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Trade Product and Portfolio Manager

City National Bank
United States, Florida, Miami
100 Southeast 2nd Street (Show on map)
Apr 08, 2026

Trade Product and Portfolio Manager




Job ID
2026-5936

Category
Treasury Services

Type
Full-Time

Workplace policy
Hybrid



Overview

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.

What You'll Do:

    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 decisionmaking.
  • 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 crossfunctional 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.


Qualifications

  • 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 decisionmaking.
  • 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 crossfunctional stakeholders and senior leadership.
  • Strong organizational and prioritization skills with the ability to manage multiple, competing initiatives in a deadlinedriven environment.
  • Proficiency in Microsoft Office applications, with advanced Excel skills for financial analysis, reporting, and dashboard development.


Education

  • 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.


Special Instructions to Candidates

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department talent.attraction@citynational.com.

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