Commerce Alliance Holdings Limited is in search of a Finance Manager proficient in portfolio and asset management to spearhead financial strategy, oversee investments, and enhance capital performance.
This position bridges finance and investments, overseeing the administration of investor funds, enhancing portfolio performance, facilitating capital acquisition efforts, and upholding rigorous financial governance standards across all investment structures.
The perfect fit for this role combines strong analytical skills with a sharp commercial acumen, enabling them to interpret financial data and convert it into well-informed investment strategies.
Oversee and execute a range of critical duties to ensure seamless operations and deliver outstanding results. Lead key initiatives, drive strategic projects, and collaborate with cross-functional teams to achieve organizational objectives. Develop and implement policies, procedures, and best practices to enhance efficiency, compliance, and performance. Monitor progress, analyze outcomes, and provide data-driven recommendations to optimize workflows and decision-making. Serve as a liaison between departments, fostering alignment and communication to support unified goals. Ensure adherence to industry regulations, quality standards, and ethical guidelines while maintaining high accountability for all assigned tasks.
Portfolio & Investment Management professionals are responsible for overseeing client investments, developing tailored strategies to optimize returns, and ensuring alignment with financial objectives and risk tolerance. They conduct thorough market analysis, monitor portfolio performance, and make data-driven decisions to enhance asset allocation. Strong analytical skills, proficiency in financial modeling, and a deep understanding of market trends are essential. Additionally, these professionals must maintain clear communication with clients, provide regular updates, and ensure compliance with regulatory standards while delivering exceptional advisory services.
Responsible for directing and administering investment portfolios spanning diverse asset classes, including fixed income, equities, alternative investments, and internal ventures.
Develop and implement strategic asset allocation plans with the goal of maximizing risk-adjusted returns across the portfolio.
Conduct investment analysis, financial modelling, and due diligence on new opportunities
Monitor and assess portfolio performance in relation to established benchmarks and return objectives, providing clear and timely reports on outcomes.
The position involves assisting in the establishment and oversight of investment product frameworks, including Penny vest.
The role encompasses financial planning and control functions, ensuring accurate financial forecasting, budget development, and variance analysis to support strategic decision-making. Responsibilities include managing financial reporting processes, maintaining compliance with regulatory standards, and implementing internal controls to safeguard organizational assets. The position requires proficiency in financial modeling, data analysis, and ERP systems, along with strong communication skills to present insights to stakeholders. A degree in finance, accounting, or a related field is essential, and professional certifications such as CPA or CFA are advantageous. Experience in financial management, preferably in a corporate or enterprise environment, is highly preferred.
Oversee the development and execution of budgeting, forecasting, and financial planning initiatives across the organization and its investment vehicles.
Oversee liquidity management, cash flow optimization, and strategic capital deployment initiatives to ensure financial stability and growth.
Compile monthly, quarterly, and annual financial statements tailored for both internal stakeholders and investors.
Maintain the precision, reliability, and punctuality of all financial data to uphold its accuracy and integrity.
We specialize in capital acquisition and maintaining strong relationships with stakeholders and investors. The role involves securing essential funding and nurturing investor partnerships to drive sustained growth. Responsibilities include identifying and pursuing funding opportunities, cultivating investor confidence, and ensuring timely and transparent communication regarding financial performance and strategic initiatives. Ideal candidates will have proven experience in capital markets, investor relations, and a track record of successfully raising funds. Strong interpersonal skills, financial acumen, and the ability to articulate value propositions are essential for this position.
Facilitate capital formation efforts through strategic initiatives such as investment galas and investor roadshows.
Construct detailed financial models and generate accurate return projections specifically tailored for investor presentations.
Draft investor reports, compile performance summaries, and develop interactive dashboards to track and present key metrics and insights.
Assist in the development of investment products tailored to appeal to institutional investors and high-net-worth individuals (His).
Risk mitigation and regulatory adherence form the core of this position, which entails identifying potential threats to organizational stability, assessing their likelihood and impact, and implementing strategies to minimize exposure while ensuring adherence to applicable laws and internal policies. The role requires meticulous monitoring of regulatory changes, conducting thorough risk assessments, and developing robust compliance frameworks to safeguard assets and maintain operational integrity. Additionally, the incumbent will collaborate with cross-functional teams to promote a culture of accountability, provide guidance on risk-related matters, and ensure that all business practices align with legal and ethical standards. Strong analytical skills, attention to detail, and the ability to interpret complex regulations are essential, along with effective communication to report findings and recommend corrective actions to senior leadership.
Our responsibilities include the identification, evaluation, and strategic management of financial and investment risks across portfolios.
Ensure adherence to all applicable regulatory mandates and established internal investment guidelines.
Implement and uphold robust internal controls and governance frameworks to ensure compliance and operational integrity.
Analyze macroeconomic indicators and market movements to assess their influence on asset valuation and performance.
The Strategic Finance & Growth role focuses on driving financial planning, analysis, and strategic initiatives to support organizational expansion. Key responsibilities include developing financial models, forecasting revenue and expenses, and evaluating investment opportunities to optimize capital allocation. The position requires strong analytical skills, proficiency in financial software, and the ability to collaborate with cross-functional teams to align financial strategies with business objectives. A bachelor’s degree in finance, accounting, or a related field is required, along with 5+ years of progressive finance experience, preferably in a growth-oriented company.
Deliver strategic financial analyses to inform high-level executive decisions and support organizational growth initiatives.
Assess emerging business opportunities, potential partnerships, and various asset classes to identify viable avenues for growth and strategic expansion.
Facilitate mergers and acquisitions (M&A), joint ventures, and strategic initiatives for market expansion.
Enhance capital efficiency and maximize return on investment across every portfolio allocation.
Collaborating effectively with stakeholders and cross-functional teams is essential to drive alignment, ensure transparency, and achieve shared objectives. This role requires strong interpersonal skills to build and maintain relationships with internal and external partners, fostering trust and open communication. You will engage with senior leadership, department heads, and vendors to gather input, address concerns, and facilitate decision-making processes. Additionally, you’ll coordinate efforts across teams to streamline workflows, resolve conflicts, and ensure cohesive project execution. Experience in stakeholder management, conflict resolution, and clear articulation of goals is critical for success in this position.
Collaborate effectively with senior executives, product divisions, and operational units to align strategies and drive organizational success.
Oversee interactions and maintain strong professional connections with auditors, regulatory bodies, custodians, and financial collaborators.
Contribute to the development and enhancement of a high-performing finance and investment team.
Requirements
A four-year 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.
Demonstrated success in overseeing or evaluating investment portfolios is essential for candidates applying for this role.
Demonstrates exceptional proficiency in financial modeling, valuation techniques, and portfolio analysis.
Proficiency in capital raising initiatives or positions involving direct interaction with investors would be highly beneficial.
Professional certifications like ICAN, CFA, ARCA, or CPA are strongly preferred.
Proven expertise in [specific skills relevant to the role] is essential, along with robust analytical and problem-solving capabilities. Strong proficiency in [specific software/tools] is required, complemented by exceptional interpersonal and communication skills to foster effective collaboration. The ideal candidate will demonstrate meticulous attention to detail, adaptability to dynamic work environments, and the ability to manage multiple priorities efficiently. Leadership experience, including team motivation and project oversight, is highly desirable, as is a commitment to continuous professional development and innovation.
Proficient knowledge of asset and portfolio management principles is essential, encompassing comprehensive expertise in the strategies, methodologies, and best practices that govern the effective allocation, optimization, and oversight of financial assets and investment portfolios.
Analytical and quantitative abilities are essential for this position.
Commercial awareness and investment acumen
Conduct thorough risk evaluations and implement strategic measures to mitigate potential threats.
Strong proficiency in investor relations and communication is required, along with a proven ability to deliver clear and compelling reports to stakeholders.
A strong commitment to ethical conduct and meticulous financial stewardship is required.
Tracks and analyzes key performance indicators (KPIs) to evaluate operational effectiveness, ensuring alignment with organizational goals. Monitors progress toward targets, identifies trends, and generates actionable insights to optimize workflows and enhance productivity. Develops and maintains dashboards, reports, and visualizations to communicate performance data clearly to stakeholders, facilitating informed decision-making. Collaborates with cross-functional teams to refine metrics, set benchmarks, and implement data-driven strategies that drive continuous improvement and sustainable growth.
Portfolio performance metrics, including return on investment (ROI) and internal rate of return (IRR), must be evaluated in comparison to established benchmarks to assess effectiveness and strategic alignment.
Assets Under Management (AUM) expansion is a key performance metric, with a primary focus on enhancing portfolio value through strategic asset allocation, client engagement, and market positioning. This objective involves cultivating strong client relationships, identifying high-growth investment opportunities, and ensuring rigorous risk management practices. Additionally, the role may require collaboration with cross-functional teams to optimize fund performance, leverage data-driven insights for decision-making, and maintain compliance with regulatory standards. Strong analytical skills, a results-oriented mindset, and a deep understanding of financial markets are essential to drive sustainable growth and meet client expectations.
Capital raising initiatives must achieve predetermined financial targets to ensure the organization’s strategic growth objectives are met. These efforts require meticulous planning, persuasive communication with potential investors, and rigorous financial analysis to present compelling investment opportunities. The role demands proficiency in financial modeling, deep understanding of market trends, and the ability to negotiate favorable terms while maintaining strong stakeholder relationships. Candidates should possess a track record of successfully securing funding, experience in deal structuring, and expertise in regulatory compliance to navigate complex fundraising environments effectively.
Delivering accurate and timely financial and investor reports is essential to the role. This position requires meticulous attention to detail to ensure all financial data and reporting standards are upheld. Timely submission of reports is critical, as it directly impacts decision-making processes and regulatory compliance. The successful candidate will be responsible for maintaining high standards of precision while adhering to strict deadlines.
Ensuring strict compliance with regulations and effectively managing risk exposure are critical responsibilities of this role. The position involves meticulously monitoring adherence to established policies and procedures to mitigate potential risks and maintain organizational integrity. Additionally, the individual will be tasked with identifying emerging compliance issues and implementing corrective measures to uphold operational standards and regulatory requirements.
We aim to enhance returns and optimize capital utilization across various investment vehicles.
This position is pivotal to the organization’s success, as it directly contributes to critical objectives and drives meaningful impact. The ideal candidate will play a key role in executing strategies, supporting key initiatives, and ensuring alignment with broader company goals. Responsibilities include collaborating with cross-functional teams, analyzing performance data, and implementing process improvements to enhance efficiency. Candidates must possess exceptional problem-solving skills, a proactive mindset, and the ability to thrive in a dynamic environment. Additionally, the role demands strong communication abilities to convey complex ideas clearly and influence stakeholders at all levels. A track record of delivering measurable results in similar capacities is essential for consideration.
This position is pivotal to establishing a reputable and high-caliber asset management enterprise. The Finance Manager will spearhead efforts to uphold investor trust, foster sustainable returns, and solidify Invest Trust Assets Management Limited’s standing as a distinguished participant in Nigeria’s investment sector.
If this opportunity aligns with your qualifications and interests, 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
