Commerce Alliance Holdings Limited is in search of a Finance Manager who possesses extensive expertise 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 capital, enhancing portfolio performance, facilitating capital acquisition efforts, and maintaining rigorous financial governance standards across all investment structures.
The successful applicant demonstrates strong analytical skills alongside a sharp commercial awareness, enabling them to convert financial data into strategic investment choices.
Oversee and execute critical duties to ensure operational excellence, including developing and implementing strategic initiatives, managing cross-functional teams, and fostering a collaborative work environment. Analyze performance metrics to identify trends, optimize processes, and drive continuous improvement across all departments. Lead project planning, execution, and delivery while maintaining strict adherence to budgetary constraints and timelines. Provide guidance and mentorship to team members to enhance professional growth and productivity. Ensure compliance with industry regulations and company policies, mitigating risks and upholding organizational integrity. Facilitate effective communication between stakeholders and leadership to align goals and streamline decision-making.
We oversee the strategic development and ongoing management of investment portfolios, ensuring alignment with client objectives, risk tolerance, and market conditions. This role involves conducting thorough research and analysis to identify high-potential investment opportunities, diversifying asset allocation, and optimizing performance through active monitoring and periodic rebalancing. Additionally, we provide detailed reporting and insights to stakeholders, maintaining transparency and fostering trust in our investment strategies. Strong analytical skills, proficiency in financial modeling, and a deep understanding of market trends are essential, alongside exceptional communication abilities to articulate complex investment decisions clearly.
Responsible for directing and administering investment portfolios spanning diverse asset categories, including fixed income, equities, alternative investments, and internal ventures.
Formulate and implement strategic asset allocation approaches aimed at enhancing portfolio performance while balancing risk and return considerations.
Perform comprehensive investment evaluations, construct detailed financial models, and execute thorough due diligence on prospective opportunities.
Monitor and evaluate portfolio performance in relation to predetermined benchmarks and return objectives, documenting and presenting findings with clarity and precision.
Assist in the development and oversight of investment product frameworks, including but not limited to Penny vest, to ensure efficient structuring and management.
Oversee financial planning and control functions to ensure accurate budgeting, forecasting, and financial reporting. Develop and maintain comprehensive financial models to analyze performance trends, identify variances, and recommend corrective actions. Prepare and present detailed financial statements, including income statements, balance sheets, and cash flow reports, in compliance with regulatory standards. Collaborate with senior management to align financial strategies with organizational goals, providing actionable insights and strategic recommendations. Monitor key financial metrics, such as revenue growth, profitability, and liquidity, to assess business health and support decision-making processes. Implement and maintain robust internal controls to mitigate risks and ensure compliance with policies and regulations. Lead financial analysis projects to evaluate investment opportunities, cost optimization initiatives, and operational efficiencies. Direct the preparation of annual budgets and periodic financial forecasts, ensuring alignment with strategic objectives and stakeholder expectations.
Drive financial strategy by overseeing budgeting, forecasting, and comprehensive planning initiatives for both the organization and its investment vehicles.
Oversee liquidity management, cash flow optimization, and strategic capital allocation initiatives.
Compile internal and investor-oriented financial reports on a monthly, quarterly, and annual basis.
Ensure accuracy, integrity, and timeliness of all financial data
Capital mobilization and investor relations form the core responsibilities of this role. Candidates must possess a proven track record in securing funding from diverse sources, including venture capital, private equity, and institutional investors. Proficiency in financial modeling, valuation techniques, and deal structuring is essential. Additionally, the ideal candidate will demonstrate exceptional communication skills to cultivate and maintain strong relationships with stakeholders, ensuring alignment with business objectives. Responsibilities encompass identifying prospective investors, presenting compelling investment proposals, negotiating terms, and overseeing post-investment engagement to maximize value creation for all parties involved.
Facilitate capital formation initiatives by organizing and executing investment galas and investor roadshows.
Construct and formulate comprehensive financial models while generating detailed return projections tailored for investor presentations.
Compile investor reports, regulatory updates, and performance dashboards to ensure transparent and timely communication of financial insights and strategic developments.
Contribute to the development and presentation of investment opportunities designed to engage institutional investors and high-net-worth individuals (His).
Risk Management & Compliance professionals ensure the organization adheres to regulatory standards, identifies potential threats, and implements strategies to mitigate risks. They develop and enforce compliance policies, conduct audits, and provide training to employees on regulatory requirements. Additionally, they monitor changes in laws and regulations, assess their impact on operations, and recommend corrective actions. Strong analytical skills, attention to detail, and knowledge of industry-specific regulations are essential for success in this role.
Identify, assess, and manage financial and investment risks across portfolios
Verify adherence to all applicable regulatory mandates and established internal investment guidelines.
Establish and uphold robust internal controls and governance frameworks to ensure compliance and operational integrity.
Track and analyze macroeconomic and market trends that influence asset performance to identify potential risks and opportunities.
The position involves driving the organization’s financial strategy and overseeing its growth initiatives, ensuring alignment with long-term objectives. Key responsibilities include analyzing financial performance, identifying opportunities for expansion, and developing data-driven strategies to optimize profitability and scalability. The role requires a strong background in financial modeling, strategic planning, and cross-functional collaboration to support executive decision-making. Qualifications include a bachelor’s or advanced degree in finance, accounting, or a related field, along with proven experience in financial leadership and a track record of executing growth strategies.
Deliver strategic financial analyses to inform high-level executive choices and drive expansion initiatives.
Assess emerging business opportunities, strategic partnerships, and diverse asset classes to identify potential growth avenues and investment prospects.
Facilitate mergers and acquisitions, joint venture formations, and expansion into untapped markets.
Optimize capital efficiency and enhance return on investment (ROI) across the entire portfolio of investments.
Collaborate effectively with stakeholders and cross-functional teams to ensure alignment on project objectives, deliverables, and timelines. Facilitate clear communication channels between leadership, departments, and external partners to drive consensus and resolve conflicts. Participate in strategic discussions to provide insights and recommendations that support organizational goals. Build and maintain strong relationships with key influencers to foster a collaborative work environment and enhance operational efficiency. Ensure all parties are informed, engaged, and committed to achieving shared outcomes.
Collaborate effectively with senior leadership, product divisions, and operational groups to align strategic initiatives and ensure cohesive execution across departments.
Develop and maintain productive relationships with external stakeholders, including auditors, regulatory bodies, custodians, and financial partners.
Facilitate the establishment and growth of a top-tier finance and investment team to drive operational excellence and strategic decision-making.
The candidate must possess a minimum of three years of experience in a related field and demonstrate proficiency with industry-standard software tools. Strong analytical skills and attention to detail are essential. Excellent verbal and written communication skills are required, alongside the ability to collaborate effectively in a team setting. A bachelor’s degree in a relevant discipline is preferred, though equivalent professional experience may be considered. The individual should exhibit problem-solving capabilities and a commitment to continuous improvement. Familiarity with project management methodologies is advantageous.
A bachelor’s degree in finance, accounting, economics, or a closely related discipline is required.
With five to seven years of professional experience in the finance sector—including asset management, investment banking, or closely related disciplines—you possess a robust background in financial operations.
Demonstrated success in overseeing or evaluating investment portfolios is essential.
Professionals must demonstrate exceptional proficiency in financial modelling, valuation methodologies, and comprehensive portfolio analysis techniques.
Proficiency in capital raising initiatives or positions involving direct interaction with investors represents a significant benefit for this role.
Highly valued are professional certifications including ICAN, CFA, ARCA, or CPA.
Proficiently demonstrates strong analytical abilities, exceptional problem-solving skills, and adept communication proficiency, ensuring effective collaboration and decision-making. Exhibits a deep understanding of industry-specific methodologies and best practices, coupled with a commitment to continuous professional development. Maintains a high degree of organizational acumen, meticulous attention to detail, and the capacity to manage multiple priorities efficiently. Demonstrates leadership qualities, adaptability in dynamic environments, and a results-driven mindset to achieve organizational objectives.
Proficient in asset and portfolio management fundamentals, with a comprehensive grasp of core principles and best practices.
Possesses exceptional analytical and quantitative capabilities, enabling precise data interpretation and informed decision-making. Demonstrates proficiency in evaluating complex information and deriving actionable insights from numerical data. Requires a keen eye for detail and the ability to apply logical reasoning to solve intricate challenges.
Proven expertise in commercial strategy and investment analysis is required, along with a deep understanding of market dynamics and financial performance. Candidates must demonstrate a strong ability to evaluate investment opportunities, assess risk factors, and drive value creation through strategic decision-making.
Conduct comprehensive risk evaluations and develop strategic measures to mitigate potential hazards, ensuring robust protection against adverse events.
Proven expertise in articulate communication and the preparation of comprehensive investor reports is essential.
A strong commitment to ethical standards and financial prudence is essential.
Delivers measurable outcomes and quantifiable benchmarks to assess performance effectiveness. Tracks critical indicators such as productivity rates, efficiency ratios, and quality standards to evaluate success. Establishes clear targets aligned with business objectives to ensure meaningful progress is achieved. Evaluates data-driven insights to refine strategies, optimize processes, and enhance overall performance.
Portfolio performance, including metrics such as return on investment (ROI) and internal rate of return (IRR), will be evaluated in comparison to established benchmarks.
Assets Under Management (AUM) growth encompasses the strategic expansion and enhancement of a portfolio’s investment capital, driven by client acquisition, market performance, and efficient asset allocation. This objective requires a deep understanding of financial markets, robust relationship-building skills, and the ability to identify high-potential investment opportunities. Professionals in this domain must analyze market trends, evaluate risk factors, and implement scalable growth strategies to attract and retain investors while optimizing returns. Additionally, they must ensure compliance with regulatory standards, maintain transparent reporting, and leverage data-driven insights to refine portfolio performance.
Capital raising initiatives will be driven by the successful execution of strategic financial strategies, ensuring robust funding acquisition to support organizational growth and expansion objectives. The role demands meticulous financial analysis, strong relationship-building capabilities with investors, and a deep understanding of market trends to effectively navigate the complexities of fundraising. Additionally, the position requires adept negotiation skills to secure favorable terms, comprehensive due diligence to assess investment viability, and the ability to develop compelling investment proposals that resonate with potential stakeholders. Proficiency in financial modeling and valuation techniques is essential, along with the capacity to align fundraising efforts with long-term business goals.
Ensure the precision and punctuality of financial statements and investor communications.
Risk exposure and ensuring compliance with regulatory standards are critical responsibilities of this role. The incumbent will be tasked with identifying potential risks, assessing their impact, and implementing mitigation strategies to safeguard organizational integrity. Additionally, they will monitor adherence to internal policies and external regulations, providing timely reports and recommendations to mitigate compliance gaps. Strong analytical skills, attention to detail, and a deep understanding of industry regulations are essential for success in this position.
Strive to optimize profitability and enhance capital efficiency across all investment vehicles.
This role holds significant importance due to its critical impact on [specific team, project, or organizational goal]. By driving [key objective, such as innovation, efficiency, or growth], it plays a pivotal role in achieving [measurable outcome or strategic target]. The contributions made in this position directly influence [relevant department, client satisfaction, or business performance], underscoring its essential value to the organization’s overall success. Additionally, it offers an opportunity to develop and refine [specific skills or leadership capabilities], fostering both personal and professional advancement.
This position is vital for establishing a reliable and high-caliber asset management enterprise. The Finance Manager will be instrumental in fostering investor trust, optimizing sustainable returns, and elevating Invest Trust Assets Management Limited to a position of prominence within Nigeria’s competitive investment sector.
Should this opportunity resonate with your qualifications, please forward 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
