Job Vacancies at CredPal

Purpose Statement

• We are seeking an experienced Senior Capital Markets, Treasury & Portfolio Management professional to lead the Company’s treasury, investment, and portfolio activities, drive portfolio growth and profitability, optimize liquidity and returns, manage SEC-approved investment products, and ensure strong regulatory compliance and risk management.

Responsibilities

• Lead the development and execution of the Company’s treasury, investment, and portfolio management strategy to drive sustainable growth, profitability, liquidity, and risk-adjusted returns.
• Manage the Company’s investment portfolio and SEC-approved investment products, including asset allocation, security selection, portfolio rebalancing, performance monitoring, and risk management.
• Identify, originate, evaluate, and execute investment opportunities across approved asset classes, including fixed income, equities, money market instruments, and alternative investments.
• Oversee treasury and liquidity management, including cash-flow forecasting, cash positioning, short-term investments, funding requirements, and efficient deployment of surplus funds.
• Drive portfolio and revenue growth through client acquisition, investment mobilization, and effective relationship management across high-net-worth individuals, corporates, institutional investors, and other strategic clients.
• Build and manage strategic relationships with banks, financial institutions, brokers, custodians, fund managers, institutional investors, regulators, and other capital market stakeholders.
• Develop and enhance investment products and solutions aligned with market opportunities, regulatory requirements, client needs, and the Company’s overall commercial objectives.
• Conduct market research, financial analysis, and portfolio reviews to identify emerging opportunities, assess market risks, optimize returns, and recommend timely strategic adjustments.
• Ensure full compliance with SEC regulations, investment guidelines, internal policies, risk frameworks, and industry best practices, while maintaining appropriate controls across treasury and investment activities.
• Provide strategic treasury and investment advice to Executive Management and lead the Treasury & Investment team, including preparation of investment proposals, financial forecasts, portfolio performance reports, management reports, and development of team capability as the business grows.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Banking & Finance, Business Administration, or a related field; relevant professional qualifications such as CFA, ACT, ACA/ACCA, CPA, CIS, FRM, or an MBA/Master’s degree are an added advantage.
• Minimum of 7 years of progressive experience in Treasury, Capital Markets, Investment Management, Asset Management, Wealth Management, Corporate Finance, or related financial services, with demonstrated senior-level experience.
• Proven track record in managing liquidity, cash positions, funding requirements, investments, and capital market transactions within a regulated financial institution or investment environment.
• Demonstrated experience in developing and executing investment and treasury strategies, driving portfolio growth, optimizing returns, and preserving capital.
• Strong knowledge of money and capital market instruments, including Treasury Bills, Commercial Papers, Bonds, Fixed Income Securities, Mutual Funds, Equities, Repos, and other investment products.
• Strong expertise in portfolio management, including asset allocation, security selection, portfolio rebalancing, yield optimisation, performance measurement, and risk-adjusted return analysis.
• Sound understanding of treasury and investment risk management, including market, liquidity, interest-rate, credit, and counterparty risks, as well as regulatory requirements, governance, and internal controls.
• Strong analytical and financial modelling skills, with proficiency in spreadsheets, cash-flow forecasting, scenario and sensitivity analysis, investment appraisal, portfolio modelling, and relevant treasury and market tools.
• Excellent commercial judgment, business development, negotiation, leadership, communication, presentation, and stakeholder-management skills, with the ability to engage clients, financial institutions, regulators, and senior management.
• SEC Sponsored Individual status or relevant SEC registration is an added advantage.

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Purpose Statement

• We are seeking a highly analytical and market-driven Capital Markets Analyst to support investment research, trade execution, portfolio monitoring, and market intelligence. The role will analyse investment opportunities, track portfolio performance, support capital market transactions, and provide timely insights that enable informed investment decisions, strong risk management, and improved portfolio returns.

Responsibilities

• Conduct market, company, and securities research across equities, fixed income, FX, and other SEC approved asset classes to identify investment opportunities and market risks.
• Analyse stocks and other investment instruments using financial statements, valuation models, market data, and macroeconomic indicators, and provide clear investment recommendations.
• Execute and support capital market trades in line with approved investment strategies, limits, pricing parameters, and internal controls.
• Monitor the Company’s proprietary investment portfolio, including daily positions, mark-to-market valuations, exposures, gains/losses, and performance against approved benchmarks.
• Track portfolio and trading performance, including ROI, benchmark performance, settlement efficiency, yield, and other relevant investment KPIs.
• Prepare valuation, pricing, and financial analyses for capital market transactions in accordance with applicable regulatory and internal requirements.
• Monitor market, credit, liquidity, operational, and settlement risks, and promptly escalate significant exposures or breaches.
• Support regulatory compliance and reporting relating to SEC, NGX, FMDQ, CBN, and other applicable capital market requirements and intermediaries.
• Prepare investment research reports, portfolio performance reports, market updates, and presentation materials for management and weekly investment meetings.
• Maintain effective working relationships with brokers, banks, custodians, counterparties, and internal teams, supporting trade execution, settlement, market intelligence, and investment-related enquiries

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Banking & Finance, Business Administration, or a related field; relevant postgraduate qualifications are an added advantage.
• Minimum of 4 years of relevant experience in the Nigerian capital markets, investment management, securities trading, treasury, asset management, or a related financial services environment.
• Strong knowledge of Nigerian capital market operations and regulations, including SEC, NGX, FMDQ, CBN requirements, and applicable investment and trading guidelines.
• Demonstrated experience in investment research, securities analysis, trade execution, portfolio monitoring, valuation, and performance analysis across fixed income, equities, FX, or other approved asset classes.
• SEC Sponsored Individual/SEC registration or relevant professional certification such as CFA, CIS, CISI, ACT, ACA/ACCA is an added advantage.
• Excellent quantitative, financial, and qualitative analytical skills, with strong numerical ability and the capacity to interpret financial statements, market data, and economic indicators.
• Advanced proficiency in Microsoft Excel and other MS Office tools, including financial modelling, data analysis, reporting, and presentation preparation.
• Familiarity with capital market and financial information platforms.
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• Excellent written and verbal communication skills, with the ability to translate complex market and financial information into clear investment recommendations, reports, and presentations.
• Strong attention to detail, initiative, commercial awareness, time management, and ability to meet deadlines, with a diligent and proactive approach to investment analysis and trade support.