Capital Markets Portfolio Management Officer

City National Bank of Florida; Coral Gables (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Coverage

401(k) with matching

Paid Time Off & Holidays

Wellness resources

Job summary

City National Bank of Florida seeks a Capital Markets Portfolio Management Officer to oversee institutional sponsor portfolios, manage risk, and monitor credit facilities and trades. You will work with risk officers, front-end teams, and senior management to ensure compliance with risk parameters while driving performance in a dynamic market environment.

Responsibilities include evaluating portfolio health, developing strategies, and presenting detailed risk metrics.

Qualifications

• 2-4 years proven experience in structuring and underwriting capital markets.
• Experience in Financial Sponsors: PE, Private Credit, Hedge Funds, asset managers.
• Structuring fund finance and asset-backed credit solutions.
• Strong understanding of financial markets and investments.
• Willingness to travel 20–30% of time.

Responsibilities

• Oversee performance of Institutional Financial Sponsor portfolios within Capital Markets Risk Management.
• Evaluate structured credit risks against market parameters; develop risk strategies.
• Monitor credit facilities and investment trades for compliance with risk parameters.
• Evaluate financial health of portfolio companies and propose adjustments.
• Prepare reports and presentations on risk exposure and performance for senior management.
• Collaborate with Portfolio Risk Officers and Investment Bankers for coordination.
• Focus on credit and investment transactions across term loans, revolvers, facilities, and fund finance.
• Suggest improvements to risk measurement methodologies and market risk drivers.
• Advise business lines and legal/risk functions on credit and risk issues.
• Attend industry events; stay current on Private Equity/Private Credit trends.

Skills

Portfolio management

Credit underwriting

Financial modeling

Risk management

Excel advanced

Communication

Interpersonal skills

Travel readiness

Education

Bachelor's Degree in Finance/Real Estate/Economics

Master's Degree preferred

Tools

Excel (Pivot Tables, VLOOKUP)

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 Officer will be an integral member of the Capital Markets Risk Management team, responsible for overseeing and managing the ongoing performance of assigned portfolios within the institutional financial sponsor segment. This position will focus on portfolio management of balance sheet debt capital strategies and work closely with internal teams to ensure the effective management of risk, compliance, and performance tracking across credit facilities and investment activities. The Capital Markets Portfolio Management Officer will be responsible for conducting post-transaction portfolio management, including monitoring portfolio performance, assessing potential risks, and ensuring alignment with CNB's credit and risk management strategies. This role will involve the continuous evaluation of 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.

Principal Duties & Responsibilities

• Oversee and track the performance of assigned Institutional Financial Sponsor portfolios, contributing as an active member of the Bank’s Capital Markets Risk Management team.
• Apply in-depth market knowledge to evaluate structured credit risks against current market parameters.
• Develop and implement risk management strategies to ensure portfolio stability, focusing on credit quality, risk mitigation, and compliance with CNB’s standards.
• Track and evaluate the execution of credit facilities and investment trade activities, ensuring that each transaction aligns with approved risk parameters and business objectives.
• Perform ongoing evaluations of the financial health of portfolio companies, including tracking performance metrics, identifying potential risks, and recommending adjustments 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 front-end teams, such as Portfolio Risk Officers and Investment Bankers, to ensure seamless coordination between credit underwriting and ongoing portfolio management activities.
• Focus on coverage for Institutional Financial Sponsors' credit and investment transactions (e.g., term loans, revolvers, credit facilities, fund finance facilities, portfolio facilities, secondary market, private placements, asset-backed credit facilities, etc.).
• Recommend and improve existing risk measurement methodologies to provide greater visibility into market risk drivers within the Capital Markets Risk Management team.
• Advise and support Capital Markets business lines, product groups, legal, and risk management functions on credit and risk-related issues.
• Identify capital market opportunities to responsibly grow the loan portfolio during sponsor(s) review.
• Attend leading industry events on occasion (e.g., capital markets, structured finance, asset-backed securities, etc.).
• Stay current on industry trends, market conditions, and emerging opportunities within the Private Equity, Private Credit, and Hedge Fund segments.
• Travel at least 20 to 30% of the time for meetings and industry events.
• Serve as a subject matter expert in all aspects of specialty credits (e.g., ABS, Fund Finance, capital market transactions).

Qualifications

• 2-4 years proven experience in structuring and underwriting capital markets, investment banking, private equity, private transactions.
• Focus on Financial Sponsors Private Equity, Private Credit, Hedge Funds, Asset Managers, etc.
• Structuring fund finance and asset-backed credit solutions.
• Strong understanding of financial markets and investment.
• Ability to travel at least 20 to 30% of time as required.
• Highly organized and detail oriented.
• Excellent analytical and financial modeling skills.
• Exceptional communication and interpersonal skills.
• Demonstrated ability to build and maintain relationships with investors and financial partners.
• Proficient in Microsoft Excel, including advanced functions such as VLOOKUP, and Pivot Tables.

Education

• Required Bachelor's Degree Finance, Real Estate, economics, or a related field.
• Preferred Master's Degree Finance, Real Estate, economics, or a related field

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 mor eBenefits!

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

Special information 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.