Senior Portfolio Management Strategist

City National Bank (CNB); Miami (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

City National Bank of Florida is seeking an experienced Investment Portfolio Manager Senior to oversee investment portfolios, perform analyses, and assess risks to support portfolio objectives and regulatory compliance.

You will prepare client investment proposals, presentations, and performance reporting while collaborating with Relationship Managers and internal stakeholders to implement approved strategies and drive client success.

Qualifications

• 8-10 years of portfolio management experience in banking/investment services.
• Experience evaluating credit risk, financial performance, and portfolio monitoring.
• Knowledge of portfolio management principles, investment products, asset allocation, and risk management.
• Knowledge of financial markets, economic conditions, and regulatory requirements.

Responsibilities

• Monitor assigned portfolios to evaluate performance, asset allocation, risk exposures, and adherence to objectives.
• Conduct investment, portfolio, market, industry, and economic analyses to support decisions and risk assessment.
• Serve as a subject matter expert, providing guidance and recommendations to leadership and stakeholders.
• Evaluate holdings, opportunities, and strategies using financial data, market research, and indicators.
• Prepare reports, reviews, and presentations to support portfolio management discussions and client engagements.
• Collaborate with Relationship Managers and internal partners to execute approved strategies and objectives.
• Identify risks, market developments, and opportunities, and provide mitigation recommendations.
• Maintain accurate portfolio records, documentation, and performance reporting.

Skills

Portfolio management

Risk assessment

Financial analysis

Independent judgment

Client presentation

Regulatory compliance

Education

Bachelor's Degree in Finance/Business/Economics

Job description

City National Bank of Florida is seeking an experienced Investment Portfolio Manager Senior to oversee investment portfolios, perform analyses, and assess risks to support portfolio objectives and regulatory compliance.

You will prepare client investment proposals, presentations, and performance reporting while collaborating with Relationship Managers and internal stakeholders to implement approved strategies and drive client success.