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Portfolio Analyst - job 7 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.

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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 looking for a passionate Portfolio Analyst to join our dynamic team right in the heart of New York City. This role is all about managing the operating expenses for our Tech Portfolio Management (TPM) organization, and you'll be at the forefront of ensuring our financial success. As a Portfolio Analyst, you will work closely with the leadership team in Technology and beyond. You'll have the opportunity to unleash your analytical skills, utilizing tools like Oracle, Rally, and Jira to monitor and track our portfolio’s performance against key metrics. If you enjoy collaborating with diverse teams and problem-solving, this position is perfect for you! Imagine preparing in-depth analyses across various teams while supporting exciting strategic projects to optimize our investment portfolios. You’ll be building strong relationships not only within the Technology department but also with Finance and our external partners. Plus, you'll thrive in a fast-paced environment where your insights and creativity will drive effective solutions. We value growth and development, so at American Express, you’ll receive ongoing support and opportunities to enhance your skill set while enjoying a range of benefits, including a competitive salary, bonuses, and a flexible working model. Join us and lead the way as a Portfolio Analyst—your career journey begins here with Team Amex!

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

As a Portfolio Analyst at American Express, your responsibilities will include managing day-to-day portfolio operations, preparing financial analyses, and supporting strategic projects to manage investment portfolios effectively. You'll also collaborate with cross-functional teams, including Technology, Finance, and external vendors, to enhance operational efficiency and customer experience.

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What skills are necessary for succeeding as a Portfolio Analyst with American Express?

To succeed as a Portfolio Analyst at American Express, you'll need strong analytical skills, proficiency in tools like MS Excel and Jira, and the ability to manage multiple tasks efficiently. Leadership experience in diverse initiatives and a proactive problem-solving approach will also be essential in navigating the fast-paced environment.

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What qualifications do I need to apply for the Portfolio Analyst position at American Express?

American Express requires all candidates for the Portfolio Analyst position to have a Bachelor's degree in Business Administration, Finance, or Accounting, along with a minimum of 3 years of relevant experience in the FinTech industry.

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

American Express is committed to supporting your professional development as a Portfolio Analyst through continuous learning opportunities, dedicated time for skill enhancement, and career development programs tailored to help you grow in your financial career.

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What is the salary range for a Portfolio Analyst at American Express?

The expected salary range for a Portfolio Analyst at American Express is between $70,000.00 to $135,000.00 annually, depending on experience and location, along with bonus opportunities and comprehensive benefits packages.

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Common Interview Questions for Portfolio Analyst
Can you explain your experience in managing operating expenses as a Portfolio Analyst?

In answering this question, highlight specific examples from your past roles where you successfully managed operating expenses. Discuss the tools you used, the metrics you monitored, and how your actions drove financial success for the organization.

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

Discuss your methods for prioritization, such as using project management tools, assessing deadlines, and evaluating the impact of each task. Provide examples of how prioritizing effectively led to successful project outcomes.

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What strategies do you use for analyzing financial data?

Explain your approach to analyzing financial data, including the tools you use, how you identify key performance indicators, and your process for ensuring data accuracy. Cite specific instances where your analysis influenced strategic decisions.

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Describe a time when you had to collaborate with cross-functional teams.

Share a relevant story that showcases your collaboration skills. Talk about the teams involved, the objective of the collaboration, and the outcome. Emphasize your ability to communicate and work effectively across different functions.

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What is your approach to problem-solving in a dynamic environment?

Highlight your proactive approach to problem-solving, specifically how you tackle challenges in fast-paced settings. Use an example where your solution led to tangible improvements or efficiencies.

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How do you stay updated with industry trends in finance and technology?

Discuss the resources you utilize to remain informed about industry trends, such as attending workshops, conferences, or subscribing to relevant publications. Stress the importance of continuing education in your development as a Portfolio Analyst.

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What role does data visualization play in your analyses as a Portfolio Analyst?

Explain how you use data visualization tools to communicate findings effectively. Describe the impact visual presentations have on stakeholder decision-making processes and how you ensure the data is presented clearly.

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Can you provide an example of how you improved a process in your previous role?

Share a specific instance where you identified an inefficiency in a process, the steps you took to improve it, and the results of your actions. This demonstrates your ability to create positive change in your work environment.

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How do you ensure compliance with financial regulations in your analyses?

Discuss your understanding of financial regulations relevant to the Portfolio Analyst role and how you incorporate compliance checks into your work. Give examples of audit processes or cross-references you maintain.

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What motivates you to work as a Portfolio Analyst?

Articulate your passion for finance and analytics and describe the aspects of the Portfolio Analyst role that excite you. Share any experiences that have solidified your interest in this career path.

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

2970 jobs
MATCH
VIEW MATCH
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 24, 2025

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