Investment Portfolio Manager Senior

City National Bank of Florida•Coral Gables, FL

About The Position

The Investment Portfolio Manager Senior supports the management and oversight of the Bank's investment portfolios through portfolio monitoring, investment analysis, performance evaluation, and risk assessment activities. The role evaluates portfolio holdings, market conditions, economic trends, and investment strategies to support portfolio objectives and risk parameters. Reporting to the Portfolio Management and Investment Strategy Director, the position collaborates with investment professionals, Relationship Managers, business partners, and internal stakeholders to support portfolio construction, investment decision-making, portfolio performance reporting, and regulatory compliance. Serving as a portfolio management subject matter expert, the role exercises independent judgment and discretion in evaluating portfolio risks and opportunities and developing recommendations related to portfolio monitoring, investment analysis, credit and investment risk management, and implementation of approved investment strategies. In addition, the role is responsible for preparing client investment proposals, portfolio presentations, transition analyses, and other investment-related materials to support client acquisition, retention, and relationship management efforts.

Requirements

8-10 years of portfolio management experience within the banking, investment management, wealth management, trust, or financial services industry.
Experience evaluating credit risk, financial performance, portfolio quality, and investment portfolios, including financial statement analysis, risk assessment, and portfolio monitoring activities.
Knowledge of portfolio management principles, investment products, asset allocation strategies, portfolio performance measurement, and risk management practices.
Knowledge of financial markets, economic conditions, investment analysis techniques, and regulatory requirements applicable to investment portfolio management.
Skill in analyzing investment portfolios, market conditions, economic trends, and financial data to develop recommendations and support portfolio management decisions.
Skill in preparing portfolio reviews, investment analyses, performance reports, and presentations for management, business partners, clients, and other stakeholders.
Ability to exercise independent judgment and discretion when evaluating portfolio risks, investment opportunities, investment performance, and portfolio management strategies.
Ability to serve as a portfolio management subject matter expert by providing guidance, recommendations, and analytical support to management, business partners, and internal stakeholders.
Ability to build effective partnerships with Relationship Managers, clients, and internal stakeholders while providing portfolio management expertise, financial analysis, risk assessments, and recommendations that support business and portfolio management objectives.

Responsibilities

Independently monitors assigned investment portfolios to evaluate portfolio performance, asset allocation, risk exposures, and adherence to established investment objectives, guidelines, and risk parameters.
Conducts investment, portfolio, market, industry, and economic analyses to support portfolio management activities, investment decision-making, and ongoing assessment of portfolio performance and risk.
Serves as a subject matter expert in portfolio management and investment analysis, providing guidance, recommendations, and technical expertise to business partners, leadership, Relationship Managers, and internal stakeholders.
Evaluates portfolio holdings, investment opportunities, and investment strategies utilizing financial data, market research, economic indicators, and third-party investment resources.
Assesses portfolio performance against established benchmarks and prepares analyses, recommendations, and reporting to support portfolio reviews, investment discussions, and portfolio management decision-making.
Supports portfolio construction, asset allocation, and portfolio rebalancing activities by developing analytical insights and recommendations for consideration by portfolio management leadership.
Identifies portfolio risks, market developments, economic trends, and emerging issues that may impact investment performance and provides recommendations to address identified risks and opportunities.
Prepares investment reports, portfolio reviews, presentations, and supporting documentation used in portfolio management, investment strategy discussions, client engagements, and management reporting.
Collaborates with the Portfolio Management and Investment Strategy Director, investment professionals, business partners, and internal stakeholders to support execution of approved investment strategies and portfolio objectives.
Supports the evaluation and ongoing monitoring of investment products, portfolio strategies, and market opportunities and provides recommendations to support portfolio objectives and client needs.
Participates in client and stakeholder meetings by providing portfolio information, performance analyses, investment research, market insights, and portfolio management recommendations.
Partners with Relationship Managers in client meetings, portfolio reviews, and ongoing relationship management activities to evaluate financial performance, assess portfolio and credit risk, provide portfolio management expertise, and develop recommendations that support client, relationship, and portfolio objectives.
Maintains complete, accurate, and timely portfolio records, investment documentation, performance reporting, and supporting analyses.
Utilizes investment research platforms, financial databases, economic resources, and portfolio management systems to support portfolio oversight, investment analysis, and portfolio management activities.
Monitors compliance with investment policies, portfolio guidelines, regulatory requirements, and internal procedures and escalates concerns, exceptions, or emerging risks as appropriate.
Identifies opportunities to enhance portfolio reporting, investment processes, data integrity, operational efficiency, and monitoring practices and provides recommendations for implementation.