Portfolio Manager II - Fund Finance

Overview

WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.

• Teamwork:
  Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
• Portfolio Management:
  Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
• Credit Analysis:
  Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
• Performance Monitoring:
  Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
• Data Analysis:
  Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
• Risk Management:
  
  Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank’s credit risk appetite, and compliance with institutional and regulatory requirements.
• Collaboration:
  
  Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank’s strategic initiatives. Participate in ad-hoc projects to support the organization’s priorities.
• Client Service:
  Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).

• Bachelor's Degree or equivalent in Finance, Business or related field
• Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries

• Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
• Desire to build leadership and coaching skills, with the ability to train and develop talent
• Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
• Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
• Industry-specific knowledge and expertise Fund Finance

Starting base salary: $53.56 - $91.22 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships…