Commerce Alliance Holdings Limited is in search of a Finance Manager possessing robust expertise in portfolio and asset management to spearhead financial strategy development, oversee investment initiatives, and enhance capital performance.
This position bridges the gap between finance and investments, overseeing the management of investor funds, enhancing portfolio performance, spearheading capital acquisition efforts, and upholding robust financial governance across all investment vehicles.
The successful applicant demonstrates strong analytical capabilities alongside a commercial outlook, adept at converting financial data into strategic investment choices.
Oversee a range of critical responsibilities integral to the role, including managing day-to-day operations, leading cross-functional teams, and ensuring adherence to organizational policies and procedures. Develop and implement strategic initiatives to drive efficiency, enhance performance, and achieve long-term objectives. Collaborate closely with senior leadership to align departmental goals with company-wide priorities, fostering a cohesive and results-driven environment. Monitor key performance indicators, analyze data trends, and present actionable insights to inform decision-making. Maintain compliance with industry regulations, internal standards, and ethical guidelines while mitigating risks and resolving operational challenges. Serve as a liaison between departments, stakeholders, and external partners to facilitate seamless communication and collaboration. Champion innovation, continuous improvement, and a culture of accountability to support sustainable growth and organizational success.
We are seeking a skilled professional to oversee portfolio and investment management responsibilities, ensuring strategic asset allocation and robust performance. The ideal candidate will possess extensive experience in financial analysis, investment strategies, and risk assessment, along with a proven track record of optimizing investment returns. Responsibilities include analyzing market trends, constructing diversified portfolios, and providing actionable insights to stakeholders. Additionally, the role demands strong regulatory compliance knowledge, exceptional analytical skills, and the ability to communicate complex financial concepts effectively. A background in finance, economics, or a related field is essential, along with relevant certifications such as CFA or CFP.
Responsible for directing and administering investment portfolios spanning diverse asset classes, including fixed income, equities, alternative investments, and internal ventures.
Devise and implement strategic asset allocation frameworks to enhance portfolio performance while effectively managing risk exposure.
Perform comprehensive investment analysis, develop detailed financial models, and execute thorough due diligence on prospective opportunities.
Monitor and evaluate portfolio performance, ensuring alignment with designated benchmarks and return objectives, and submit comprehensive reports accordingly.
Structures and manages investment products such as Penny vest with precision and efficiency.
Responsible for overseeing financial planning, budgeting, forecasting, and performance analysis to ensure organizational fiscal health and strategic alignment. Develops and maintains comprehensive financial models, monitors expenditures, and identifies variances to support data-driven decision-making. Collaborates with leadership to align financial objectives with business goals, providing actionable insights and recommendations. Ensures compliance with regulatory standards, internal policies, and accounting principles while managing financial reporting processes. Analyzes market trends, competitive positioning, and financial risks to enhance profitability and sustainability. Leads cross-functional initiatives to optimize resource allocation, improve cost efficiency, and drive long-term value creation.
Drive financial strategy by overseeing budgeting, forecasting, and strategic planning initiatives for both the organization and its investment entities.
Oversee the development and implementation of strategies to optimize liquidity levels, ensure robust cash flow management, and strategically deploy capital resources.
Compile monthly, quarterly, and annual financial statements tailored for both internal stakeholders and external investors.
Maintain the precision, reliability, and timely processing of all financial data.
Capital acquisition and investor relations encompass the strategic initiatives to secure funding and maintain robust relationships with stakeholders. This role involves cultivating investor networks, negotiating financing terms, and overseeing the distribution of financial resources to drive organizational growth. Key responsibilities include preparing comprehensive financial reports, conducting due diligence assessments, and presenting investment opportunities to potential backers. Candidates must possess a strong background in finance, exceptional communication skills, and a proven ability to analyze market trends to identify viable funding sources.
Facilitate capital formation efforts by organizing and executing investment galas and investor roadshows.
Construct comprehensive financial models and generate detailed return projections tailored for investor presentations.
Compile investor reports, deliver updates, and construct performance dashboards to provide stakeholders with accurate, timely financial insights and strategic overviews.
Assist in developing and structuring investment products designed to appeal to institutional investors and high-net-worth individuals (His).
Manages risk assessment processes and ensures adherence to regulatory compliance standards to mitigate potential threats and uphold organizational integrity. Develops and implements robust frameworks to identify, evaluate, and address operational, financial, and strategic risks. Conducts comprehensive audits to verify compliance with internal policies and external legal requirements, while providing actionable recommendations to senior leadership. Collaborates with cross-functional teams to integrate risk management best practices into daily operations. Monitors emerging regulatory changes and industry trends to proactively adapt strategies and maintain compliance. Ensures timely reporting of risk exposures and compliance status to stakeholders and regulatory bodies.
Proactively evaluate and mitigate financial and investment risks within portfolio holdings, employing rigorous analysis to ensure robust risk management strategies.
Ensure adherence to all applicable regulatory mandates as well as established internal investment policies.
Develop and uphold robust internal controls and governance frameworks to ensure compliance and operational integrity.
Analyze macroeconomic indicators and market developments to assess their influence on asset performance.
The role focuses on advancing financial strategy and driving organizational expansion through meticulous financial planning and analysis. Key responsibilities include evaluating investment opportunities, optimizing capital allocation, and ensuring sustainable growth initiatives align with long-term business objectives. Applicants must possess a strong background in financial modeling, proficiency in data analysis tools, and the ability to translate complex financial data into actionable insights. Additionally, candidates should demonstrate experience in forecasting, risk assessment, and cross-functional collaboration to support executive decision-making and strategic initiatives.
Deliver strategic financial analysis to inform high-level executive choices and drive expansion initiatives.
Assess emerging business opportunities, strategic partnerships, and diverse asset classes to identify growth potential and strategic alignment.
We facilitate mergers and acquisitions, joint venture formations, and expansion into new markets as part of our strategic initiatives.
Enhance capital efficiency and maximize return on investment for every strategic initiative undertaken.
We collaborate with stakeholders and cross-functional teams to align objectives, share insights, and drive project success. This role requires effective communication with internal and external partners, ensuring transparency and fostering productive working relationships. You will participate in meetings, provide updates on progress, and address concerns to maintain alignment and momentum. Strong interpersonal skills and the ability to influence others are essential for managing diverse perspectives and achieving collective goals.
Collaborate effectively with senior leadership, product departments, and operational units to ensure alignment and cohesive execution of strategic initiatives.
Manage relationships with auditors, regulators, custodians, and financial partners
Facilitate the establishment and enhancement of a high-performing finance and investment team.
Seeking a detail-oriented professional with proven experience in a similar role, capable of thriving in a fast-paced environment. The ideal candidate will possess strong analytical skills, exceptional communication abilities, and a track record of delivering results under tight deadlines. Proficiency in [specific tools or software] is essential, along with a minimum of [X years] in [relevant field]. Additional qualifications include [specific certifications, degrees, or licenses], a collaborative mindset, and a commitment to continuous learning and innovation. Responsibilities include [list key duties], with a focus on [specific goals or objectives].
Hold a bachelor’s degree in finance, accounting, economics, or a closely related discipline.
With a minimum of five to seven years of professional experience in finance, asset management, investment banking, or a closely related discipline, the ideal candidate will bring a strong foundation in financial principles and strategic decision-making. This role demands a proven track record of success in high-stakes financial environments, where analytical rigor and industry expertise are essential to drive growth and optimize portfolio performance.
Demonstrated expertise in the administration or evaluation of investment portfolios is essential.
Proficiency in financial modelling, valuation methodologies, and portfolio analysis is essential.
Proficiency in capital raising initiatives or positions involving direct interaction with investors represents a significant asset.
Professional certifications such as ICAN, CFA, ACCA, or CPA are highly preferred
Proven expertise in strategic planning, problem-solving, and analytical thinking, with a strong ability to drive business growth and operational efficiency. Demonstrated proficiency in project management, cross-functional collaboration, and data-driven decision-making to achieve organizational objectives. Exceptional communication skills, both written and verbal, to articulate complex ideas clearly and influence stakeholders at all levels. A track record of delivering results under pressure, managing priorities effectively, and adapting to dynamic business environments. Solid technical knowledge in relevant tools and methodologies, coupled with a commitment to continuous learning and professional development.
Professionals must demonstrate a comprehensive knowledge of asset and portfolio management fundamentals and methodologies.
Analytical prowess and a facility for quantitative reasoning stand as essential qualifications for this position.
Commercial awareness and a keen understanding of investment principles are crucial for this role. Candidates must demonstrate a solid grasp of market trends, financial strategies, and economic factors influencing business decisions. Proficiency in analyzing investment opportunities, assessing risks, and identifying growth potential is essential. Strong research and analytical skills, combined with the ability to interpret financial data, will be key to success in this position.
Conduct comprehensive evaluations of potential risks and develop effective strategies to minimize or eliminate their impact.
Excellent interpersonal abilities and proficiency in crafting investor reports are required.
Maintains an unwavering commitment to ethical standards and fiscal responsibility.
Oversee the development and tracking of key performance indicators (KPIs) to evaluate organizational success, ensuring alignment with strategic objectives. Analyze data trends to identify performance gaps and recommend evidence-based improvements. Establish clear benchmarks and measurement frameworks to assess progress against goals. Regularly report findings to stakeholders, highlighting key insights and actionable recommendations. Collaborate with cross-functional teams to refine metrics and optimize performance outcomes. Possess strong analytical, problem-solving, and communication skills, with proficiency in data visualization tools and statistical analysis. Prior experience in KPI management or performance analysis is highly preferred.
Portfolio performance metrics, including return on investment (ROI) and internal rate of return (IRR), are evaluated in comparison to established benchmarks to assess effectiveness and strategic alignment. This analysis ensures alignment with performance objectives and informs decision-making processes.
Assets Under Management (AUM) growth entails expanding the total value of managed investments through strategic client acquisition, market performance optimization, and retention of high-value portfolios. This role demands a strong track record in driving AUM expansion, leveraging data-driven decision-making, and fostering long-term client relationships. Key responsibilities include identifying new investment opportunities, enhancing portfolio performance, and implementing scalable growth strategies. Proficiency in financial analysis, market trends, and client engagement is essential to achieve sustained AUM increases.
Capital raising initiatives play a pivotal role in driving organizational growth and sustainability, requiring meticulous planning, strategic execution, and robust stakeholder engagement to achieve desired financial outcomes. These efforts demand a deep understanding of market dynamics, investor expectations, and regulatory frameworks to optimize fundraising strategies and secure long-term funding solutions. Key responsibilities include identifying prospective investors, crafting compelling pitches, negotiating favorable terms, and managing post-campaign investor relations to ensure alignment with business objectives and maintain capital efficiency.
Ensure the precision and punctual delivery of financial and investor-related reporting meeting regulatory and stakeholder expectations.
The position entails ensuring adherence to regulatory standards and managing potential risks within the organization. This role is responsible for overseeing compliance with applicable laws, policies, and industry regulations while identifying and mitigating potential risks to safeguard the company’s operations and reputation.
Striving to enhance profitability and optimize capital efficiency across various investment vehicles is essential.
Why This Role Matters
This position is essential for establishing a reliable, high-caliber asset management enterprise. The Finance Manager will spearhead efforts to uphold investor trust, deliver consistent returns, and solidify Invest Trust Assets Management Limited’s standing as a reputable entity within Nigeria’s investment sector.
Should this description align with your qualifications, kindly submit your CV to hr@commerceallianceholdings.com, ensuring the role title is included in the subject line.
Qualifications
BA/BSc/HND
Experience Required
5 - 7 years
