Invest Trust Assets Management Limited, a subsidiary of Commerce Alliance Holdings Limited is seeking a Finance Manager with strong portfolio and asset management experience to lead financial strategy, investment oversight, and capital performance optimization.
This role sits at the intersection of finance and investments—responsible for managing investor funds, optimizing portfolio returns, supporting capital raising initiatives, and ensuring strong financial governance across all investment vehicles.
The ideal candidate is both analytically rigorous and commercially minded, with the ability to translate financial data into strategic investment decisions.
Key Responsibilities
Portfolio & Investment Management
- Oversee and manage investment portfolios across multiple asset classes (fixed income, equities, alternative investments, and internal ventures)
- Drive portfolio allocation strategies to optimize risk-adjusted returns
- Conduct investment analysis, financial modelling, and due diligence on new opportunities
- Track and report portfolio performance against defined benchmarks and return targets
- Support structuring and management of investment products (e.g., Pennyvest)
Financial Planning & Control
- Lead budgeting, forecasting, and financial planning across the business and investment vehicles
- Manage liquidity, cash flow, and capital deployment strategies
- Prepare monthly, quarterly, and annual financial reports for internal and investor use
- Ensure accuracy, integrity, and timeliness of all financial data
Capital Raising & Investor Management
- Support capital formation initiatives, including investment galas and investor roadshows
- Develop financial models and return projections for investor pitches
- Prepare investor reports, updates, and performance dashboards
- Assist in structuring investment offerings to attract institutional and HNI investors
Risk Management & Compliance
- Identify, assess, and manage financial and investment risks across portfolios
- Ensure compliance with regulatory requirements and internal investment policies
- Implement and maintain strong internal controls and governance frameworks
- Monitor macroeconomic and market trends impacting asset performance
Strategic Finance & Growth
- Provide financial insights to guide executive decision-making and expansion strategy
- Evaluate new business opportunities, partnerships, and asset classes
- Support M&A, joint ventures, and new market entry initiatives
- Drive capital efficiency and ROI optimization across all investments
Stakeholder & Team Collaboration
- Work closely with executive leadership, product teams, and operations
- Manage relationships with auditors, regulators, custodians, and financial partners
- Support the build-out of a high-performing finance and investment team
Requirements
- Bachelor’s degree in finance, Accounting, Economics, or related field
- 5-7 years’ experience in finance, asset management, investment banking, or related field
- Proven experience managing or analysing investment portfolios
- Strong financial modelling, valuation, and portfolio analysis skills
- Experience with capital raising or investor-facing roles is a strong advantage
- Professional certifications such as ICAN, CFA, ACCA, or CPA are highly preferred
Key Skills & Competencies
- Deep understanding of asset and portfolio management principles
- Strong analytical and quantitative skills
- Commercial awareness and investment acumen
- Risk assessment and mitigation expertise
- Excellent communication and investor reporting skills
- High level of integrity and financial discipline
KPIs / Success Metrics
- Portfolio performance (ROI, IRR) vs. benchmarks
- Assets Under Management (AUM) growth
- Success of capital raising initiatives
- Accuracy and timeliness of financial and investor reporting
- Risk exposure and compliance adherence
- Profitability and capital efficiency across investment vehicles.
Why This Role Matters
This role is critical to building a trusted, high-performing asset management business. The Finance Manager will play a key role in ensuring investor confidence, driving sustainable returns, and positioning Invest Trust Assets Management Limited as a credible player in Nigeria’s investment landscape.
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