Capital Markets Portfolio Management Analyst

City National Bank of Florida

. Track required financial statements, covenant compliance certificates, and other borrower deliverables for assigned financial sponsor portfolios .

Posted 10/1/2026full-timeCoral Gables • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and financial modeling skills, with a solid understanding of capital markets and risk management. Proficient in managing financial statements and reporting on portfolio performance while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Financial ModelingRisk ManagementMicrosoft ExcelLoanIQCapital Markets

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisData ReportingCovenant CompliancePortfolio ManagementTrend Analysis

Soft Skills

Detail-OrientedOrganizational SkillsCommunication SkillsInterpersonal Skills

Tools & Technologies

Microsoft OfficeNCino

Industry Keywords

Financial SponsorsStructured FinanceAsset-Backed SecuritiesRegulated Financial Institution

About the role

Key responsibilities & impact

Track required financial statements, covenant compliance certificates, and other borrower deliverables for assigned financial sponsor portfolios
Follow up with sponsors on missing deliverables and provide timely reporting on late items
Escalate overdue or missing items as needed
Maintain a centralized database of key credit risk metrics across the portfolio
Analyze and report trends at borrower and portfolio levels
Assist with periodic borrower and facility evaluations, including annual reviews, performance tracking, emerging-risk identification, and action recommendations
Generate reports and presentations on portfolio performance, risk exposure, and key metrics for senior management and stakeholders
Collaborate with origination, investment banking, and other first-line teams on portfolio management activities
Attend leading capital markets, structured finance, and asset-backed securities industry events occasionally
Travel 10–20% of the time for meetings and industry events

Requirements

What you’ll need

1–3 years of experience working in a regulated financial institution, especially in risk management 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, specifically Excel, including advanced functions
Experience with LoanIQ and/or nCino is a plus
Ability to travel at least 10–20% of the time as required
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

Comp & perks

Hybrid workplace policy
Travel opportunities for meetings and leading industry events
Reasonable accommodations in accordance with applicable law