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Portfolio Analyst - job 17 of 17

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.

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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

At American Express, we’re on a mission to empower financial professionals like you as a Portfolio Analyst. Located in the bustling heart of New York City, this role is perfect for those who thrive on collaboration and driving financial success within a dynamic tech environment. As part of our talented team, you’ll engage with the Tech Portfolio Management organization to effectively manage operating expenses and partner with diverse teams to elevate our services. You’ll utilize cutting-edge tools like Oracle, Rally, and Jira to monitor KPIs, track portfolio performance, and prepare in-depth financial analyses that support strategic initiatives. In this role, you will help cultivate strong relationships across technology, finance, and product teams, ensuring everyone is aligned to achieve tangible results. Embrace the opportunity to lead impactful projects that not only enhance customer experience but also optimize processes for improved efficiency. Your keen analytical skills and ability to adapt to fast-paced environments will shine as you contribute to our portfolio operations and support business partners in delivering top-notch project results. We value innovation, creativity, and the proactive approach you bring to problem-solving, making American Express the perfect place to advance your career. Join us in leading the way and unlocking the full potential of financial growth while being part of a company that truly knows how to back its employees.

Frequently Asked Questions (FAQs) for Portfolio Analyst Role at American Express
What responsibilities does a Portfolio Analyst at American Express have?

As a Portfolio Analyst at American Express, you'll be integral to managing the Tech Portfolio Management's operating expenses. Your responsibilities will include running day-to-day operations for various delivery teams, utilizing reporting tools for financial tracking, and preparing detailed analyses across multiple teams. In this dynamic role, you will support strategic projects, ensure financial success through effective partnerships with TBE leadership, and collaborate with finance and product teams to enhance operational outcomes.

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What qualifications are needed to become a Portfolio Analyst at American Express?

To qualify for the Portfolio Analyst position at American Express, you should have a bachelor's degree in Business Administration, Finance, or Accounting, along with a minimum of 3 years of relevant experience. The ideal candidate will possess sharp analytical skills, a proven ability to execute tasks promptly, and experience within the FinTech industry. Familiarity with tools such as MS Word, Excel, Jira, and Confluence is also essential for success in this role.

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How does American Express support the professional development of Portfolio Analysts?

American Express understands the importance of continuous learning and professional growth for its employees. As a Portfolio Analyst, you'll have access to dedicated time for investing in your skillset, alongside a range of career development and training opportunities. This commitment to your professional journey will empower you to stay at the forefront of industry trends and practices, ensuring your contributions to the company's success are maximized.

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What tools will I be using as a Portfolio Analyst at American Express?

In the Portfolio Analyst role at American Express, you will work with various tools such as Oracle for financial data management, along with Agile management tools like Rally and Jira. These resources will enable you to track performance, monitor key performance indicators, and conduct complex financial analyses as you support project delivery and enhance operational efficiency.

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What work environment can a Portfolio Analyst expect at American Express?

A Portfolio Analyst at American Express can expect a supportive and inclusive environment that promotes collaboration and innovation. You’ll be part of a diverse tech team where your ideas are valued, and you can make significant decisions to address challenging problems. Whether working onsite, in a hybrid model, or fully virtually, the company fosters an environment that emphasizes the importance of team culture while providing the flexibility you need to thrive professionally and personally.

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Common Interview Questions for Portfolio Analyst
Can you describe your experience with financial analysis in the context of a portfolio?

When answering this question, highlight specific experiences where you analyzed financial data to support business decisions. Discuss tools you've used, such as Excel or specialized financial software. Be prepared to provide metrics or results that illustrate the impact of your analyses on project outcomes.

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How do you prioritize your tasks when managing multiple projects as a Portfolio Analyst?

Discuss your specific strategies for prioritization, such as using project management tools, setting clear deadlines, and aligning tasks with team goals. Show how you adapt to changing circumstances, emphasizing your ability to thrive in a fast-paced environment while meeting all deadlines.

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Tell me about a time you had to build relationships with stakeholders. How did you approach it?

When answering, share a specific example where developing relationships helped achieve project goals. Describe how you identified key stakeholders, communicated effectively, and fostered collaboration to drive positive results while focusing on customer experience and process optimization.

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What strategy would you use to monitor KPIs for a portfolio?

Discuss how you would define relevant KPIs that align with both operational goals and financial outcomes. Share your experience using specific reporting tools to track these metrics and how you analyze them to provide actionable insights for improving portfolio performance.

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What challenges do you expect to face in the role of Portfolio Analyst and how would you tackle them?

Identify potential challenges, such as adapting to rapidly changing financial landscapes or working with diverse teams across departments. Outline your proactive approach to problem-solving and emphasize your strategies for overcoming these challenges through effective communication and research.

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Explain how you handle disagreements with team members on financial decisions.

Employ a collaborative and solution-oriented mindset when answering. Discuss your ability to listen actively to different viewpoints, use data to inform discussions, and work toward a consensus that benefits the overall project and maintains strong team relationships.

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What experience do you have in utilizing software like Oracle or Jira?

Share specific projects where you used Oracle for financial reporting or Jira for project management. Highlight how effectively using these tools contributed to successful portfolio management and provided insights that enhanced operational productivity.

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How do you ensure accuracy in your financial reporting?

Detail your methodical approach to data validation, referencing checks and reconciliations, and maintaining consistency in reports. Discuss how you stay updated on best practices for accuracy and your commitment to delivering precise information to stakeholders.

Join Rise to see the full answer
What role does creativity play in your position as a Portfolio Analyst?

Exemplify how creativity influences your problem-solving skills and your approach to devising innovative solutions for financial issues. Talk about specific instances where thinking outside the box helped challenge existing processes or improve reports.

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Why do you want to work as a Portfolio Analyst for American Express?

Craft a personalized response that reflects your interest in American Express, its values, and its commitment to professional development. Express your enthusiasm for the opportunity to be part of a team that shapes financial strategies while supporting a company that values its employees.

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

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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 16, 2025

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