Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Portfolio Analyst image - Rise Careers
Job details

Portfolio Analyst - job 15 of 23

You Lead the Way. We’ve Got Your Back.

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives.  Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems.  American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source.  And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development.  Find your place in technology on #TeamAmex.

The Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished financial professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization.  As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound management of monthly operating expenses.

How will you make an impact in this role?

Running the day-to-day portfolio operations for a subset of delivery teams Utilizing appropriate reporting tools to monitor and track portfolio(s) against various Financial and Portfolio KPIs and metrics. Preparing detailed analysis of financial data across multiple teams leveraging in house as well as industry standard tools (Oracle, Rally, Jira, etc.). Support strategic projects that enable the organization to best manage its investment portfolios. Build strong working relationships across the Technology, Finance, and Product teams to enhance collaboration, problem-solving and generate solutions that drive tangible results. Work with 3rd party vendors to facilitate resourcing needs.

Responsibilities:

  • This role is working in a servicing environment, leading or participating in a portfolio of projects and initiatives.
  • The analyst will support operations in planning and project delivery for the Business Partners. Working with key stakeholders to focus on customer experience and optimizing processes.

Minimum Qualifications

  • Bachelors in Business Administration/Finance/Accounting.
  • 3+ years of related experience
  • Proven Ability to execute task quickly
  • Experience in FinTech Industry

Required Skills

·    MS Word

·    MS Excel

·    Confluence/Jira

·    PowerPoint Skills

·    Sharp Analytical Skills

Further skills for success include:

·       Previous experience leading/supporting diverse initiatives

·       Demonstrable success mapping, challenging and improving existing processes

·       Leading change management projects within operational environment

·       Able to build relationships to get positive results and influence without authority

·       Ability to get results under timelines and prioritize multiple tasks concurrently

·       Comfortable in an ambiguous and fast paced environment, thrive on variety

·       Demonstrate a pro-active approach to problem solving

·       Creativity in solving problems and passion to identify and present effective solutions

·      Self-motivated, enthusiastic and able to manage time effectively to ensure timelines are met and work volumes are managed

·       Demonstrated understanding of multiple business functions preferred

Salary Range: $70,000.00 to $135,000.00 annually + bonus + benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

  • Competitive base salaries 
  • Bonus incentives 
  • 6% Company Match on retirement savings plan 
  • Free financial coaching and financial well-being support 
  • Comprehensive medical, dental, vision, life insurance, and disability benefits 
  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 
  • 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy 
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) 
  • Free and confidential counseling support through our Healthy Minds program 
  • Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site.

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express Glassdoor Company Review
4.2 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
American Express DE&I Review
4.4 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
CEO of American Express
American Express CEO photo
Stephen J Squeri
Approve of CEO

Average salary estimate

$102500 / YEARLY (est.)
min
max
$70000K
$135000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Portfolio Analyst, American Express

Join American Express as a Portfolio Analyst and be part of a vibrant team that leads the way in financial management and operational excellence! Based in the bustling city of New York, this role offers a unique opportunity for passionate individuals to dive deep into the Tech Portfolio Management (TPM) organization. Your key responsibility will be managing the operating expenses of various tech portfolios while building strong partnerships with leadership across multiple teams, including Finance and Product. You'll leverage industry-standard tools like Oracle, Rally, and Jira to monitor financial performance and prepare insightful analyses. What’s more, you'll support strategic projects that enhance investment management across the organization. If you're someone with a knack for analytics, creativity in problem-solving, and an ability to communicate effectively, this role is crafted for you! American Express prides itself on recognizing contributions, so you’ll not only learn and grow here, but you’ll also have opportunities to make an impact. Whether it’s optimizing processes for better customer experience or collaborating with diverse teams to generate tangible results, you'll find your work fulfilling and pivotal. Plus, with our comprehensive benefits and flexible working model, we truly support your holistic well-being. So come and make your mark on Team Amex as we lead the charge in financial innovation together!

Frequently Asked Questions (FAQs) for Portfolio Analyst Role at American Express
What are the primary responsibilities of a Portfolio Analyst at American Express?

As a Portfolio Analyst at American Express, your main responsibilities include managing day-to-day portfolio operations for delivery teams, utilizing reporting tools to track financial and portfolio KPIs, and conducting detailed analyses of financial data. You will also support strategic projects to optimize investment portfolios and build collaborative relationships across various departments to enhance problem-solving.

Join Rise to see the full answer
What qualifications are required for the Portfolio Analyst position at American Express?

To qualify for the Portfolio Analyst role at American Express, candidates should possess a Bachelor's degree in Business Administration, Finance, or Accounting, alongside a minimum of 3 years of relevant experience. Strong analytical skills, an ability to manage multiple tasks, and proficiency with tools like MS Excel, Confluence, and Jira are essential for success in this role.

Join Rise to see the full answer
How does American Express support professional development for Portfolio Analysts?

American Express believes in the continuous professional development of its Portfolio Analysts. The company dedicates time for employees to invest in their skills, access training opportunities, and engage with the broader engineering community, including participation in open-source projects.

Join Rise to see the full answer
What tools and technology does a Portfolio Analyst at American Express use?

Portfolio Analysts at American Express leverage industry-standard tools such as Oracle, Rally, and Jira to monitor performance against financial metrics. Proficiency in MS Word, Excel, and PowerPoint is also required to perform detailed analyses and report on portfolio operations efficiently.

Join Rise to see the full answer
What is the work culture like for a Portfolio Analyst at American Express?

The work culture for Portfolio Analysts at American Express is inclusive, supportive, and collaborative. Team Amex is dedicated to fostering an environment where all voices are valued, and individuals can take initiative in decision-making, ensuring a diverse range of ideas shapes the direction of projects.

Join Rise to see the full answer
Common Interview Questions for Portfolio Analyst
Can you describe your experience with financial analysis relevant to the Portfolio Analyst role?

When discussing your experience, focus on specific projects where you have performed financial analysis, including methodologies used, results achieved, and the impact on business decisions. Highlight any tools you employed, such as Excel or industry software, to demonstrate your analytical expertise.

Join Rise to see the full answer
How do you prioritize tasks when managing multiple projects as a Portfolio Analyst?

Emphasize your time management skills and mention methods you use to prioritize, such as categorizing tasks by urgency or importance. It’s helpful to provide an example of a past experience where you successfully managed multiple priorities to showcase your organizational abilities.

Join Rise to see the full answer
What strategies do you use to build strong relationships with cross-functional teams?

Discuss your communication skills and how you foster collaboration. Mention any tools or practices you've used to ensure transparency and alignment among teams. Providing specific examples of how you’ve successfully worked with other departments can illustrate your relationship-building capabilities.

Join Rise to see the full answer
What tools do you prefer for tracking portfolio performance and why?

You might share your familiarity with tools like Jira and Oracle, explaining how they enhance efficiency and accuracy in tracking financial performance. Highlight any preferences based on your past experiences and specific metrics you've monitored during those times.

Join Rise to see the full answer
How would you handle an unexpected financial discrepancy in a project?

Explain your approach to identifying the source of the discrepancy and how you would investigate it thoroughly. Mention the importance of communicating with relevant stakeholders and seeking collaborative solutions, demonstrating your problem-solving skills.

Join Rise to see the full answer
Can you give an example of how you improved a financial process?

Discuss a specific situation where you identified inefficiencies in a financial process. Explain the steps you took to improve it and the measurable results that followed, showcasing your analytical thinking and drive for continuous improvement.

Join Rise to see the full answer
What role does data analysis play in a Portfolio Analyst's responsibilities?

Describe how data analysis is integral to informing decision-making, tracking performance against KPIs, and driving strategic initiatives. Emphasize your understanding of data-driven insights that contribute to better portfolio management.

Join Rise to see the full answer
How do you stay current with industry trends in finance and technology?

You can mention resources you use, like industry publications, webinars, or networking with professionals in financial technology. Showcase your commitment to continuous learning and how it adds value to your role as a Portfolio Analyst.

Join Rise to see the full answer
When collaborating on projects, what is your communication style?

Illustrate your communication style by explaining how you adapt your approach based on your audience, whether it’s technical teams or non-technical stakeholders. Provide an example of a successful collaboration that demonstrates your effective communication.

Join Rise to see the full answer
What motivates you in your role as a Portfolio Analyst?

Express how financial analysis and the challenge of driving results motivate you. You can talk about how you enjoy solving complex problems and the satisfaction that comes from contributing to a team's success, aligning your personal goals with the mission of American Express.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
American Express Remote New York, New York, United States
Posted 2 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Manager in Digital Portfolio Management, where you'll oversee strategic initiatives and enhance customer experiences through innovative solutions.

Photo of the Rise User
Posted 2 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Compliance Manager to spearhead compliance risk initiatives and foster a culture of risk awareness.

Photo of the Rise User
TLC Engineering Solutions Remote US, Orange County, FL; Florida, Orlando, FL
Posted 3 days ago

Join TLC Engineering Solutions as a Chief Financial Officer in Orlando, FL, where you'll partner with the management team to drive financial excellence in a thriving enterprise.

Photo of the Rise User
Posted 13 days ago
Photo of the Rise User
Posted 7 days ago

As a Senior Mortgage Underwriter at Better, you will guide lending decisions and drive innovation in the home finance market.

Photo of the Rise User
Posted 12 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Take Risks
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
Social Impact Driven
Rapid Growth
Passion for Exploration
Dare to be Different
Reward & Recognition
Friends Outside of Work
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Conferences Stipend
Bias Training
Employee Resource Groups
401K Matching
Paternity Leave
Maternity Leave
Some Meals Provided
Social Gatherings

Be part of Google's Finance team as a Financial Analyst, where your financial insights will guide significant strategic decisions across technical infrastructure.

Become part of BDC Capital's Thrive Lab, focused on driving impact investments in women-led businesses through innovative strategies.

Photo of the Rise User
Posted 20 hours ago

As the Chief Financial Officer at Graystone Eye, you will play a pivotal role in shaping the financial future of the organization through strategic leadership and management.

Photo of the Rise User
Posted 3 days ago

The UN is seeking a Finance Assistant to support cash management and payment processes in the Finance Division.

Photo of the Rise User

The Cigna Group is looking for a detail-oriented Financial Analysis Senior Analyst to improve billing processes and support client relationships in a remote role.

American Express is a multinational financial services corporation and global leader in providing personal, small business, and corporate credit cards.

2970 jobs
MATCH
Calculating your matching score...
BADGES
Badge Family FriendlyBadge Office VibesBadge Work&Life BalanceBadge Rapid Growth
CULTURE VALUES
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 20, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Columbus just viewed Support Associate-7 at Tory Burch
Photo of the Rise User
Someone from OH, Columbus just viewed Project Manager at Treering
Photo of the Rise User
Someone from OH, Columbus just viewed Product Manager, Assessment Student Experience at Ellevation
Photo of the Rise User
Someone from OH, Hamilton just viewed Team Member Travel Coordinator at Allegiant
Photo of the Rise User
Someone from OH, Kent just viewed Senior Director, Program at Teaching Lab
Photo of the Rise User
Someone from OH, Toledo just viewed IT Telecom Administrator at Anduril Industries
Photo of the Rise User
Someone from OH, Kent just viewed Director, Strategic Partnerships at Teaching Lab
G
Someone from OH, Cincinnati just viewed Operations Lead - AML Refresh Ops (Global Banking) at GHR
Photo of the Rise User
Someone from OH, Akron just viewed Data Scientist II at Kaiser Permanente
Photo of the Rise User
Someone from OH, Eastlake just viewed Summer Intern at Gooch & Housego
I
Someone from OH, Perrysburg just viewed CNC Manufacturing Technician at Innovance
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Lifecycle Marketing Manager at SoFi
Photo of the Rise User
Someone from OH, Cincinnati just viewed Lifecycle Marketing Manager at Caribou
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Marketing Manager at Ocorian
Photo of the Rise User
Someone from OH, Cincinnati just viewed Growth Marketing Manager at Credit Genie
Photo of the Rise User
Someone from OH, Cincinnati just viewed Director of Product Marketing - AAA Campaigns at PrizePicks
Photo of the Rise User
Someone from OH, Cincinnati just viewed Digital Marketing Analyst, Digital Properties at Darden