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Portfolio Analyst - job 11 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.

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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 excited to offer the role of Portfolio Analyst, located in the vibrant city of New York. If you're a financial professional who thrives in a fast-paced, dynamic environment, this could be your next big break! As a Portfolio Analyst, you'll be at the forefront of managing the operating expenses for our Tech Portfolio Management (TPM) organization. Your analytical prowess will shine as you establish deep partnerships with TBE leadership, finance teams, and tech peers to ensure financial success. You’ll take charge of everyday portfolio operations while utilizing state-of-the-art reporting tools to track important financial indicators. Your knack for detailed analysis will come into play as you leverage both internal systems and industry-standard tools like Oracle, Rally, and Jira. In this position, you'll also champion strategic projects, collaborating with various teams to enhance investment portfolio management. We’re looking for someone who can build solid relationships across technology and finance, focusing on driving results that matter. This role goes beyond numbers; it's about enhancing the customer experience and optimizing processes. Join Team Amex and be part of a community that values your contributions, providing you with opportunities for personal and professional growth. We're not just colleagues; we're a team that strives for excellence, innovation, and integrity in everything we do. Let's lead the way together!

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

A Portfolio Analyst at American Express is responsible for managing the operating expenses within the Tech Portfolio Management (TPM) organization. Your role includes running daily portfolio operations, utilizing reporting tools to monitor financial indicators, preparing detailed analyses of financial data, supporting strategic projects, and fostering collaboration across tech, finance, and product teams.

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What qualifications do I need to become a Portfolio Analyst at American Express?

To qualify as a Portfolio Analyst at American Express, candidates should have a Bachelor's degree in Business Administration, Finance, or Accounting, along with 3+ years of relevant experience. Essential skills include proficiency in Microsoft Word and Excel, experience with Confluence or Jira, and strong analytical skills.

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What skills are essential for a Portfolio Analyst to succeed at American Express?

Successful Portfolio Analysts at American Express demonstrate sharp analytical skills, the ability to lead diverse initiatives, knowledge of process optimization, and strong relationship-building capabilities. Adaptability in a fast-paced environment and a proactive approach to problem-solving are also crucial for success.

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How is the working culture at American Express for Portfolio Analysts?

At American Express, the working culture for Portfolio Analysts is inclusive and collaborative. Team members are encouraged to voice their ideas and leverage innovative technologies to solve complex challenges. The organization prioritizes professional development, offering dedicated time for skill enhancement and growth.

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What professional development opportunities are available for Portfolio Analysts at American Express?

Portfolio Analysts at American Express benefit from extensive career development resources, including training opportunities, access to wellness centers, and support for skills enhancement through dedicated professional development time, helping them stay current in their field.

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Common Interview Questions for Portfolio Analyst
Can you explain how you would track financial KPIs as a Portfolio Analyst?

When tracking financial KPIs as a Portfolio Analyst, it's essential to use reporting tools like Oracle or Jira to establish baseline metrics. You'll want to set clear operational goals and continuously monitor performance against these indicators, making adjustments as necessary to achieve financial targets.

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How do you approach problem-solving in a fast-paced environment?

In a fast-paced environment, I prioritize tasks based on urgency and impact. Utilizing a proactive approach, I assess potential issues and employ creative thinking to develop effective solutions. Building relationships across teams allows for collaborative problem-solving.

Join Rise to see the full answer
Describe a time you influenced a decision without having direct authority.

In a previous role, I conducted an analysis that revealed inefficiencies in a process. I presented this data to key stakeholders, providing a compelling case for change. By focusing on the benefits and fostering collaboration, I successfully influenced the decision to implement my proposed improvements.

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What techniques do you use for effective data analysis?

Effective data analysis requires a structured approach. I typically begin by defining the objectives, collecting relevant data, and utilizing tools like Excel and SQL for processing. Then, I interpret the data to identify trends, providing actionable insights that can guide decision-making.

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How do you ensure clarity when communicating complex financial data?

To ensure clarity when communicating complex financial data, I use visual aids such as charts and graphs, breaking down information into easily digestible segments. Additionally, I tailor my communication style based on the audience's background, ensuring that key points are understood.

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Explain how you would contribute to enhancing the customer experience in your role.

Contributing to enhancing the customer experience involves understanding customer needs through financial performance analysis. By ensuring that our internal processes are optimized and resources allocated effectively, I can help the company deliver better service and value to our customers.

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What is your experience with supporting strategic projects?

In my previous positions, I've supported several strategic initiatives by conducting thorough analyses and providing data-driven recommendations. I collaborated with cross-functional teams to align project goals, ensuring financial resources were optimally utilized to achieve desired outcomes.

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Can you discuss an experience where your analytical skills led to a significant impact?

In one instance, I identified a pattern of overspending across several projects. Through my analysis, I recommended budget reallocations that saved the company a substantial amount and improved resource management across portfolios. The insights led to long-term improvements in financial planning.

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What is your approach to collaborating with technical and finance teams?

My approach to collaboration involves active communication, regular check-ins, and fostering a culture of teamwork. I believe in understanding each team's unique perspectives and aligning goals to build trust, which ultimately leads to more effective collaborations and project outcomes.

Join Rise to see the full answer
How do you stay updated with the latest trends in the FinTech industry?

I stay updated with the latest trends in the FinTech industry by following relevant blogs, participating in webinars, and networking with industry professionals. Additionally, I regularly attend conferences to gain insights into emerging technologies and best practices that can be beneficial for my role.

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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 22, 2025

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