Commerce Alliance Holdings Limited is in search of an experienced Finance Manager proficient in portfolio and asset management to spearhead financial strategy formulation, oversee investment activities, and enhance capital performance.
This position bridges finance and investments, overseeing the strategic management of investor capital, enhancing portfolio performance, facilitating capital acquisition efforts, and upholding rigorous financial governance standards across all investment platforms.
The preferred applicant demonstrates strong analytical precision and a business-focused mindset, adept at converting financial data into strategic investment choices.
Oversee and execute essential duties encompassing the core functions of the role, ensuring alignment with organizational objectives and operational standards. Implement strategic initiatives to enhance productivity, efficiency, and effectiveness within the assigned department. Conduct regular assessments to monitor performance metrics, identify areas for improvement, and recommend corrective actions as necessary. Collaborate with cross-functional teams to foster synergy, streamline workflows, and achieve collective goals. Maintain meticulous documentation of processes, outcomes, and compliance measures to uphold accountability and transparency. Provide guidance and mentorship to team members, promoting professional development and fostering a culture of continuous growth.
Portfolio & Investment Management involves the strategic oversight and administration of client assets to achieve specific financial objectives. This role encompasses the development and management of diversified investment portfolios, ensuring alignment with risk tolerance, market conditions, and long-term goals. Responsibilities include conducting thorough financial analyses, selecting appropriate investment vehicles, and continuously monitoring portfolio performance. Strong analytical skills, a deep understanding of market trends, and proficiency in financial modeling are essential. Additionally, effective communication and client relationship management are critical to delivering tailored investment strategies and maintaining trust.
Manage investment portfolios spanning various asset classes, including fixed income, equities, alternative investments, and internal ventures.
Formulate and execute portfolio allocation strategies with the aim of enhancing risk-adjusted returns.
Perform comprehensive investment evaluations, develop detailed financial models, and execute thorough due diligence on prospective opportunities.
Monitor and document portfolio performance relative to established benchmarks and return objectives, ensuring accurate and timely assessments.
Assist in the development and oversight of investment product frameworks, including Penny vest, to ensure effective structuring and ongoing management.
Oversee financial planning, budgeting, and control activities to ensure organizational fiscal health. Develop and implement strategic financial plans, monitor expenditures, and analyze financial performance to identify variances and recommend corrective actions. Prepare comprehensive financial reports, forecasts, and projections to support executive decision-making. Collaborate with department heads to align financial objectives with operational goals. Ensure compliance with regulatory requirements and internal policies while optimizing resource allocation. Conduct financial risk assessments and implement mitigation strategies. Lead budget formulation, tracking, and variance analysis, providing actionable insights to stakeholders.
Direct responsibility includes developing, overseeing, and executing comprehensive budgeting, financial forecasting, and strategic planning initiatives for the organization and its investment vehicles.
Oversee liquidity management, cash flow optimization, and capital allocation strategies to ensure financial stability and growth.
Compile financial statements on a monthly, quarterly, and annual basis to support both internal decision-making and external investor reporting.
Maintain the precision, reliability, and timely delivery of all financial data to uphold organizational standards and compliance requirements.
Capital mobilization and investor relations represent critical functions within our organization, focusing on securing vital funding and maintaining robust partnerships with stakeholders. This role demands a strategic approach to identifying and engaging potential investors, alongside nurturing enduring relationships to support long-term growth objectives. Key responsibilities include evaluating market opportunities, negotiating terms, and ensuring compliance with regulatory standards. The ideal candidate will possess a proven track record in financial services, exceptional communication skills, and the ability to develop and execute innovative capital strategies.
Facilitate capital formation strategies by organizing and executing investment-focused events such as galas and investor roadshows.
Create financial models and generate return projections specifically for investor presentations.
Compile investor updates, performance dashboards, and detailed reports to ensure clear and timely communication of financial insights and investment progress.
Assist in developing structured investment products tailored to engage institutional and high-net-worth investors, ensuring alignment with strategic financial objectives and market demands.
Overseeing risk management and ensuring compliance with regulatory standards are integral responsibilities of this role. The position demands meticulous attention to detail, a comprehensive understanding of industry regulations, and the ability to implement robust control measures. Key duties include identifying potential risks, assessing their impact, and developing mitigation strategies to safeguard organizational integrity. Additionally, the role requires staying abreast of evolving compliance requirements, conducting thorough audits, and reporting findings to senior leadership. Strong analytical skills, proficiency in risk assessment frameworks, and expertise in compliance protocols are essential for success in this position.
Identify, evaluate, and mitigate financial and investment risks within portfolios to ensure optimal performance and stability.
Verify adherence to all applicable regulatory standards and established internal investment guidelines.
Develop and uphold robust internal control systems and governance frameworks to ensure operational integrity and compliance with regulatory standards.
Analyze macroeconomic indicators and market dynamics to assess their influence on asset valuation and performance.
We are seeking a seasoned Strategic Finance & Growth professional to drive financial planning, forecasting, and growth initiatives. The ideal candidate will possess a strong analytical mindset, proficiency in financial modeling, and experience in M&A and capital markets. Key responsibilities include optimizing capital structure, identifying strategic investment opportunities, and collaborating with executive leadership to align financial strategies with long-term business objectives. Requirements encompass a Bachelor’s degree in Finance, Economics, or a related field, along with 7+ years of progressive finance experience, preferably within a corporate or advisory setting. Exceptional communication, strategic thinking, and stakeholder management skills are essential for success in this role.
Deliver strategic financial analysis to inform executive decisions and facilitate business growth initiatives.
Assess potential business ventures, collaborations, and investment categories to identify strategic growth prospects.
Provide assistance in merger and acquisition projects, strategic alliances, and initiatives aimed at expanding into new markets.
Enhance capital efficiency and maximize return on investment across every investment initiative.
Collaborating with stakeholders and cross-functional teams is essential for driving project success, ensuring alignment on objectives, and fostering transparent communication throughout the process. This role requires proactive engagement with internal and external partners to gather insights, address concerns, and secure necessary resources to meet project milestones. Strong interpersonal skills, the ability to influence without authority, and a collaborative mindset are critical for building trust, resolving conflicts, and maintaining productive relationships. Additionally, the position demands a keen understanding of diverse perspectives to integrate feedback effectively and drive collective decision-making.
Collaborate effectively with senior leadership, product divisions, and operational units to align strategic objectives and drive cohesive decision-making across the organization.
Oversee interactions and maintain strong professional connections with auditors, regulatory bodies, custodial institutions, and financial collaborators.
Facilitate the development and enhancement of a high-performing finance and investment team.
Candidates must possess a minimum of five years of relevant experience in the field. A bachelor’s degree in a related discipline is required, though a master’s degree is preferred. Proficiency in industry-standard software and tools is essential, along with strong analytical and problem-solving skills. Excellent communication and teamwork abilities are also necessary. Prior leadership or project management experience is advantageous but not mandatory.
A bachelor’s degree in finance, accounting, economics, or a closely related discipline is required for this position.
With a minimum of five to seven years of professional experience in finance, asset management, investment banking, or a closely related discipline, you bring a strong foundation of expertise to this role.
Demonstrates a track record of successfully overseeing investment portfolios, along with expertise in evaluating their performance and risk profiles.
Proficient in financial modelling, valuation, and portfolio analysis.
Proficiency in capital raising initiatives or roles that involve direct engagement with investors is highly beneficial.
Professional certifications, including ICAN, CFA, ARCA, or CPA, are strongly favored among applicants.
Proficient communication skills, both verbal and written, along with strong problem-solving abilities and meticulous attention to detail, are essential for this role. Demonstrated proficiency in project management, team collaboration, and stakeholder engagement is required. Familiarity with industry-specific software, tools, or methodologies is a must, as is the ability to analyze complex data and derive actionable insights. Candidates should exhibit adaptability in dynamic environments, leadership in driving initiatives, and a commitment to continuous professional development. Experience in [specific industry or field, if applicable] and a track record of delivering measurable results are highly valued.
A strong command of asset and portfolio management fundamentals is essential, along with expertise in their underlying principles.
Analytical and quantitative capabilities are essential, along with the ability to interpret complex data effectively.
Commercial insight and investment expertise are essential qualities for this role. Proficiency in understanding market dynamics and identifying profitable opportunities is required, along with the ability to evaluate financial performance and make data-driven decisions. Candidates must demonstrate a strong grasp of economic trends, industry landscapes, and strategic financial management to excel in this position.
Conducting thorough risk evaluations and implementing effective mitigation strategies are essential responsibilities of this role. Candidates must possess a strong background in identifying potential risks, analyzing their impact, and developing proactive solutions to minimize exposure. Proficiency in risk assessment methodologies, compliance frameworks, and data-driven decision-making is required. The ideal candidate will demonstrate the ability to anticipate challenges, assess vulnerabilities, and prioritize risk responses to safeguard organizational assets and ensure operational resilience.
Skilled in articulating effectively and delivering investor reports with precision.
Maintains a strong commitment to professional ethics and financial accountability.
Driving organizational success and operational efficiency hinges on consistently meeting or exceeding key performance indicators (KPIs) and other critical success metrics. These benchmarks serve as quantifiable measures to evaluate progress toward strategic objectives, ensuring alignment with overarching business goals. By rigorously tracking KPIs, teams can identify performance gaps, optimize resource allocation, and make data-driven decisions to enhance productivity and outcomes. Regular assessment of these metrics also fosters accountability, transparency, and continuous improvement across all levels of the organization.
Portfolio performance metrics, including return on investment (ROI) and internal rate of return (IRR), are evaluated in relation to established benchmarks to assess effectiveness and strategic alignment.
Assets Under Management (AUM) growth is a primary objective, requiring the implementation of strategic initiatives to expand the investment portfolio. The role demands a focus on client acquisition strategies, market analysis, and performance optimization to enhance fund attractiveness. Key responsibilities include developing and executing plans to increase investor engagement, leveraging data-driven insights to identify growth opportunities, and maintaining strong relationships with high-net-worth individuals and institutional clients. Additionally, the position involves monitoring industry trends, evaluating competitive positioning, and aligning marketing efforts to maximize returns and sustain long-term asset growth.
Capital raising initiatives must achieve their desired outcomes to be deemed successful.
Ensuring the precision and punctual delivery of financial and investor-related reports is essential. This role demands meticulous attention to detail to maintain the integrity and timeliness of all reporting obligations.
Risk exposure must be carefully evaluated while ensuring full compliance with all relevant regulations and standards, as these are critical to maintaining operational integrity and mitigating potential legal or financial penalties.
We strive to enhance profitability and optimize capital efficiency across our diverse investment vehicles, ensuring robust financial performance and sustainable growth strategies.
Why This Role Matters
This position is pivotal to establishing a reputable and high-caliber asset management enterprise. The Finance Manager will be instrumental in fostering investor trust, delivering consistent and sustainable returns, and establishing Invest Trust Assets Management Limited as a respected and dependable entity within Nigeria’s investment sector.
Should you find this opportunity to align with your qualifications, kindly submit your curriculum vitae 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
