Commerce Alliance Holdings Limited is in search of a Finance Manager possessing extensive expertise in portfolio and asset management to spearhead financial strategy formulation, oversee investments, and enhance capital performance.
This position bridges finance and investments, overseeing the management of investor capital, maximizing portfolio performance, advancing capital acquisition efforts, and upholding rigorous financial governance standards across all investment structures.
The successful applicant must demonstrate strong analytical skills alongside a commercial mindset, capable of converting financial data into strategic investment choices.
Oversee and execute a comprehensive range of duties, including the management of daily operations to ensure efficiency and adherence to organizational standards. Develop and implement strategic initiatives that align with company objectives while fostering collaboration across departments. Lead a team of professionals by providing guidance, mentorship, and clear communication to drive performance and achieve key performance indicators. Analyze complex data to identify trends, opportunities, and areas for improvement, presenting actionable insights to senior leadership. Maintain compliance with industry regulations and internal policies to mitigate risks and uphold corporate integrity. Serve as a liaison between executive leadership and operational teams to facilitate seamless communication and alignment on priorities.
We are seeking a seasoned professional to oversee Portfolio & Investment Management, ensuring strategic asset allocation and risk mitigation. The ideal candidate will possess extensive experience in financial markets, a deep understanding of investment strategies, and the ability to analyze market trends to optimize portfolio performance. Key responsibilities include constructing and managing diversified investment portfolios, conducting thorough due diligence on potential investments, and maintaining compliance with regulatory standards. Additionally, the role demands strong analytical skills, proficiency in financial modeling, and exceptional communication to present insights to stakeholders. A track record of delivering superior investment returns and a commitment to continuous learning in a dynamic financial landscape are essential.
Responsible for the strategic oversight and administration of investment portfolios spanning various asset classes, including fixed income, equities, alternative investments, and internal ventures.
Develop and implement portfolio allocation strategies with the objective of maximizing risk-adjusted returns.
Perform comprehensive investment evaluations, develop detailed financial models, and execute thorough due diligence assessments for emerging opportunities.
Monitor and evaluate portfolio performance, ensuring alignment with established benchmarks and return objectives, while providing detailed reports on progress and outcomes.
Support the development and strategic oversight of investment product frameworks, such as Penny vest, to ensure alignment with organizational objectives and investor requirements.
The role 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 position requires strong analytical skills, proficiency in financial software, and experience with budget management. Additionally, the role demands meticulous attention to detail, excellent communication abilities, and the capacity to collaborate with cross-functional teams. A degree in finance, accounting, or a related field is essential, along with relevant certifications such as CPA or CFA being advantageous.
Spearhead budgeting, forecasting, and financial planning initiatives throughout the organization and across all investment vehicles.
Oversee liquidity management, cash flow optimization, and strategic capital allocation initiatives.
Compile financial reports on a monthly, quarterly, and annual basis to provide accurate and timely information for internal stakeholders and investors.
Guarantee that all financial data is accurate, reliable, and delivered promptly.
Responsible for securing capital and managing investor relations, this role entails cultivating relationships with potential investors, presenting compelling investment opportunities, and ensuring transparent communication to foster trust and long-term partnerships. Key responsibilities include identifying and engaging with high-net-worth individuals, institutional investors, and strategic partners, as well as overseeing the due diligence process and negotiating terms to align with organizational objectives. Strong financial acumen, exceptional networking skills, and a proven track record in fundraising are essential for success in this position.
Facilitate capital formation efforts by organizing investment galas and investor roadshows.
Construct detailed financial models and provide accurate return projections to support investor presentations.
Compile investor reports, provide regular updates, and develop performance dashboards.
Assist in developing structured investment opportunities designed to engage institutional investors and high-net-worth individuals.
Manages and ensures adherence to risk management policies and regulatory compliance standards across the organization. Develops, implements, and monitors frameworks to identify, assess, and mitigate risks while maintaining compliance with applicable laws, regulations, and industry best practices. Collaborates with departments to assess risk exposures, conduct audits, and implement corrective actions. Provides training and guidance to employees on risk awareness and compliance protocols to foster a culture of accountability and integrity. Prepares and presents reports to senior leadership and regulatory bodies, highlighting key risks, compliance gaps, and mitigation strategies.
Identify, evaluate, and mitigate financial and investment risks across portfolios to ensure optimal performance and compliance.
Ensure adherence to all applicable regulatory mandates and established internal investment guidelines.
Develop and uphold robust internal control systems and governance frameworks.
Monitor macroeconomic and market trends impacting asset performance
Our role involves leading strategic financial planning and driving organizational growth initiatives. You will oversee financial analysis, budget development, and forecasting to support executive decision-making. Key responsibilities include identifying growth opportunities, evaluating investment prospects, and optimizing capital allocation. Additionally, you will collaborate with cross-functional teams to align financial strategies with business objectives, ensuring sustainable expansion and profitability. The ideal candidate will possess strong analytical skills, proficiency in financial modeling, and experience in mergers and acquisitions. A degree in finance, accounting, or a related field, along with relevant certifications, is required. Prior leadership in financial strategy and a track record of successful growth initiatives are essential.
Deliver strategic financial analyses to inform critical executive decisions and drive expansion initiatives.
Assess emerging business opportunities, evaluate potential partnerships, and analyze new asset classes.
Facilitate mergers and acquisitions, joint venture formations, and market entry strategies.
Enhance capital efficiency and maximize return on investment across all allocated resources to ensure optimal financial performance and strategic value creation.
The position requires effective collaboration with stakeholders and team members to align on objectives and deliver results. Strong interpersonal skills are essential for building and maintaining productive relationships. Responsibilities include facilitating communication between departments, ensuring alignment on project goals, and addressing any conflicts or challenges that may arise. The ideal candidate must demonstrate the ability to work collaboratively in a fast-paced environment while maintaining a focus on shared outcomes.
Collaborate effectively with senior leadership, product units, and operational departments to drive strategic initiatives and ensure cohesive execution of organizational goals.
Establish and maintain productive professional relationships with auditors, regulatory bodies, custodians, and financial partners to ensure compliance and facilitate smooth operational processes.
Assist in developing a high-performing finance and investment team to drive organizational success and strategic growth.
Seeking a candidate who meets the following qualifications: a minimum of three years of experience in a similar role, proficiency in project management software, and strong communication skills. The ideal applicant should possess a bachelor’s degree in a relevant field and demonstrate the ability to lead cross-functional teams. Additionally, experience with data analysis and a track record of meeting deadlines are essential requirements for this position.
A bachelor’s degree in finance, accounting, economics, or a closely related field is required for this position.
Seasoned professionals with a minimum of five to seven years of hands-on experience in finance, asset management, investment banking, or a closely aligned discipline are encouraged to apply.
Demonstrated expertise in overseeing and assessing investment portfolios is essential for this role.
Demonstrates exceptional proficiency in financial modeling, valuation methodologies, and comprehensive portfolio analysis techniques.
Proficiency in capital raising activities or positions involving direct interaction with investors represents a significant benefit.
Professional credentials including ICAN, CFA, ARCA, or CPA are strongly preferred.
Demonstrates proficiency in critical competencies and possesses a robust set of specialized skills essential for success in the role. Exhibits strong analytical and problem-solving capabilities, enabling effective resolution of complex issues. Shows excellent communication and interpersonal skills, fostering collaboration and relationship-building with stakeholders at all levels. Maintains meticulous attention to detail and a commitment to delivering high-quality results. Demonstrates adaptability and a proactive approach to learning new technologies and methodologies. Thrives in dynamic environments by managing multiple priorities and meeting deadlines consistently. Upholds professional integrity and ethical standards in all professional interactions.
Proficient in asset and portfolio management principles, with a comprehensive grasp of their underlying methodologies and applications.
Demonstrates exceptional proficiency in analytical reasoning and quantitative analysis. Proven ability to interpret complex data, identify trends, and derive actionable insights. Requires expertise in mathematical modeling, statistical analysis, and financial evaluation to support informed decision-making.
Commercial awareness and a keen insight into investment dynamics are essential for this role.
Conduct comprehensive risk evaluations and implement strategic mitigation measures to address potential threats and vulnerabilities.
Proven ability to articulate complex information clearly and concisely, coupled with a strong aptitude for developing compelling investor reports.
Maintains a strong commitment to ethical standards and fiscal responsibility.
Oversee the establishment and monitoring of key performance indicators and success metrics to evaluate organizational effectiveness. Develop and implement strategies to track progress against predefined targets, ensuring alignment with strategic objectives. Analyze data trends and performance reports to identify gaps, opportunities, and areas for improvement. Collaborate with cross-functional teams to define relevant KPIs tailored to specific departments or projects. Continuously refine measurement frameworks to enhance accuracy and relevance, driving data-driven decision-making across the organization.
Portfolio performance, including metrics such as return on investment (ROI) and internal rate of return (IRR), is compared against established benchmarks to evaluate effectiveness.
Assets Under Management (AUM) growth is a critical performance metric that reflects the expansion in the total market value of all investments managed on behalf of clients. This metric serves as a key indicator of a firm’s operational success, client trust, and competitive positioning within the financial services industry. It encompasses the net inflow of new capital, appreciation of existing assets due to market performance, and the impact of any withdrawals or distributions. Additionally, it may include the effects of mergers, acquisitions, or strategic partnerships that contribute to the overall increase in managed funds.
Capital raising initiatives must be executed with precision to ensure success, requiring a strategic approach to engage potential investors and secure necessary funding. This role demands a deep understanding of financial markets, strong relationship-building skills, and meticulous attention to detail to navigate complex transactions effectively. Responsibilities include identifying investment opportunities, crafting compelling pitches, conducting thorough due diligence, and managing stakeholder communications throughout the process. Candidates should possess proven experience in capital markets, a track record of closing deals, and the ability to adapt to dynamic market conditions while maintaining compliance with regulatory standards.
Ensure the precision and punctual delivery of financial and investor-related reporting.
Ensuring adherence to compliance standards while managing risk exposure represents a critical responsibility, requiring vigilant oversight of regulatory requirements and internal policies to mitigate potential risks effectively. This role demands meticulous attention to detail, proactive identification of compliance gaps, and timely implementation of corrective measures to uphold organizational integrity and avoid regulatory penalties. Candidates must possess a strong understanding of applicable laws, industry regulations, and risk management frameworks, along with the ability to analyze complex scenarios and recommend strategic solutions.
The paragraph should emphasize maximizing returns and optimizing capital utilization across various investment instruments.
Why This Role Matters
As a pivotal position within the organization, this role is instrumental in establishing a reputable and high-performing asset management enterprise. The Finance Manager will be central to fostering investor trust, optimizing long-term returns, and reinforcing Invest Trust Assets Management Limited’s standing as a dependable entity in Nigeria’s dynamic investment sector.
If you find this opportunity aligns with your qualifications and career goals, 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
