Capital Markets Portfolio Management Analyst

City National Bank of Florida; Coral Gables (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Wellness resources

Job summary

City National Bank of Florida is seeking a Capital Markets Portfolio Management Analyst to join the Capital Markets Risk Management team. You will support post-close portfolio activities, monitor borrower performance, and help manage risk across credit facilities and trades.

The role involves coordinating with origination and investment banking teams, producing detailed risk reports, and traveling 10–20% for industry events and meetings.

Qualifications

• 1-3 years experience working in a regulated financial institution, especially in a risk management function.
• Highly organized and detail-oriented.
• Strong analytical and financial modeling skills.
• Strong communication and interpersonal skills.
• Basic understanding of capital markets, financial sponsors and/or structured finance, and eagerness to learn.

Responsibilities

• Track the receipt of required financial statements and covenants; follow up with sponsors as needed.
• Provide timely reporting on late/missing items and escalate as needed.
• Maintain centralized database of key credit risk metrics.
• Analyze and report on borrower and portfolio trends.
• Assist with periodic borrower/facilities evaluations and risk actions.
• Generate reports/presentations on portfolio performance and risk for senior management.
• Collaborate with origination and investment banking for portfolio management.
• Attend industry events occasionally and travel 10–20% for meetings.

Skills

Analytical skills

Financial modeling

Communication skills

Interpersonal skills

Education

Bachelor's Degree in Finance or related field

Tools

Excel

LoanIQ

nCino

Job description

About Us

Think BIG. Achieve More.

At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!

Overview

The Capital Markets Portfolio Management Analyst will be an integral member of the Capital Markets Risk Management team, which is responsible for underwriting and managing the risks associated with the capital markets division’s portfolio and ensuring compliance with CNB policies. This position will support portfolio managers and underwriters within the second-line credit risk team to ensure the timely and effective management of risk, compliance, and performance tracking across credit facilities and investment activities.

The Capital Markets Portfolio Management Analyst will conduct key activities supporting post-close transaction and portfolio management, including tracking borrower deliverables, monitoring borrower performance, identifying emerging risks, and ensuring alignment with CNB's credit and risk management strategies. This role will contribute to the continuous evaluation of portfolio credit quality, performance trends, and compliance with loan covenants, while collaborating with senior risk officers and portfolio managers to drive risk mitigation efforts and support the successful execution of credit facilities and trades.

What You'll Do

• Track the receipt of required financial statements, covenant compliance certificates and other borrower deliverables under assigned financial sponsor portfolios, and follow up with sponsors on any items not received within required timeframes.
• Provide timely reporting on late and missing items, and escalate as needed.
• Maintain centralized database of key credit risk metrics across the portfolio.
• Analyze and report on trends at borrower and portfolio level.
• Assist with periodic evaluations (e.g., annual reviews) of the borrowers and facilities, including tracking performance metrics, identifying emerging risks, and recommending potential actions as needed.
• Generate detailed reports and presentations on portfolio performance, risk exposure, and key metrics for senior management and stakeholders in the Capital Markets Risk organization.
• Collaborate closely with relevant first line teams, such as origination and investment banking, to ensure seamless coordination with ongoing portfolio management activities.
• Attend leading industry events on occasion (e.g., capital markets, structured finance, asset-backed securities, etc.).
• Travel at least 10 to 20% of the time for meetings and industry events.

Qualifications

• 1-3 years experience working in a [regulated] financial institution, especially in a risk management function and/or with exposure to financial sponsors.
• Highly organized and detail-oriented.
• Strong analytical and financial modeling skills.
• Strong communication and interpersonal skills.
• Basic understanding of capital markets, financial sponsors and/or structured finance, and eagerness to learn.
• Proficient in Microsoft Office and specifically Excel, including advanced functions. [Experience with [LoanIQ and/or nCino] a plus.]
• Ability to travel at least 10 to 20% of time as required.

Education

• Bachelor's Degree in Finance, Real Estate, economics, or a related field.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Benefits & Perks

We offer a competitive benefits package designed to support your success:

• Health Coverage: Medical, dental, and vision plans with employer contributions.
• Retirement Savings: 401(k) with matching.
• Paid Time Off & Holidays: Generous PTO and paid holidays.
• Wellness Support: Access to mental health and financial wellness resources.

Visit our benefits page to learn more Benefits!

Join City National Bank of Florida. The possibilities are endless.

Equal Opportunity

City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.

Interview Guidelines

To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information.

Applicants who require a reasonable accommodation to participate in the interview process should contact [e-mail] in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.