Job Description
Company Description
Optimum Global is a forward-thinking investment bank specializing in Asset Management, Capital Markets, and Transaction services for businesses and individuals. Regulated by the Nigerian Securities and Exchange Commission, Optimum Global is committed to deepening financial inclusion. The company connects underbanked communities to non-bank financial services and promotes access to global investment opportunities for emerging wealth.
Additionally, Optimum Global empowers businesses by enhancing their access to capital markets. Role Description
This is a full-time, on-site role for a Corporate Finance Analyst based in Lagos. The primary responsibilities include analyzing financial data, creating financial models, preparing detailed financial reports, conducting financial planning, and providing key insights to support business decisions. The role also involves working closely with senior management to ensure alignment with corporate strategies. Key responsibilities:
a. Working with senior team members on Transaction Origination (company and industry research, identifying potential clients, preparing pitches and joining meetings)
b. Conducting client KYC and developing profiles ahead of transactions c.
Preparing
Investor documents for clients (Investment Memorandum and Financial Projections), as well as managing transaction processes with other professional parties to ensure that deals are completed on schedule.
e. Managing client requests and relationships on a day-to-day basis, including market updates, documentation requirements and regulatory processes.
f. Engaging with institutional investors and coordinating capital raising exercises.
g. Designing transaction structures to meet client needs and investor appetite.
h. Preparation of monthly report on client engagement
Strategic priorities
a. Contributing to the investment decision making and/or transaction structuring process.
b. Contributing to market insights on client acquisition and business development strategies.
c. Supporting marketing and brand image efforts.
Experience and skills
Minimum Educational Requirement: BSc (preferably in Finance, Accounting, Economics, Business Management). Full or part completion of a relevant professional qualification, or a post-graduate degree will be favourably considered.
Candidate Experience
a. Mid-Level (1-3 years post NYSC)
b. Previous experience in a SEC regulated Investment Firm is preferred c.
Experience managing several stakeholders.
Key skills
d. Advanced proficiency in use of Microsoft Excel e. Advanced proficiency in the use of Microsoft word and PowerPoint.
f. Advanced communication skills- both written and oral. g. Advanced understanding of finance and the Nigerian financial markets. h. High level of accuracy and attention to detail.
i. Highly developed problem-solving skills.
j. Strong customer service skills.
k. High level of customer engagement – whilst effectively managing customer expectations.
l. Ability to work in a team.
Ideal
Candidate
Our ideal candidate should be punctual, purpose driven and emotionally intelligent. We would also expect the ideal candidate for this role to be: a. Passionate about organizational growth.
b. Self-motivated, willing to learn new skills and to apply their learned knowledge to the business.
c. Passionate about contributing to the social and economic well-being of society.
d. Willing to learn more about global financial markets).
e. Interested in being a part of something new and dynamic. Interested and qualified candidates can send CVs to careers@optimum-g.com
Optimum Global is a forward-thinking investment bank specializing in Asset Management, Capital Markets, and Transaction services for businesses and individuals. Regulated by the Nigerian Securities and Exchange Commission, Optimum Global is committed to deepening financial inclusion. The company connects underbanked communities to non-bank financial services and promotes access to global investment opportunities for emerging wealth.
Additionally, Optimum Global empowers businesses by enhancing their access to capital markets. Role Description
This is a full-time, on-site role for a Corporate Finance Analyst based in Lagos. The primary responsibilities include analyzing financial data, creating financial models, preparing detailed financial reports, conducting financial planning, and providing key insights to support business decisions. The role also involves working closely with senior management to ensure alignment with corporate strategies. Key responsibilities:
a. Working with senior team members on Transaction Origination (company and industry research, identifying potential clients, preparing pitches and joining meetings)
b. Conducting client KYC and developing profiles ahead of transactions c.
Preparing
Investor documents for clients (Investment Memorandum and Financial Projections), as well as managing transaction processes with other professional parties to ensure that deals are completed on schedule.
e. Managing client requests and relationships on a day-to-day basis, including market updates, documentation requirements and regulatory processes.
f. Engaging with institutional investors and coordinating capital raising exercises.
g. Designing transaction structures to meet client needs and investor appetite.
h. Preparation of monthly report on client engagement
Strategic priorities
a. Contributing to the investment decision making and/or transaction structuring process.
b. Contributing to market insights on client acquisition and business development strategies.
c. Supporting marketing and brand image efforts.
Experience and skills
Minimum Educational Requirement: BSc (preferably in Finance, Accounting, Economics, Business Management). Full or part completion of a relevant professional qualification, or a post-graduate degree will be favourably considered.
Candidate Experience
a. Mid-Level (1-3 years post NYSC)
b. Previous experience in a SEC regulated Investment Firm is preferred c.
Experience managing several stakeholders.
Key skills
d. Advanced proficiency in use of Microsoft Excel e. Advanced proficiency in the use of Microsoft word and PowerPoint.
f. Advanced communication skills- both written and oral. g. Advanced understanding of finance and the Nigerian financial markets. h. High level of accuracy and attention to detail.
i. Highly developed problem-solving skills.
j. Strong customer service skills.
k. High level of customer engagement – whilst effectively managing customer expectations.
l. Ability to work in a team.
Ideal
Candidate
Our ideal candidate should be punctual, purpose driven and emotionally intelligent. We would also expect the ideal candidate for this role to be: a. Passionate about organizational growth.
b. Self-motivated, willing to learn new skills and to apply their learned knowledge to the business.
c. Passionate about contributing to the social and economic well-being of society.
d. Willing to learn more about global financial markets).
e. Interested in being a part of something new and dynamic. Interested and qualified candidates can send CVs to careers@optimum-g.com
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