Capital Markets Portfolio Management Officer

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

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 [email protected] 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.