Capital Market Portfolio Management Officer

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).

* 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.

* Required Bachelor's Degree Finance, Real Estate, economics, or a related field.
* Preferred Master's Degree Finance, Real Estate, economics, or a related field

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.