Capital Markets Portfolio Management Analyst

City National Bank; Torch of Friendship (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

City National Bank seeks a Capital Markets Portfolio Management Analyst to join the Capital Markets Risk Management team. You will support post-close portfolio management, monitoring borrower performance, and reporting on risk metrics for senior leaders.

You will collaborate with origination and investment banking teams, track covenant compliance, and help translate portfolio data into actionable insights. Travel 10–20% is expected.

Qualifications

• 1-3 years experience in a regulated financial institution, esp. risk management.
• Highly organized and detail-oriented.
• Strong analytical and financial modeling skills.
• Strong communication and interpersonal skills.
• Basic understanding of capital markets, sponsors, structured finance; eager to learn.
• Proficient in Microsoft Office and Excel, advanced functions; LoanIQ/nCino a plus.
• Ability to travel 10-20% of time.

Responsibilities

• Track receipt of required financial statements and covenants; follow up with sponsors as needed.
• Provide timely reporting on late/missing items; escalate when required.
• Maintain centralized database of key credit risk metrics.
• Analyze and report on borrower and portfolio trends.
• Assist with periodic borrower/facility evaluations and metrics.
• Generate detailed reports and presentations on portfolio performance and risk for senior management.
• Collaborate with first-line teams (origination, IB) for coordination.
• Attend industry events occasionally.
• Travel 10-20% for meetings/events.

Skills

Financial risk management

Analytical skills

Financial modeling

Communication skills

Capital markets knowledge

Excel advanced

Travel willingness

Education

Finance degree

Tools

LoanIQ

nCino

Job description

Capital Markets Portfolio Management Analyst

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 escalation 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.

Special Instructions to Candidates

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.