies.
Why This Role Matters
This position is instrumental in establishing a reputable and high-functioning asset management enterprise. The Finance Manager will spearhead efforts to foster investor trust, achieve sustainable returns, and solidify Invest Trust Assets Management Limited’s standing as a trusted entity within Nigeria’s investment sector.
Should you find that this opportunity aligns with your qualifications and aspirations, kindly forward your CV to hr@commerceallianceholdings.com, ensuring the role is specified in the email subject line.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
