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  • Posted: Apr 14, 2026
    Deadline: Apr 17, 2026
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  • Commerce Alliance Holdings Limited is an integrated investment and financial services group with interests across asset management, real estate, and capital markets. Through its subsidiary, Invest-Trust Asset Management Limited, the Group delivers structured wealth management and investment solutions to individuals and institutions, with a strong focus on lo...
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    Finanace & Capital Strategy Lead

    Role Summary

    We are seeking a highly strategic and execution-driven finance leader to build and lead the finance function across our asset management and investment platforms.

    This role goes beyond traditional accounting. The successful candidate will be responsible for designing financial systems, structuring investment products, managing capital flows, and supporting the Group’s AUM growth strategy.

    The ideal candidate must be comfortable operating at the intersection of finance, investment strategy, and regulatory compliance.

    Key Responsibilities

    Financial Strategy & Capital Structuring

    • Design and implement financial frameworks to support AUM growth targets
    • Develop pricing and fee structures for investment products
    • Support capital raising initiatives with financial models and investor materials
    • Work closely with leadership on capital allocation and deployment strategies

    Asset Management & Fund Operations

    • Oversee financial operations of investment products and portfolios
    • Monitor AUM growth, fund performance, and liquidity positions
    • Ensure proper segregation and management of client funds in line with regulatory standards
    • Coordinate with custodians, trustees, and other financial counterparties

     Regulatory & Compliance Reporting

    • Ensure full compliance with Securities and Exchange Commission (SEC) regulations
    • Prepare and oversee statutory and regulatory financial reports
    • Implement internal controls aligned with best practices in fund management

    Financial Systems & Controls

    • Build scalable finance and reporting systems to support business growth
    • Establish strong internal controls to safeguard assets and prevent financial risk
    • Oversee accounting operations, financial reporting, and audit processes

    Leadership & Business Partnering

    • Act as a strategic partner to the CEO and executive team
    • Provide financial insights to guide business decisions
    • Build and lead a lean, high-performance finance team

    Requirements

    • Bachelor’s degree in Finance, Accounting, Economics, or related field
    • Professional certification (ICAN, ACCA, CFA) strongly preferred
    • Minimum of 5–12 years experience in finance, with at least 3 years in financial services or asset management
    • Strong understanding of fund structures, capital markets, and investment products
    • Proven experience in financial modelling, capital structuring, and strategic finance
    • Familiarity with SEC regulations and reporting requirements

    Key Competencies

    • Strategic thinking and commercial awareness
    • Strong financial modelling and analytical skills
    • Deep understanding of capital flows and investment structures
    • High level of integrity and attention to detail
    • Ability to operate in a fast-paced, high-growth environment

    What Success Looks Like

    • Establishment of a robust finance and reporting system within the first 90 days
    • Clear visibility into AUM, liquidity, and financial performance
    • Strong alignment between financial strategy and business growth

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified candidates should apply using the Apply Now button below.

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