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Portfolio Analyst - job 18 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

Join American Express as a Portfolio Analyst in the bustling city of New York, where your analytical skills can shine in a dynamic tech environment! This role offers a fantastic opportunity for driven financial professionals eager to make an impact while collaborating with diverse teams. As a Portfolio Analyst, you will manage the financials of the Tech Portfolio Management organization, ensuring effective oversight of monthly operating expenses. By partnering with the TBE leadership team and various stakeholders, you will track key performance indicators and provide valuable insights through detailed financial analysis. Imagine running daily operations for exciting projects, utilizing advanced reporting tools like Oracle and Jira. At American Express, you will not only be recognized for your contributions but will also benefit from a supportive team culture that prioritizes personal and professional growth. Here, you’ll have the freedom to choose your tools to solve challenges creatively while participating in strategic projects that enhance our investment management. Join Team Amex and be part of a company that values integrity, innovation, and collaboration, all while enjoying comprehensive benefits that cater to your holistic well-being. With a flexible working model, competitive salaries, and numerous opportunities for development, your career journey is bound to be unique and rewarding. Embrace this chance to lead the way in a role that embodies teamwork and impactful decision-making!

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 key responsibilities will include managing the operating expenses for the Tech Portfolio Management organization, establishing partnerships with TBE leadership, Finance, and Product teams, and monitoring financial KPIs. You will also conduct detailed financial analyses, facilitate operations for delivery teams, and ensure that investment portfolios are managed effectively.

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

To qualify for the Portfolio Analyst position at American Express, you should possess a Bachelor's degree in Business Administration, Finance, or Accounting, along with at least 3 years of relevant experience. Proficiency in industry-standard tools like MS Excel, Jira, and Oracle is essential, and strong analytical and problem-solving skills are highly valued.

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How does American Express support career development for Portfolio Analysts?

American Express is committed to your growth as a Portfolio Analyst by providing dedicated time for professional development, access to training opportunities, and support for engaging in the broader engineering community. They prioritize continuous learning to ensure your skills remain relevant in the fast-paced fintech industry.

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What is the work culture like for a Portfolio Analyst at American Express?

The work culture for Portfolio Analysts at American Express is inclusive, collaborative, and supportive. You will thrive in an environment that values your input and encourages teamwork. With a focus on diversity, team members work together to achieve common goals while feeling valued and respected.

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What benefits does American Express offer to Portfolio Analysts?

American Express offers a wide range of benefits to Portfolio Analysts, including competitive salaries with bonus incentives, comprehensive health insurance, retirement savings contributions, flexible working models, and access to wellness programs. They also provide paid parental leave and resources for financial coaching, ensuring a well-rounded support system for your overall well-being.

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Common Interview Questions for Portfolio Analyst
Can you share your experience with financial analysis and reporting tools?

When answering this question, provide specific examples of your experience with financial analysis, highlighting any tools like Excel, Oracle, or Jira that you've used. Describing a project where your analytical skills made a significant impact can illustrate your capabilities effectively.

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How do you prioritize tasks when managing multiple projects?

To answer this, explain your approach to task prioritization, such as using frameworks like the Eisenhower Matrix or prioritizing based on deadlines and project impact. Providing a real-life example of a time you successfully managed competing priorities can strengthen your response.

Join Rise to see the full answer
What steps do you take to build relationships with cross-functional teams?

Detail your strategies for building relationships, such as regular communication, collaboration on projects, and actively seeking feedback. Mention how fostering these connections led to successful outcomes in previous roles.

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Describe a challenging problem you faced and how you solved it.

Share a specific instance where you encountered a significant challenge. Explain the steps you took to analyze the situation, the solutions you considered, and the eventual outcome. Highlight your critical thinking and problem-solving skills throughout.

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How do you ensure accuracy in your financial reports?

Demonstrate your attention to detail by discussing your methods for ensuring accuracy, such as double-checking data, using software tools to validate information, and adhering to best practices in financial reporting.

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What is your understanding of key performance indicators (KPIs) relevant to this role?

Explain what KPIs you believe are relevant for a Portfolio Analyst, such as operating expenses, project delivery timelines, or return on investment metrics. Provide context for why these KPIs matter and how you would track and report on them effectively.

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How do you stay updated on industry trends and changes?

Share your methods for staying informed, such as subscribing to industry publications, participating in webinars, or engaging with professional networks. Highlight how this knowledge has informed your previous work.

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Can you describe a time you led a change management initiative?

Describe a specific change management project you led, outlining the steps taken to implement the change and the outcomes achieved. Discuss the challenges faced and how you addressed team concerns effectively.

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What motivates you in your work as a Portfolio Analyst?

Discuss your passion for financial analysis, problem-solving, or collaboration. Share how these motivations have driven your success and how they align with American Express’ values and missions.

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

Articulate your enthusiasm for joining American Express, pointing out specific values or initiatives of the company that resonate with you. Connect your career goals and aspirations with the opportunities available at American Express, showcasing your desire to contribute positively to the team.

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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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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
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Full-time, hybrid
DATE POSTED
April 18, 2025

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