Corporate Trust Officer at CardinalStone Partners

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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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    Corporate Trust Officer

    • Job Type Full Time
    • Qualification BA/BSc/HND
    • Experience 4 years
    • Location Lagos
    • Job Field Finance / Accounting / Audit&nbsp


    The job holder will support the Trustees in new business generation, relationship management and expanding the clientele base.


    Responsibilities include but are not limited to:
    ▪ Play active role in marketing our services with a view to securing mandates/appointments;
    ▪ Ensure all statutory documents are submitted by the new client;
    ▪ Legal analysis and negotiation of agreements: trust indentures, escrow agreements involving cash, securities certificates , agreements, fee schedules and other related agreements;
    ▪ Assessment of the complexity and level of risk for each transaction;
    ▪ Closing and administration of corporate debt files and trust account investments; productionof monthly reports on interest and principal payments of relevant public offerings for distribution to the lenders, property holders, rating agencies, regulatory authorities;
    ▪ Relationship management of clients including multinational businesses and corporate investors, financial institutions, lawyers, beneficiaries, banking clients, and internal and external partners, public offices;
    ▪ Draft Trust Deeds/Supplemental Trust Deeds;
    ▪ Review documents from Lenders (Banks) and other Counterparties;
    ▪ Identify and drive new business prospects in target market;
    ▪ Cultivate relationship with issuing houses, Financial Consultants, Arrangers and Bondholders;
    ▪ Solicit, develop, generate, and manage full-service relationships Corporate clients (Public/Corporate Trust);
    ▪ Ensure follow up with Counterparties on delivery of Security documents;

    Ensure proper registration and safe keeping of Security documents in our custody;
    ▪ Follow up with Project Monitoring Consultants to ensure Quarterly Reports are received as at when due;
    ▪ Review of Quarterly Reports of Project Monitoring Consultants on all Bonds upon submission;
    ▪ Ensure compliance with requirements of the Security documents on all Bonds and CIS transactions;
    ▪ Closure of Registers for all Federal, State & Corporate Bonds in line with the Security documents to avoid regulatory infractions;
    ▪ Ensure documentation of evidence of payments to Bondholders;
    ▪ Initiate and arrange meetings with Counterparties on relationship basis;
    ▪ Ensure proper filing of all State and Corporate Bonds transactions as well as CIS transactions;
    ▪ Attend Investment Committee Meetings of Funds that we act as Trustees;
    ▪ Relate with other parties to the Fund such as Custodians and Registrars on a need basis;
    ▪ Respond to the unit’s correspondences (letters, emails);
    ▪ Provide Trust expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met;
    ▪ Regularly recommend amendments to marketing strategy and plans based on industryleading practice;
    ▪ Keep abreast of Regulations and policies within the Capital Market;
    ▪ All other jobs that may be assigned by line manager.


    • At least 4 years in similar capacity within a financial services/sales environment.
    • Strong business development expereince and competence 
    • A first degree in Law (preferably) from a reputable university
    • Possession of a professional business qualification or an MBA is desired.
    • Good understanding of corporate/public trust services
    • Track record in generating sales and relationship management to issuing houses, Financial Consultants, Arrangers, Lenders (Banks) and other Counterparties.
    • Well-developed business and relationship management skills and demonstrated ability to cultivate productive business networks.
    • Excellent understanding of investment and portfolio management.
    • Excellent knowledge of money and capital market operations.
    • Excellent entrepreneurial and inter-personal skills.
    • Excellent communication, report writing and presentation skills.
    • Problem solving and critical thinking abilities.
    • Integrity and ethics.

    Method of Application

    Interested and qualified candidates should forward their CV to: using the position as subject of email.

    Interested and qualified? Go to Cardinal Stone on to apply

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