Investment Portfolio Manager Senior

Job Title Investment Portfolio Manager Senior Job ID 2026-6173 Posted Date 9/30/2026 Category Wealth Management Type Full-Time Job Locations US-FL-Miami Location : Location City National Bank of Florida Job Post Information* : External Company Name www.citynational.com Location : Postal Code 33134 Location : Address 2855 Le Jeune Rd Bachelor's Degree in Finance, Business Administration, Economics, Accounting, or a related field.

An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree. 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.