Portfolio Management Analyst Jobs in Florida
Portfolio Management Analyst jobs in Florida are in strong demand, concentrated in wealth management firms, regional banks, insurance companies, and investment management boutiques, with openings at every level from entry-level analyst through senior portfolio manager. Miami, Tampa, and Orlando anchor the most active hiring markets, where established employers such as Raymond James, Northern Trust, and Fidelity Investments maintain significant Florida operations. Fixed income analysis, equity research support, and risk-adjusted performance reporting are the most consistently sought specialties across the state. Find a role that fits below and apply directly.
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Showing 5 of 12+ Portfolio Management Analyst jobs
About us
Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Capital Markets Portfolio Management Analyst will be an integral member of the Capital Markets Risk Management team, which is responsible for underwriting and managing the risks associated with the capital markets division’s portfolio and ensuring compliance with CNB policies. This position will support portfolio managers and underwriters within the second-line credit risk team to ensure the timely and effective management of risk, compliance, and performance tracking across credit facilities and investment activities. The Capital Markets Portfolio Management Analyst will conduct key activities supporting post-close transaction and portfolio management, including tracking borrower deliverables, monitoring borrower performance, identifying emerging risks, and ensuring alignment with CNB's credit and risk management strategies. This role will contribute to the continuous evaluation of portfolio 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.
- Track the receipt of required financial statements, covenant compliance certificates and other borrower deliverables under assigned financial sponsor portfolios, and follow up with sponsors on any items not received within required timeframes.
- Provide timely reporting on late and missing items, and escalate as needed.
- Maintain centralized database of key credit risk metrics across the portfolio.
- Analyze and report on trends at borrower and portfolio level.
- Assist with periodic evaluations (e.g., annual reviews) of the borrowers and facilities, including tracking performance metrics, identifying emerging risks, and recommending potential actions 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 relevant first line teams, such as origination and investment banking, to ensure seamless coordination with ongoing portfolio management activities.
- Attend leading industry events on occasion (e.g., capital markets, structured finance, asset-backed securities, etc.).
- Travel at least 10 to 20% of the time for meetings and industry events.
Qualifications
- 1-3 years experience working in a [regulated] financial institution, especially in a risk management function and/or with exposure to financial sponsors.
- Highly organized and detail-oriented.
- Strong analytical and financial modeling skills.
- Strong communication and interpersonal skills.
- Basic understanding of capital markets, financial sponsors and/or structured finance, and eagerness to learn.
- Proficient in Microsoft Office and specifically Excel, including advanced functions. [Experience with [LoanIQ and/or nCino] a plus.]
- Ability to travel at least 10 to 20% of time as required.
Education
- Bachelor's Degree in Finance, Real Estate, economics, or a related field.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
About us
Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Capital Markets Portfolio Management Analyst will be an integral member of the Capital Markets Risk Management team, which is responsible for underwriting and managing the risks associated with the capital markets division’s portfolio and ensuring compliance with CNB policies. This position will support portfolio managers and underwriters within the second-line credit risk team to ensure the timely and effective management of risk, compliance, and performance tracking across credit facilities and investment activities. The Capital Markets Portfolio Management Analyst will conduct key activities supporting post-close transaction and portfolio management, including tracking borrower deliverables, monitoring borrower performance, identifying emerging risks, and ensuring alignment with CNB's credit and risk management strategies. This role will contribute to the continuous evaluation of portfolio 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.
- Track the receipt of required financial statements, covenant compliance certificates and other borrower deliverables under assigned financial sponsor portfolios, and follow up with sponsors on any items not received within required timeframes.
- Provide timely reporting on late and missing items, and escalate as needed.
- Maintain centralized database of key credit risk metrics across the portfolio.
- Analyze and report on trends at borrower and portfolio level.
- Assist with periodic evaluations (e.g., annual reviews) of the borrowers and facilities, including tracking performance metrics, identifying emerging risks, and recommending potential actions 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 relevant first line teams, such as origination and investment banking, to ensure seamless coordination with ongoing portfolio management activities.
- Attend leading industry events on occasion (e.g., capital markets, structured finance, asset-backed securities, etc.).
- Travel at least 10 to 20% of the time for meetings and industry events.
Qualifications
- 1-3 years experience working in a [regulated] financial institution, especially in a risk management function and/or with exposure to financial sponsors.
- Highly organized and detail-oriented.
- Strong analytical and financial modeling skills.
- Strong communication and interpersonal skills.
- Basic understanding of capital markets, financial sponsors and/or structured finance, and eagerness to learn.
- Proficient in Microsoft Office and specifically Excel, including advanced functions. [Experience with [LoanIQ and/or nCino] a plus.]
- Ability to travel at least 10 to 20% of time as required.
Education
- Bachelor's Degree in Finance, Real Estate, economics, or a related field.
- An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair and consistent interview process, applicants are not permitted to use AI-enabled devices during interviews, including AI glasses or similar wearable technology that can record, transmit, or generate real-time information. Applicants who require a reasonable accommodation to participate in the interview process should contact talent.attraction@citynational.com in advance of the interview to submit an accommodation request. City National Bank of Florida will engage in the interactive process and provide reasonable accommodations in accordance with applicable law.
See All 12 Portfolio Management Analyst Jobs in Florida
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Find JobsPortfolio Management Analyst Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Portfolio Management Analyst Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Staffing & Recruiting
What Florida Employers Look For
The qualifications that appear most often in portfolio management analyst jobs across Florida.
- CFA designation or active progress toward CFA charterholder status preferred by most Florida employers
- Bachelor's degree in finance, economics, or a related quantitative field required
- Proficiency in Bloomberg Terminal and portfolio analytics platforms such as Morningstar Direct
- Two or more years of experience in investment analysis, asset management, or a related role
- Strong Excel and financial modeling skills with experience building attribution and risk reports
- Familiarity with GIPS compliance standards and SEC-registered investment adviser requirements
Portfolio Management Analyst Jobs in Florida: Frequently Asked Questions
How do you become a portfolio management analyst in Florida?
A bachelor's degree in finance, economics, or accounting is the standard starting point for portfolio management analyst roles in Florida. There is no state-issued license required for the analyst role itself, but most Florida employers expect candidates to hold or be actively pursuing the CFA designation. Securities-related responsibilities may require FINRA Series 65 or Series 66 registration, which is administered through the Florida Office of Financial Regulation.
How much do portfolio management analysts make in Florida?
Portfolio management analysts in Florida earn a median of about $94,490 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $60,620 for the lowest 10% to over $155,470 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire portfolio management analysts in Florida?
Employers hiring portfolio management analysts in Florida right now include City National Bank of Florida, Openbank Deutschland AG, and System One, based on current listings on Migrate Mate as of October 2026. Florida's large concentration of wealth management firms, insurance companies, and bank trust departments generates consistent demand for this role across multiple metro areas.
Which Florida cities have the most portfolio management analyst jobs?
Miami, Tampa, and Orlando have the most portfolio management analyst openings in Florida. Miami leads because of its dense cluster of private wealth management firms, international asset managers, and bank trust departments, while Tampa and St. Petersburg benefit from Raymond James's headquarters and a growing concentration of regional financial services employers.
Are there remote portfolio management analyst jobs in Florida?
Yes, and more than most finance roles, because portfolio management analysis is largely desk-based and data-driven work that translates well to remote environments. About 50% of portfolio management analyst openings tied to Florida are remote or hybrid as of October 2026, reflecting broader trends in financial services. Performance reporting, model rebalancing, and research tasks are the functions most commonly performed remotely.
How can I get hired as a portfolio management analyst in Florida with little or no experience?
The most realistic entry path is a junior or associate analyst role inside a Florida-based registered investment adviser or bank trust department, where new graduates without direct portfolio experience are regularly brought on to support senior analysts. Large Florida employers including Raymond James and Northern Trust run structured new-graduate programs and rotational associate tracks that do not require prior portfolio management experience. Candidates who hold or are pursuing the CFA, have passed the Series 65 exam through the Florida Office of Financial Regulation, or can demonstrate Excel-based financial modeling skills stand out against other applicants without experience.
Where can I find and apply to portfolio management analyst jobs in Florida?
You can find and apply to portfolio management analyst jobs in Florida on Migrate Mate, which lists current Florida openings from employers actively hiring. Find the roles that fit your background and apply directly to the ones that match.
See All 12 Portfolio Management Analyst Jobs in Florida
Find roles in Florida that match your experience and apply in just a few clicks.
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