HEAD, INVESTMENTS AND TREASURY
Sigma Consulting Group
Remote
Location: Ikoyi, Lagos
Employment Type: Full-Time
Reporting Line: Executive Chairman
Required Experience: 10–15 Years
Salary: ₦2,000,000 per month, plus other benefits
About The Role
We are seeking a commercially astute and strategically driven Head, Investments and Treasury to lead investment management, treasury operations, capital raising, financing strategy, and asset value creation.
Reporting directly to the Executive Chairman, the successful candidate will be responsible for identifying and executing investment opportunities, structuring financing transactions, optimising liquidity, and unlocking commercial value from the organisation's investment portfolio, land bank, and other strategic assets.
The role requires extensive expertise in investment analysis, financial modelling, transaction execution, capital markets, and financial risk management. The successful candidate will collaborate with executive management, financial institutions, investors, development finance institutions, and strategic partners to deliver sustainable financial returns and support long-term business growth.
This is a strategic leadership position for an experienced investment professional capable of translating complex financial opportunities into measurable business value, with potential career progression towards a Chief Financial Officer (CFO) position.
Key Responsibilities
1. Investment Strategy and Portfolio Management
- Develop and implement investment strategies aligned with the organisation's corporate objectives, growth priorities, and long-term value-creation plans.
- Identify, evaluate, and execute investment opportunities across real estate, hospitality, infrastructure, and other relevant sectors.
- Conduct investment appraisals, valuations, financial analysis, and risk assessments to support informed investment decisions.
- Monitor investment portfolio performance, returns, and asset allocation, recommending adjustments where necessary.
- Assess the commercial viability, risk exposure, and projected returns of proposed investments.
- Prepare investment proposals, business cases, and strategic recommendations for the Executive Chairman and other relevant decision-makers.
- Lead investment transactions from opportunity identification and preliminary assessment through due diligence, structuring, negotiation, and execution.
- Develop comprehensive financial models, valuation analyses, cash flow projections, and investment scenarios.
- Coordinate financial, commercial, legal, tax, and operational due diligence with internal teams and external advisers.
- Evaluate debt and equity financing structures, joint ventures, strategic partnerships, and alternative transaction options.
- Negotiate commercial and financial terms with investors, lenders, counterparties, and strategic partners.
- Ensure transactions are appropriately structured, documented, and aligned with the organisation's investment objectives and applicable regulatory requirements.
- Develop strategies to unlock value from the organisation's land bank, real estate holdings, and other strategic assets.
- Evaluate opportunities for property development, joint ventures, strategic partnerships, asset disposals, leasing, and other monetisation structures.
- Assess land and property valuations, development economics, project feasibility, and potential investment returns.
- Identify suitable developers, institutional investors, and funding partners for strategic asset development.
- Recommend commercially viable approaches to converting underutilised assets into income-generating investments.
- Monitor asset performance and ensure value-creation initiatives support the organisation's long-term growth strategy.
- Oversee treasury operations, cash flow forecasting, liquidity planning, and short-term funding requirements.
- Develop effective cash management strategies to optimise liquidity and working capital.
- Monitor cash positions, financial obligations, funding gaps, and anticipated capital expenditure.
- Establish appropriate treasury controls, reporting procedures, and cash management policies.
- Manage banking relationships and evaluate credit facilities, banking products, and treasury services.
- Identify opportunities to improve cash utilisation, reduce financing costs, and strengthen the organisation's liquidity position.
- Provide regular treasury reports and strategic recommendations to the Executive Chairman.
- Develop and execute capital-raising strategies to support investment projects, business expansion, and strategic asset development.
- Identify and evaluate funding sources, including commercial banks, private equity firms, institutional investors, debt capital markets, and development finance institutions.
- Structure debt and equity financing solutions that align with funding requirements and the organisation's risk appetite.
- Prepare financing proposals, investor presentations, information memoranda, and financial models.
- Lead engagement and negotiations with lenders, investors, credit enhancement providers, and other financing partners.
- Evaluate financing terms, cost of capital, repayment obligations, security requirements, and their implications for the organisation's financial position.
- Coordinate financing transactions in accordance with applicable laws and regulatory requirements.
- Conduct financial modelling, investment valuations, sensitivity analyses, and scenario planning to support strategic decisions.
- Identify and assess investment, liquidity, credit, market, interest rate, and financing risks.
- Recommend appropriate risk mitigation measures, investment controls, and financial safeguards.
- Monitor market developments, interest rates, capital market conditions, and relevant economic indicators.
- Evaluate the financial implications of proposed investments, acquisitions, partnerships, and major capital commitments.
- Ensure investment decisions are supported by reliable financial data, sound assumptions, and robust analytical frameworks.
- Serve as a strategic investment and financial adviser to the Executive Chairman.
- Provide recommendations on capital allocation, investment priorities, financing structures, and portfolio optimisation.
- Assess opportunities for business expansion, acquisitions, strategic partnerships, and asset development.
- Prepare investment committee papers, management reports, and presentations to support executive decision-making.
- Provide insights on market trends, emerging investment opportunities, and potential financial risks.
- Collaborate with other business units to ensure investment and treasury strategies support broader organisational objectives.
- Build and maintain strong relationships with banks, investors, financial advisers, development finance institutions, and strategic partners.
- Represent the organisation in investment discussions, financing negotiations, and relevant business engagements.
- Coordinate with legal, finance, tax, project development, and other professional advisers throughout transaction processes.
- Develop strategic relationships that improve access to funding, investment opportunities, and business partnerships.
- Ensure effective communication and timely reporting to key internal and external stakeholders.
- Ensure investment and treasury activities comply with applicable financial regulations, corporate governance standards, and internal policies.
- Establish appropriate controls for investment approvals, treasury transactions, and financial reporting.
- Monitor compliance with financing covenants, contractual obligations, and transaction requirements.
- Prepare periodic reports on investment performance, cash flow, liquidity, financing activities, and portfolio risks.
- Maintain accurate documentation of investment decisions, transaction processes, and treasury activities.
- Promote transparency, accountability, ethical conduct, and sound financial management across the organisation.
Interested candidates should possess the following:
- A Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
- 10–15 years of relevant professional experience in investment banking, private equity, corporate finance, investment management, development finance, or a related investment-focused environment.
- A demonstrable track record in investment analysis, financial modelling, valuation, transaction structuring, and execution.
- Proven experience in debt and equity capital raising, financing strategy, and institutional investor engagement.
- A relevant professional qualification such as ACA, CFA, or an equivalent recognised qualification. ACIB/CIBN certification will be an added advantage.
- Strong expertise in investment appraisal, due diligence, cash flow forecasting, and financial risk assessment.
- Experience in real estate finance, project finance, land valuation, property development economics, or asset monetisation will be a strong advantage.
- A sound understanding of Nigerian financial markets, debt capital markets, and engagement with development finance institutions.
- Demonstrated ability to structure commercially viable transactions, mobilise capital, and deliver measurable financial value.
- Proven experience engaging senior executives, financial institutions, investors, and other high-level stakeholders.
- Strong investment judgement, commercial awareness, and strategic thinking.
- Advanced financial modelling, valuation, and analytical skills.
- Excellent understanding of debt and equity financing structures.
- Strong negotiation, transaction execution, and deal-structuring capabilities.
- Effective treasury, cash flow, and liquidity management skills.
- Excellent financial reporting, presentation, and stakeholder management skills.
- Strong leadership, decision-making, and problem-solving abilities.
- High levels of integrity, accountability, confidentiality, and professional discretion.
- Ability to manage multiple transactions and competing priorities in a demanding executive environment.
- Ability to work effectively with senior management and external stakeholders.
The ideal candidate is a seasoned investment and treasury professional with a strong track record of executing transactions, raising capital, managing financial resources, and identifying opportunities for strategic asset value creation.
The candidate must combine technical financial expertise with commercial creativity, sound judgement, strategic thinking, and the ability to build productive relationships with investors and financing partners. Experience in real estate investment, asset development, and complex financing structures will be particularly valuable.
The successful candidate must be comfortable advising the Executive Chairman, leading high-value financial transactions, and taking ownership of investment performance, funding strategy, and treasury efficiency.
KEY PERFORMANCE INDICATORS (KPIs)
Performance will be assessed based on:
- Quality, viability, and successful execution of investment opportunities.
- Investment portfolio performance and risk-adjusted returns.
- Capital raised and successful execution of financing transactions.
- Value unlocked from the land bank and other strategic assets.
- Accuracy of cash flow forecasting and effectiveness of liquidity management.
- Optimisation of financing costs and capital allocation.
- Strength and effectiveness of relationships with investors, lenders, and strategic partners.
- Quality and timeliness of investment analysis, financial reports, and executive recommendations.
- Compliance with approved investment policies, financing covenants, and regulatory requirements.
This position offers an opportunity for an accomplished investment and treasury professional to broaden their responsibilities across corporate finance, financial planning, capital allocation, and strategic financial management, with potential progression towards a Chief Financial Officer (CFO) position.
How To Apply
Interested and qualified candidates should submit their updated CV and a cover letter highlighting their relevant experience in investment management, treasury operations, transaction execution, and capital raising to [email protected], using Head, Investments and Treasury as the email subject.
Only shortlisted candidates will be contacted.