Commerce Alliance Holdings Limited is in search of an experienced Finance Manager to spearhead financial strategy, oversee investments, and enhance capital performance, with a keen focus on portfolio and asset management expertise.
This position bridges finance and investments, overseeing the management of investor capital, enhancing portfolio performance, facilitating capital acquisition efforts, and upholding rigorous financial governance standards across all investment structures.
The successful candidate must exhibit strong analytical skills and a strategic commercial mindset, capable of converting financial data into informed investment strategies.
Oversee and execute core responsibilities integral to the role, including the planning, coordination, and supervision of key projects to ensure alignment with organizational objectives. Develop and implement strategic initiatives that enhance operational efficiency and drive sustainable growth. Serve as a primary point of contact for cross-functional teams, fostering collaboration and communication to achieve collective goals. Analyze performance metrics and provide data-driven recommendations to optimize processes and improve outcomes. Maintain compliance with industry regulations and internal policies while upholding the highest standards of professional conduct.
Portfolio and investment management professionals are responsible for overseeing and optimizing financial portfolios to achieve clients’ investment objectives. They conduct comprehensive market analysis to identify opportunities, assess risks, and develop tailored investment strategies aligned with clients’ financial goals and risk tolerance. Additionally, they monitor portfolio performance, rebalance assets as necessary, and provide regular reports to stakeholders. Strong analytical skills, proficiency in financial modeling, and a deep understanding of market trends are essential, along with relevant certifications such as CFA or CFP. Excellent communication and client relationship management abilities are also key to delivering personalized financial solutions.
Responsible for the supervision and administration of investment portfolios spanning diverse asset categories, including fixed income, equities, alternative investments, and internal ventures.
Formulate and implement strategic asset allocation frameworks to enhance risk-adjusted performance within investment portfolios.
Perform comprehensive investment analysis, develop detailed financial models, and execute thorough due diligence on prospective opportunities to evaluate their viability and potential returns.
Monitor and evaluate portfolio performance in comparison to established benchmarks and return objectives, providing clear and comprehensive reports on progress and outcomes.
Assist in the development and oversight of investment product frameworks, including but not limited to Penny vest.
Responsible for overseeing financial planning and control functions, including budgeting, forecasting, and financial analysis, to ensure organizational fiscal health and strategic alignment. Develops and monitors budgets, tracks expenditures, and identifies variances to provide actionable insights for cost optimization and resource allocation. Prepares and presents financial reports, including monthly and annual statements, to stakeholders and senior management for informed decision-making. Ensures compliance with accounting standards, regulatory requirements, and internal policies while implementing robust internal controls to mitigate financial risks. Collaborates with cross-functional teams to align financial strategies with business objectives and drives continuous improvement in financial processes and systems.
Oversee budgeting, forecasting, and financial planning initiatives across all business units and investment entities.
Oversee liquidity management, optimize cash flow operations, and strategically deploy capital resources to support organizational growth and financial stability.
Compile financial reports on a monthly, quarterly, and annual basis to support internal decision-making and investor relations.
Guarantee the precision, reliability, and prompt processing of all financial information.
We secure funding and cultivate relationships with investors to drive organizational growth and maximize financial opportunities.
Support capital formation efforts by organizing and executing investment galas and investor roadshows to foster relationships with potential investors and drive funding opportunities.
Construct comprehensive financial models and deliver precise return projections tailored for investor presentations.
Prepare investor reports, deliver regular updates, and develop performance dashboards to effectively communicate financial insights and track key metrics for stakeholders.
Assist in developing and structuring investment opportunities designed to appeal to institutional investors and high-net-worth individuals.
Risk Mitigation & Regulatory Adherence
This role is responsible for identifying, assessing, and mitigating operational, financial, and strategic risks while ensuring adherence to all applicable laws, regulations, and internal policies. The position requires a keen understanding of industry-specific compliance frameworks, robust analytical skills to evaluate risk exposure, and the ability to develop and implement effective mitigation strategies. Key responsibilities include conducting regular risk assessments, monitoring regulatory changes, ensuring accurate and timely reporting, and fostering a culture of compliance across the organization. Strong communication skills are essential to liaise with stakeholders, provide clear guidance on compliance obligations, and facilitate training programs to reinforce risk awareness and regulatory understanding.
Identify, evaluate, and mitigate financial and investment risks associated with portfolio management through systematic assessment and strategic oversight.
Ensure adherence to all applicable regulatory obligations and established internal investment guidelines.
Develop, enforce, and continuously enhance robust internal control systems and governance frameworks to ensure compliance, mitigate risks, and uphold organizational integrity.
Analyze macroeconomic indicators and market dynamics to assess their influence on asset valuation and performance.
Strategic Finance & Growth is responsible for driving the organization’s long-term financial sustainability and expansion initiatives through meticulous financial planning, forecasting, and performance analysis. This role focuses on identifying growth opportunities, optimizing capital allocation, and ensuring alignment with strategic objectives to enhance shareholder value. The position requires a strong background in financial modeling, data-driven decision-making, and cross-functional collaboration to support executive leadership in executing high-impact financial strategies. Key responsibilities include developing robust financial plans, evaluating investment opportunities, and monitoring key performance indicators to guide business decisions. The ideal candidate will possess expertise in corporate finance, strategic planning, and risk management, along with exceptional analytical and communication skills to articulate complex financial insights effectively.
Deliver strategic financial guidance to inform executive decisions and facilitate organizational growth initiatives.
Assess potential business opportunities, strategic partnerships, and investment asset classes to identify viable growth prospects and enhance portfolio diversification.
Provide assistance in merger and acquisition transactions, the formation of joint ventures, and the expansion into new markets.
Enhance capital efficiency and maximize return on investment (ROI) across all investment portfolios.
Facilitating effective communication and cooperation among stakeholders and team members is essential to align objectives, share insights, and drive project success. Building strong relationships with internal and external partners ensures transparency, resolves conflicts promptly, and fosters a collaborative work environment. Actively engaging with diverse groups to gather input, address concerns, and maintain alignment on priorities is a key responsibility. Strong interpersonal skills, emotional intelligence, and the ability to influence without authority are critical for navigating complex dynamics and securing buy-in across stakeholders.
Collaborate effectively with senior leadership, product groups, and operational teams to drive strategic initiatives and ensure alignment across business functions. This role requires strong cross-functional communication skills and the ability to translate complex business objectives into actionable plans while fostering a cohesive work environment.
Build and maintain strong professional relationships with auditors, regulators, financial partners, and custodians to ensure smooth and compliant operations.
Assist in establishing and growing a high-functioning finance and investment team to drive organizational success.
Requirements
A bachelor’s degree in finance, accounting, economics, or a comparable discipline is required.
With a minimum of five to seven years of professional experience in finance, asset management, investment banking, or a comparable discipline, the ideal candidate will possess a strong background in financial analysis and strategic decision-making.
Demonstrated success in overseeing or evaluating investment portfolios is required for this role.
Demonstrates advanced proficiency in financial modeling, valuation techniques, and comprehensive portfolio analysis.
Proficiency in capital raising initiatives or positions involving direct engagement with investors is highly advantageous.
Professional credentials including ICAN, CFA, ARCA, or CPA are strongly preferred for this role.
Proficient in a range of technical and interpersonal abilities, including advanced problem-solving, effective communication, and collaborative teamwork. Demonstrates a strong capacity for project management, adaptability to evolving priorities, and meticulous attention to detail. Possesses expertise in relevant software tools and methodologies, alongside a commitment to continuous professional development and adherence to industry best practices. Exhibits leadership qualities, strategic thinking, and a proactive approach to overcoming challenges while maintaining high standards of performance and accountability.
Demonstrates a strong command of asset and portfolio management fundamentals, along with the ability to apply these principles effectively in practical settings.
Demonstrates exceptional proficiency in analytical reasoning and quantitative analysis.
Commercial insight and investment proficiency are essential prerequisites for this role. Candidates are expected to demonstrate a deep understanding of market dynamics and a proven ability to evaluate investment opportunities effectively.
Proven ability to evaluate risks and implement effective mitigation strategies is required.
Proven ability to convey complex information clearly and concisely, coupled with strong proficiency in creating and delivering comprehensive investor reports.
Maintains the highest standards of ethical behavior and fiscal responsibility.
Achieving excellence in performance is evaluated through the establishment of key performance indicators (KPIs) and measurable success metrics, which serve as critical benchmarks for assessing progress toward strategic objectives and operational efficiency. These metrics are meticulously defined to reflect both quantitative and qualitative outcomes, ensuring alignment with organizational goals while fostering accountability and continuous improvement. Success is determined by the consistent attainment of predefined targets, the timely identification of performance gaps, and the implementation of data-driven strategies to enhance productivity and effectiveness. Regular monitoring, analysis, and reporting of these indicators enable informed decision-making, enabling the organization to adapt swiftly to changing conditions and sustain long-term growth.
Analyze portfolio performance by comparing return on investment (ROI) and internal rate of return (IRR) metrics against established benchmarks to assess relative performance effectiveness and strategic alignment.
Assets Under Management (AUM) growth signifies a key performance metric for financial institutions, reflecting the expansion of client assets entrusted to the firm. This metric is critical for evaluating overall business performance, market competitiveness, and client trust. Professionals in this domain must possess a deep understanding of market trends, investment strategies, and client relationship management to drive sustainable AUM increases. Responsibilities may include developing tailored investment solutions, fostering client engagement, analyzing market data, and collaborating with cross-functional teams to optimize asset allocation and deliver long-term value. Strong analytical skills, financial acumen, and exceptional communication abilities are essential to achieve and sustain AUM growth objectives.
With a proven track record, capital raising initiatives consistently achieve their objectives, driving substantial financial growth and strategic expansion. These efforts demand meticulous planning, robust market analysis, and persuasive communication to engage potential investors effectively. Candidates must possess strong financial acumen, exceptional negotiation skills, and the ability to build and maintain high-level investor relationships. Responsibilities include identifying funding opportunities, structuring compelling investment proposals, and executing targeted outreach to secure commitments.
Ensuring precision and adherence to deadlines in financial and investor reporting is essential. The role demands meticulous attention to detail and the ability to deliver reports promptly to stakeholders. A strong understanding of financial principles and regulatory requirements is necessary to maintain compliance and accuracy. Additionally, the capacity to manage multiple reporting cycles while upholding high standards is critical.
Risk exposure and compliance adherence are critical responsibilities requiring meticulous monitoring and enforcement of regulatory standards. This role demands a thorough understanding of industry-specific regulations, policies, and legal requirements to mitigate potential risks effectively. The position involves assessing operational processes, identifying vulnerabilities, and implementing robust controls to ensure adherence to all applicable laws and internal guidelines. Strong analytical skills, attention to detail, and the ability to interpret complex regulatory frameworks are essential for success in this position.
Responsibilities include optimizing profitability and enhancing capital efficiency for various investment vehicles.
Why This Role Matters
This position is vital to establishing a reputable and high-caliber asset management enterprise. The Finance Manager will be instrumental in fostering investor trust, delivering consistent returns, and solidifying Invest Trust Assets Management Limited’s standing as a respected entity within Nigeria’s investment sector.
Please submit your curriculum vitae to hr@commerceallianceholdings.com, and ensure the subject line clearly states the position you are applying for.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
