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
