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  • Posted: May 15, 2024
    Deadline: Jun 7, 2024
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    CardinalStone is a full service investment banking firm operating out of Lagos Nigeria. The firm began operations in June 2008 and is currently registered by the Nigerian Securities & Exchange Commission to operate as an Issuing House, Fund Manager and Broker/Dealer. CardinalStone Securities Limited is the licensed Stockbroking subsidiary of CardinalSton...
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    Finance Manager

    Job Summary

    • finance manager is to support the organization's financial well-being by making informed decisions, managing risks, and optimizing resource allocation.

    Job Details

    Responsibilities

    • Create, monitor and direct the implementation of strategic business plans based on the analysis of the company’s status and financial forecasts.
    • Direct the financial reporting for the organisation. This includes monthly financial reporting, budgeting and forecasting.
    • Develop performance measures and monitoring systems that supports the company’s strategic direction. 
    • Presentation of financial results and insights to the Board 
    • Managing and overseeing the taxation affairs of the organisation and liaising with the external tax firm for specialist advice
    • Managing and overseeing the cash flow of the company and ensuring it has the appropriate treasury controls 
    • Managing the External Auditor relationship and ensuring the organization is compliant with accounting standards 
    • Managing and overseeing the company's banking and borrowing arrangements 
    • Managing relationships with Investors (where applicable)
    • Managing and overseeing the company’s financial system
    • Recruitment, training, mentoring and development of staff
    • Direct and Oversee liquidation management, Accounts Payable, Accounts Receivable, Tax, Treasury, Payroll, Cash flow reporting, Financial and Management Accounting functions. 
    • Advising and implementing best practice methods to increase revenue and reduce costs
    • Managing and tracking budget and accounting information including billing, collections, and tax information.

    Requirements

    Education    

    • Minimum of First Degree in Accounting, Finance or Economics

    Experience    

    • At least 8 years in a similar role in the financial industry
    • 3 years should be in a managerial position with at least 2 years of experience in a treasury or payments role.
    • License & Certification    Relevant professional qualification e.g., ICAN, ACCA or CFA

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    Backend Software Engineer

    Job Summary

    • CardinalStone is looking for a PHP Backend Developer responsible for managing back-end services and the interchange of data between the server and the frontend.
    • Your primary focus will be the development of all server-side logic, definition, and maintenance of databases, optimization of legacy code base and ensuring high performance and responsiveness to requests from the front-end.
    • You will also be responsible for integrating the front-end elements built by your co-workers into the application. Therefore, a basic understanding of front-end technologies is necessary as well.

    Job Details

    Responsibilities

    • Integrate software components and third-party programs and other user-facing elements developed by front-end developers.
    • Write codes that is readable, maintainable, reusable, and sufficiently tested, and documented to meet the needs of the business.
    • Build future-proof reusable core code libraries to drive further efficiencies.
    • Design and build database schemas with integrity and scalability with data access layers that are optimized for performance and security.
    • Design, develop and manage robust APIs to support mobile and desktop clients.
    • Understand technical and functional design requirements.
    •  Optimization of web applications for performance and scalability.
    • Solve complex performance problems and architectural challenges

    Requirements

    • Bachelor's or Master's degree in  Computer Science, or a related field with a minimum of second class upper degree.
    •  Minimum of 3 years of professional experience developing solutions with the required tools and skills
    • Strong development background in PHP web frameworks such as Slim, Laravel etc.
    • Familiarity with SQL/NoSQL databases and their declarative query languages.
    •  Understanding the fully synchronous behavior of PHP.
    • Knowledge of object-oriented PHP programming.
    •  User authentication and authorization between multiple systems, servers, and environments
    •  Basic understanding of front-end technologies, such as JavaScript, HTML5, and CSS3.
    • Understanding of MVC design patterns
    • Integration of multiple data sources and databases into one system
    • Past experience of building a APIs and micro services using REST and SOAP architecture.
    • Familiarity with the limitations of PHP as a platform and its workarounds
    • Knowledge of node.js and its frameworks is an added advantage
    • Proficient understanding of code versioning tools, such as Git.

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    Information Security Analyst

    Job Summary

    • CardinalStone is actively seeking a skilled and diligent Information Security Analyst to join our cybersecurity team.
    • The successful candidate will contribute to the enhancement of our organization's security posture by safeguarding our digital assets and ensuring the confidentiality, integrity, and availability of our information systems.

    Job Details

    Responsibilities

    • Monitor, analyze, and respond to security incidents, threats, and vulnerabilities.
    • Conduct regular security assessments and penetration testing to identify potential risks.
    • Implement and manage security measures to protect computer systems, networks, and data.
    • Conduct regular training of Staff on information security issues and concerns.
    • Collaborate with cross-functional teams to ensure compliance with security policies and standards.
    • Stay abreast of the latest cybersecurity trends, threats, and technologies.
    • Investigate and respond to security breaches, incidents, and unauthorized access.
    • Develop and update security documentation, procedures, and guidelines.
    • Assist in the implementation and maintenance of security awareness programs.
    • Contribute to the continuous improvement of security protocols and procedures.
    • Submit relevant regulatory reports and presentations to management team

    Requirements

    • Bachelor's or Master's degree in Information Security, Computer Science, or a related field with a minimum of second class upper degree.
    • Proven experience as an Information Security Analyst or similar role.
    • Solid understanding of information security principles and best practices.
    • Familiarity with security frameworks, standards, and compliance requirements.
    • Strong analytical and problem-solving skills.
    • Excellent communication and interpersonal abilities.
    • Relevant certifications such as CISSP, CISM, or CompTIA Security+.
    • Bachelor's degree in Information Security, Computer Science, or a related field.
    • If you are passionate about safeguarding digital assets, staying ahead of cybersecurity threats, and contributing to a secure organizational environment, we encourage you to apply and join our dedicated cybersecurity team.

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    IT Project Manager

    Job Summary

    • CardinalStone is seeking a seasoned Senior IT Project Manager to lead and deliver high-impact technology projects within our organization. The ideal candidate must have a proven track record of successfully managing complex IT initiatives.
    • He/She will be required to bring strategic vision, exceptional project management skills, and a passion for driving innovation to our dynamic team.

    Job Details

    Responsibilities

    • Lead the end-to-end project lifecycle, from initiation to closure, ensuring successful delivery.
    • Define project scope, objectives, and deliverables in collaboration with stakeholders.
    • Develop detailed project plans, timelines, and resource allocation strategies.
    • Effectively communicate project goals, expectations, and status updates to all stakeholders.
    • Mitigate risks, resolve issues, and make data-driven decisions to ensure project success.
    • Foster collaboration among cross-functional teams, ensuring alignment with organizational goals.
    • Manage project budgets, ensuring optimal resource utilization and cost control.
    • Conduct post-project evaluations to identify areas for improvement and lessons learned.
    • Mentor and guide junior business analyst and project management staff, fostering a culture of continuous improvement.

    Requirements

    • Bachelor's or Master's degree in Project Management, Information Technology, or a related field with a minimum of second class upper degree.
    • Proven experience as an IT Project Manager or similar leadership role.
    • In-depth knowledge of project management methodologies and best practices.
    • Strong analytical and problem-solving skills with a focus on delivering results.
    • Exceptional communication and interpersonal skills, with the ability to influence and inspire teams.
    • Familiarity with Agile and Waterfall methodologies, PMP or PRINCE2 certification is a plus.
    • Demonstrated ability to manage multiple projects simultaneously and prioritize effectively.

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    Private Equity Analyst /Associate

    Job Summary

    • The firm is seeking an experienced finance or investment professional to join the Investment Team at CCA.
    • CCA’s investment team is responsible for the end – to – end investment process: deal sourcing, transaction execution, value addition and exit. Members of the investment team also have exposure to fundraising and institutional development as appropriate.

    Responsibilities

    • Support the analysis of investment opportunities including financial modelling, valuation and return analysis 
    • Support the formulation and implementation of the value addition strategy for portfolio companies 
    • Serve as primary custodian of all projects and portfolio companies under his/her control, managing all resources engaged on such projects 
    • Directly oversee the performance and development of analysts working on projects 
    • Work will likely require a reasonable amount of travel, mostly domestic travel to various company/project sites across West Africa with some mix of international travel 

    Requirements

    • Minimum Second-Class Upper Degree from a top tier university 
    • 3 - 6 years’ experience in a management consulting, investment banking or general management/strategy role requiring strong financial modelling, analytical reasoning and presentation skills required 
    • Interest in making a transition towards entrepreneurship, private equity or principal investing in emerging markets or sub-Saharan Africa 
    • Experience in emerging markets, particularly Nigeria or Ghana is an advantage 
    • Fluency in French is an added advantage 
    • Successful candidate must demonstrate the following skills: 
      • Superior analytical reasoning, project management and problem-solving skills
      • Strong written and verbal communication skills and experience presenting quantitative analysis 
      • Strong interpersonal skills, maturity and ability to work effectively as part of a team 
      • Eagerness to learn the entire process and understand the big picture 
      • Ability to deal with ambiguity and bring structure to complex questions with limited guidance 
      • Attention to detail and highly organized 

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    Head, Infrastructure Debt Fund

    Job Summary

    • We are seeking an experienced and visionary leader to head our debt infrastructure fund, which invests in highquality, long-term, contracted infrastructure assets across Nigeria.
    • The head of the debt infrastructure fund will be responsible for developing and executing the fund's strategy, overseeing the origination, structuring, and management of debt investments, and leading a team of dedicated professionals.

    Responsibilities

    The main duties and responsibilities will include: 

    • Developing and implementing the fund's investment strategy, policies, and guidelines 
    • Providing strong leadership, vision, and direction to the fund's team, fostering a culture of excellence and innovation. 
    • Sourcing, screening, and evaluating potential debt investment opportunities in the infrastructure sector 
    • Leading the due diligence, negotiation, documentation, and execution of debt transactions 
    • Develop investment recommendations and present them to the investment committee and stakeholders. 
    • Managing the portfolio of debt investments, including monitoring performance, risk management, reporting, and value creation 
    • Building and maintaining strong relationships with existing and potential investors, partners, and coinvestors 
    • Representing the fund in external forums and events 
    • Providing strategic direction and guidance to the debt infrastructure team 
    • Fostering a culture of excellence, collaboration, and innovation within the team and across the organization 

    Requirements

    • A bachelor's degree in finance, economics, engineering, or a related field with a minimum of second class upper degree. A master's degree or a professional certification (such as CFA) is preferred 
    • A minimum of 10 years of relevant experience in infrastructure debt, project finance, or related fields 
    • A proven track record of originating, structuring, and closing complex and innovative debt transactions in the infrastructure sector 
    • A deep understanding of the infrastructure debt market dynamics, trends, and opportunities 
    • A strong network of relationships with key stakeholders, including sponsors, developers, lenders, advisors, and regulators 
    • A demonstrated ability to lead, motivate, and develop a high-performing team 
    • A strong commitment to environmental, social, and governance (ESG) principles and practices 

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    Strategy / Operations Associate

    Job Summary

    • To develop and drive the implementation of appropriate strategies that will aid the actualization of all CardinalStone’s business plans in order to enhance its current and future performance, as well as competitive position in all areas of its business.

    Responsibilities

    Problem solving & Critical thinking: 

    • Strong research, analytical, critical thinking and thought leadership skills and the ability to articulate opinions in a clear and concise manner
    • Ability to think quantitatively and qualitatively, read widely and distil complex information o Ability to deal with ambiguity and bring structure to complex questions with limited guidance

    Drive & Motivation

    • Be a self-starter with strong drive, high ownership, an entrepreneurial spirit

    Team Management

    • Ability to self-direct/manage their own and others’ time and productivity in a high tempo manner
    • Stakeholder/ Client Management 
    •  Strong written & verbal communication skills and experience presenting quantitative analysis 
    • Relationship intelligence/ Stakeholder manager skills to enable liaison with multiple stakeholders, from founders to investors and experts
    • Strategy Articulation o A good understanding of 'blue-sky' potential and strategy articulation approach/methodologies o Ability to synthesize complex information into clear takeaways and recommendations

    Requirements

    Education    

    • First degree in any finance-related field with a minimum of second class upeer degree
    • An MBA or related masters is an added advantage

    Experience    

    • Minimum of 6 years experience. Ideally the candidate should have about 9 years relevant experience
    • Strategy/Operations experience (Top strategy houses/ Big Four experience) o Working appreciation of  CCA’s focus sectors
    • Proven evidence of leading/managing relatively complex projects
    • Relevant industry experience with leading FMCG/ real sector companies with responsibility for budget delivery/ leading teams OR stints with operations team of reputable PE/Venture/Investment funds
    • Strategy & Operations Experience
    • Big Four, Ex-Mckinsey, Ex-Bain, Ex-BCG, Ex-Dahlberg, etc; OR
    • Prior Ops experience in PE/Africa-focused investment funds

    Industry Experience

    • Commercial and/or operations-related role in leading Real sector businesses – FMCG, Agribusiness, Retail services, start-up, logistics/supply chain

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    Executive Assistant

    Job Summary

    • To bring ease to the work of the partners by taking care of all the necessary details that can distract them or cause an impediment to their maximum efficiency.

    Responsibilities

    • Accurate filling of all paper and electronic files and records including official documents, publications, manuals etc
    • Owning and managing administrative tasks for the Partners
    • Ensuring Partners monthly phone bills are paid
    • Drafting, editing and formatting documents, reports and presentations for the Partners
    • Assessing the priority of incoming and outgoing material to ensure the Partners receives accurate and relevant information in a timely and often urgent basis
    • Updating and managing appointments and calendar, agendas, meetings (including virtual) and interactive activities for the Partner; Ensuring that activities/meetings commence and end on time.
    • Coordinating the logistical aspects of meetings and events with task owners and bringing together appropriate people and resources to support the Partners agenda
    • Arranging and managing local and international travel itinerary, visas, agenda and logistics.
    • Retiring expenses of the Partners to the financial control unit
    • Representing the Partners by welcoming visitors/guests, organising dinners, Board meetings and other corporate functions
    • Receive incoming calls and in-persons inquiries from clients and colleagues; coordinating responses to questions and meeting requests directed to the Partners
    • Assisting the Partners with private and personal errands, and logistics planning
    • Coordinating with the private staff of the Partners to facilitate the effective delivery of their set deliverables
    • International procurement of seasonal corporate branding materials for the firm
    • Providing general administrative support to Partners unit members.
    • Managing Partners’ projects and conducting their research

    Requirements

    Education    

    • First degree in any field and minimum of Second Class Lower degree

    Experience

    • At least 4 years in a similar role in a corporate institution
    • At least 4 years in a similar role in a fast-paced service organisation
    • Must have a verifiable commendation from at least one place of work

    License & Certification    

    • Certifications in Secretarial and business communication

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    HR & Admin Manager

    Job Summary

    • The firm is seeking a dedicated and driven manager with appropriate experience to lead and support the team on human resources/personnel management, general office management and administration, and managing relationships with external parties. Other preferences may be considered depending on skill set and the needs of the firm.

    Job Details

    Responsibilities

    • Human Resource manager who reports to the HR partner, and is responsible for: 

    HR strategy 

    • Developing and implementing HR strategies and initiatives in line with the business plan
    • Designing and implementing company policies that promote a conducive and healthy work environment 
    • Talent management strategy for attracting and retaining high-quality employees, developing their skills, and continuously motivating them to improve their performance 
    • Developing internal frameworks for Individual Development Plans (IDPs), high performers and succession planning 

    Recruitment & staffing 

    • Managing and coordinating recruitment and staffing in conjunction with Group HR 
    • Assisting the HR partner with the development of compensation and benefits plans 
    • Hosting in-house recruitment events 

    Training 

    • Developing and managing learning & development (L&D) framework and organizing L&D programs for the team 

    Staff welfare

    • Working with management to address employees’ requests and grievances in a timely manner
    • Maintain HR procedures that comply with labour regulations and internal policies 
    • Providing administrative support to the Private Equity team 
      • Owning and managing administrative tasks to provide general administrative support to the team 
      • Budgeting, planning and coordinating team events 
      • Liaising with fund administrators on all Fund administrative matters e.g. AML/CFT compliance requirements, information requests etc. (excluding accounting or investment-related work) 
      • Communicating with external advisers/service providers; preparing & issuing RFPs, summarizing responses to RFPs/quotes/proposals for the benefit of the team 
      • Overall office management; and supervision of Executive Assistant (EA) particularly on: 
      • arranging and managing local and international travel itinerary, visas, agenda, and logistics 
      • private and personal projects and logistics planning for the Partners 
      • calendar management and meeting scheduling for the Partners 
      • assessing the priority of incoming and outgoing material to ensure the Partners receive accurate and relevant information in a timely and often urgent basis 
      • coordinating and organizing team events and key client deliverables   
      • coordinating the logistical aspects of meetings and events with task owners and bringing together appropriate people and resources to support the team agenda 
      • coordinating responses to questions and meeting requests directed to the Partners 
      • Such other related tasks as may be assigned by the Partners or the Hiring Manager 

    Requirements

    • Minimum Second-Class Upper Degree from a top tier University 
    • 5 – 10 years’ experience  
    • Possible Previous Roles: HR Generalist, Business Partner, Talent Manager, Head of HR/HR Manager (experience in combined HR and admin role is an added advantage) 
    • Target Firms: Big 4 or other consultancies  
    • Previous role as HR and admin officer is an advantage

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    Head, Internal Control & Audit

    Job Summary

    • Developing Management Strategies, ensuring compliance, advising internal management and business partners on the implementation of compliance structures

    Responsibilities

    • Responsible for conducting ongoing review of internal controls, operating procedures, and compliance with policies and regulations
    • Responsible for designing the company's annual audit plan
    • Responsible for conducting periodic audits of various units within the firm
    • Reviews and appraises the soundness, effectiveness, and proper application of accounting and financial controls
    • Performs periodical risk assessments; analyse current risks and identify potential risks that may affect the company
    • Responsible for compiling SEC reports and returns
    • Responsible for carrying out investigations as may be assigned or deemed necessary
    • Set a risk and compliance framework for the firm in line with the firm’s principles and culture 
    • Proactively guide the integration of risk management with other organizational planning and management activities 
    • Attend Board Audit and Risk Committee meetings, and any other duty assigned by Management 
    • Attend Board Audit and Risk Committee meetings, and any other duty assigned by Management 
    • Stay abreast of contemporary industry practices and knowledge

    Requirements

    Education    

    • Minimum of First degree in Social Sciences, Humanities, and Arts and relevant professional qualification in e.g. ACCA, ACA
    • Masters’ Degree in any of the above fields is an added advantage

    Experience    

    • At least 8 years in a similar role in the financial industry
    •  4-6 Years’ relevant experience in a finance house of which five should be in a managerial capacity. Experience can be concurrent

    License & Certification    

    • Relevant certifications (ICAN, ACCA, ACA) and/or other relevant professional qualifications

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    Head, Legal & Company Secretary

    Job Summary

    • To drive the Legal team of CardinalStone and the Company secretariat to ensure optimal performance

    Job Details

    Responsibilities

    • Manage records of contracts & other legal documents deposited with the legal team for safekeeping 
    • Provide legal advice and guidance in all matters concerning the laws and regulations governing the Group, its staff, legal structure(s) and the conduct of its operations and transactions conducted by departments 
    • Supervise a comprehensive due diligence prior to investments where necessary 
    • When necessary, defend and mediate disputes and liase with external lawyers for matters involving litigation 
    • Conduct legal research prior to effecting corporate changes and potential exits and conduct external counsels in this regard 
    • Organise, prepare agendas for, and take minutes of board meetings, Board Committee Meetings and general meetings (AGMs) 
    • Maintain statutory books, including registers of members, Directors and secretaries and ensure that corporate regulatory filings are up to date 
    • Research documents and case history to ensure the accuracy of legal advice and procedures 
    • Keep up to date with changes and developments in the law by reading journals and attending relevant programmes 
    • Ensure that the company complies with its Memorandum and Articles of Association and applicable corporate governance policies 
    • Provide adequate guidance to the board on their responsibilities and ensure compliance with all relevant laws and regulations 
    • Monitor changes in relevant legislation and the regulatory environment, and advise management on appropriate action 
    • Liaise with relevant government and regulatory authorities, where required 
    • Participate in industry-focus groups including the Nigerian Bar Association Corporate Counsel sections 
    • Participate in disciplinary committee meetings and provide legal counsel on approach and recommendations 
    • Provide legal counsel to the respective departments within the company and reviewing all presented documents that have legal implications prior to signing by any company representative 
    • Provide support to the compliance team on all regulatory matters, where required 
    • Propose and/or implement innovative ideas to enhance business results in the firm 
    • Act as a leader and mentor to junior employees in the firm 
    • Manage other activities as delegated by Management 
    • Supervise and coach junior members of the team 

    Requirements

    Education    

    • First degree in Law (Minimum of Second Class Upper )
    • Post graduate degree in any field

    Experience

    • Minimum of 7 years post NYSC experience in Company Secretariat, Legal advisory and Compliance in tier-one legal firm
    • Preferably posted to a law firm or the legal unit of a financial services company during the NYSC year 

    License & Certification    

    • Certificate of Call to Bar 

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    Compliance Officer

    Job Summary

    • Rendition of monthly and quarterly regulatory reports.

    Job Details

    Responsibilities

    • Ensure timely rendition of monthly and quarterly regulatory reports.
    • Maintain an accurate record-keeping system.
    • Provide prompt support to the team for SEC AML/CFT/CPF audits.
    • Contribute to improvements in the STRs and SARs filing process and reduce non-validation and rejection rates.
    • Collaborate with other teams within the unit, including the legal team.
    • Assist with backlog tasks and the CTR rendition process.
    • Manage secretarial and administrative tasks within the team.
    • Enhance overall productivity and effectiveness through exceptional multitasking abilities and attention to detail.

    Requirements

    Education    

    • First degree in any Finance or any related discipline 

    Experience  

    •  NYSC Completed
    • 1- 2 years of Cognate experience

    Certification    

    • Relevant certifications relating to the job will be an added advantage e.g. CIS, CFA, Certified wealth management professional, etc

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    Investment Advisory Analyst

    Job Summary

    • To provide exceptional service to CardinalStone’s MA/HNI customers whilst growing the asset base to meet and exceed set expectations

    Job Details

    Responsibilities

    • Sell the firm's products and proffer alternative investments and products within the group in a bid to increase Assets Under Management (AUM), while also driving the customer acquisition objective of the company. 
    • Consistently manage and nurture existing client relationships to facilitate repeat business and retention through our end-to-end financial services.
    • Grow ‘new-to-firm’ business by actively prospecting through new and existing client relationships
    • Keep proper records of call memos, trackers, database, prospect list and activity report
    • Aim to achieve and exceed set targets on AUM and brokerage services
    • Generate trade orders for equities and fixed income instruments from clients.
    • Synthesize equity research and develop transaction-oriented ideas
    • Set up and host client meetings as may be agreed with clients
    • Cross Sell products/offerings of group to clients/prospects.
    • Follow market trends and stock movements and suggest alternative business strategies to address changing market opportunities.
    • Develop tactical ideas within set strategies to increase profitability.
    • Keep abreast of market conditions.
    • Support team lead in identifying and securing new growth opportunities.
    • Manage other activities as directed by team leads and Management 

    Requirements

    Education  

    • First degree in any field (minimum of second class upper degree)

    Experience  

    •  NYSC Completed
    • 1- 5years of Cognate experience

    Certification    

    • Relevant certifications relating to the job will be an added advantage e.g. CIS, CFA, Certified wealth management professional, etc

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    IT Business/Product Analyst

    Job Summary

    • CardinalStone is seeking an experienced IT Business/Product Manager to join our dynamic digital transformation team. The ideal candidate will play a pivotal role in driving the success of our technology initiatives by leading the strategic planning, development, and implementation of IT solutions, ensuring alignment with business goals and objectives.

    Responsibilities

    • Collaborate with cross-functional teams to gather and prioritize business requirements.
    • Develop and execute product roadmaps, ensuring successful delivery of IT projects.
    • Conduct market research and analysis to identify opportunities for product enhancements.
    • Oversee the full product lifecycle, from concept to delivery and ongoing optimization.
    • Work closely with stakeholders to define project scope, goals, and deliverables.
    • Ensure timely and efficient project execution within budgetary constraints.
    • Lead communication between technical and non-technical teams, fostering collaboration.
    • Evaluate emerging technologies and trends to recommend innovative solutions.
    • Champion a customer-centric approach, ensuring products meet end-user needs.

    Requirements

    • 2+ years of relevant experience in IT business/product management roles.
    • Strong project management skills with a track record of successful project delivery.
    • Excellent communication and interpersonal skills to collaborate effectively with diverse teams.
    • Analytical mindset with the ability to make data-driven decisions.
    • Understanding of market trends and competitive landscapes in the technology industry.
    • Familiarity with Agile and Scrum methodologies.
    • Bachelor's degree in Computer Science, Engineering or a related field.

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    Head, Strategy

    Job Summary

    • To develop and drive the implementation of appropriate strategies that will aid the actualization of all CardinalStone’s business plans in order to enhance its current and future performance, as well as competitive position in all areas of its business.

    Job Details

    Responsibilities

    • Champions the formulation and execution of the corporate strategy
    • Coordinates the strategic planning process; and ensures alignment of business unit goals/objectives with the corporate goals and objectives
    • Translates strategic objectives into actionable and practicable plans
    • Work with necessary individuals to drive the implementation of strategic initiatives and programs
    • Assists in defining operational parameters/performance indicators from which corporate performance will be measured on an ongoing basis.
    • Assists the Divisional heads in identifying growth opportunities 
    • Drives analysis of market trends, technology developments, and changes in customers' requirements to identify opportunities and risks impacting the company's business and formulate strategic responses to drive sustainable value realization
    • Facilitates the collation of predefined performance information for business planning and monitoring
    • Coordinates the collection and analysis of data on trends and developments in the economy and business environment that will enable the management of CardinalStone make informed business decisions on investments, new projects and products, operational as well as growth plans 
    • Owns the strategic planning growth playbook process, including key themes, market size and growth rates, and key planning assumptions

    Requirements

    Education    

    • First degree in business administration, statistics, sales and marketing or any finance-related field.
    • An MBA or related masters is an added advantage 

    Experience    

    • NYSC completed
    • At least 7 years’ experience in strategy in a financial institution or consulting firm

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    Operation & Transformation Specialist

    Job Summary

    • Responsible for leading and managing large-scale organizational change initiatives.
    • The Operations & Transformation officer’s job objective is to identify areas for improvement within the company, develop and implement strategies for achieving those improvements, and ensure that the changes are successfully integrated into the company's overall operations.

    Job Details

    Responsibilities

    • The Operations & Business Transformation Officer will aid in the creation and implementation of the company's strategic plan by analyzing the current business landscape, collaborating with top management to establish future goals, and overseeing the successful completion of strategic initiatives to meet the business's objectives.
    • He/she will manage business transformational projects to achieve operational excellence across the organization.
    • Utilizing knowledge of business processes and systems, he/she will solve complex business problems by collaborating with both business and technology stakeholders to understand requirements and implement integrated solutions.
    • The officer will also work with various teams to develop and integrate tools to streamline processes, improve efficiency and effectiveness, and enhance operational excellence.
    • He/she will analyze and identify challenges and opportunities for improvement, as well as evaluate the cost impact and benefits of business change initiatives.
    • Additionally, he/she will present recommendations, progress updates, and results to leadership and be responsible for assessing the performance and value delivered by business solutions to ensure they meet the needs of the organization.

    Requirements

    Education    

    • First degree in business administration, statistics or any finance-related field.
    • Post graduate degree in any field

    Experience

    • At least 5 years relevant experience preferably in consulting or in strategy and transformation function of leading financial institutions

    License & Certification  

    •  Project Management

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    Team Lead, Deal Origination & Client Coverage

    Job Summary

    • To contribute to the growth of CardinalStone Partners Limited (the “Group”) by providing in-roads to corporates; sourcing and securing high-quality transactions from these corporates as well as building/maintaining existing and new client relationships.

    Job Details

    Responsibilities

    • Provide strategic direction for the Origination & Client Coverage team and be responsible for meeting the KPIs for the team
    • Managing all Origination & Client Coverage officers responsible for managing CardinalStone's businesses across various sectors and managing all the firm's resources effectively
    • Conduct thorough market research and analysis to identify trends, emerging markets and potential clients for general investment banking services
    • Cultivate and maintain relationships with largely corporate clients and institutional investors to understand their needs, objectives and challenges with a view to providing tailored financial solutions and position the Group’s services effectively.
    • Collaborate with the Investment Banking, Trustees, Securities Trading, Registrars, Financing and Asset Management businesses to create compelling pitch materials, presentations and proposals that highlight the firm's expertise and tailor solutions to meet client needs
    • Secure transactions for the various CardinalStone businesses based on pre-agreed targets for each business
    • Proactively work with business leads on an ongoing basis to identify and assess potential transaction opportunities (across identified sectors) for the various businesses within CardinalStone 
    • Maintain a well-organized pipeline of potential deals and opportunities; regularly update the status of prospects, client interactions and ongoing engagements 
    • Prepare and maintain reports on business development activities, pipeline status and key performance indicators for weekly and monthly management review
    • Represent the firm at industry events, conferences and client meetings
    • Build a strong professional network to enhance the firm's visibility and reputation in the financial markets’ community

    Requirements

    Education    

    • First degree in a Finance, Accounting, or Economics related course with a minimum of Second Class Upper degree
    • Post Graduate Degree or MBA is an added advantage

    Experience    

    • NYSC Completed
    • Minimum of 8 years of experience in corporate banking, investment banking origination or related fields with a focus on business development, origination, or client engagement.

    Certification    

    • Relevant professional qualifications (or ongoing certification program) such as ACA, ACCA, CFA will be an added advantage

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    Investment Advisory Associate

    Job Summary

    • To provide exceptional service to CardinalStone’s MA/HNI customers whilst growing the asset base to meet and exceed set expectations

    Job Details

    Responsibilities

    • Sell the firm's products and proffer alternative investments and products within the group in a bid to increase Assets Under Management (AUM), while also driving the customer acquisition objective of the company. 
    • Consistently manage and nurture existing client relationships to facilitate repeat business and retention through our end-to-end financial services.
    • Grow ‘new-to-firm’ business by actively prospecting through new and existing client relationships
    • Keep proper records of call memos, trackers, database, prospect list and activity report
    • Aim to achieve and exceed set targets on AUM and brokerage services
    • Generate trade orders for equities and fixed income instruments from clients.
    • Synthesize equity research and develop transaction-oriented ideas
    • Set up and host client meetings as may be agreed with clients
    • Cross Sell products/offerings of group to clients/prospects.
    • Follow market trends and stock movements and suggest alternative business strategies to address changing market opportunities.
    • Develop tactical ideas within set strategies to increase profitability.
    • Keep abreast of market conditions.
    • Support team lead in identifying and securing new growth opportunities.
    • Manage other activities as directed by team leads and Management 

    Requirements

    Education    

    • First degree in any field (minimum of second class upper degree)

    Experience    

    • NYSC Completed
    • 5-10years of Cognate experience

    Method of Application

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