Trade Product and Portfolio Manager

City National Bank of Florida•Miami, FL

About The Position

The Trade Product and Portfolio Manager is responsible for managing and advancing the strategic and financial performance of the Trade Services & Finance product portfolio. The role analyzes business and portfolio performance, oversees product-related financial outcomes, and drives cross-functional alignment to ensure consistent execution of trade product strategies and operational priorities. Working in close partnership with the Trade Product Director and Trade Services & Finance subject matter experts, this position translates strategic objectives into defined workstreams, establishes performance metrics, and monitors progress to support informed decision-making. The role maintains accountability for Product P&L and oversight of contingent and funded trade portfolios, ensuring alignment with business objectives, risk parameters, and regulatory expectations across functions including Risk, Compliance, Operations, Technology, and Finance. This role does not have direct client interaction and does not exercise supervisory responsibility over staff. The position operates with a high degree of independence and professional judgment, reflecting its strategic importance within the Trade Services function.

Requirements

8-10 years of experience in banking, Trade Products, Finance, business intelligence, product management, financial analysis, or a related function.
Strong understanding of Trade Services and Finance products, portfolio structures, and related banking operations.
Advanced knowledge of financial analysis, including Product P&L, profitability drivers, portfolio performance metrics, and variance analysis.
Demonstrated ability to analyze complex financial, operational, and market data, synthesize insights, and support business and product decision‑making.
Ability to exercise independent judgment in evaluating trends, risks, and performance indicators within a regulated banking environment.
Effective verbal and written communication skills to present analyses, recommendations, and insights to cross‑functional stakeholders and senior leadership.
Strong organizational and prioritization skills with the ability to manage multiple, competing initiatives in a deadline‑driven environment.
Proficiency in Microsoft Office applications, with advanced Excel skills for financial analysis, reporting, and dashboard development.
Bachelor's Degree in Finance, Economics, Business Administration, International Trade, or related fields.
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.

Responsibilities

Manage the financial and performance oversight of the Trade Services & Finance product portfolio, including accountability for Product P&L and analysis of contingent and funded trade exposures.
Evaluate Trade Services & Finance portfolio metrics, market trends, credit facility approvals, and risk ratings to assess business performance, portfolio health, and strategic implications.
Interpret financial results, variances, and performance drivers and present insights and recommendations to Trade Product leadership to support product and portfolio decision‑making.
Translate Trade Services & Finance product strategy into defined initiatives and priorities, establishing performance measures to assess execution effectiveness and strategic alignment.
Design and maintain management reporting, dashboards, and performance materials to support oversight of product performance, regulatory expectations, and strategic objectives.
Provide cross‑functional leadership by coordinating with Operations, Technology, Risk, Compliance, Legal, and Finance to ensure trade product initiatives align with control frameworks, operational capabilities, and regulatory requirements.
Assess operational performance indicators, including turnaround times, discrepancy trends, workload distribution, and market activity, and evaluate potential impacts to business performance and product strategy.
Consolidate operational, financial, and market insights to inform product governance discussions, portfolio optimization, and business planning activities.
Prepare analysis, materials, and responses for governance forums, senior leadership reviews, audits, and regulatory examinations related to Trade Services & Finance products.
Ensure Trade Services & Finance product activities and portfolio decisions align with internal policies, global standards, and applicable regulatory requirements.