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Portfolio Analyst - job 17 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, the Portfolio Analyst role is an exciting opportunity in vibrant New York City, where you can take charge of managing the operating expense base for our Tech Portfolio Management (TPM) organization. We value collaboration, and as a Portfolio Analyst, you’ll partner with the TBE leadership team and Finance, ensuring the financial success of TPM through careful management of monthly operating expenses. This position is all about making a tangible impact; you’ll run day-to-day portfolio operations, monitor key financial metrics using tools like Oracle and Jira, and prepare in-depth analyses of financial data across multiple teams. Your ability to build strong working relationships with Technology, Finance, and Product teams will enhance collaboration and drive results. Embrace a culture where your voice matters and your contributions are recognized. If you’re looking to design, code, and ship software that resonates with our customers’ digital lives, Team Amex is where you need to be! You’ll also have the chance to work with third-party vendors and engage with strategic projects that optimize our investment portfolios. With a strong focus on customer experience, you'll help improve processes and lead initiatives that matter. So, if you have a background in Business Administration, Finance, or Accounting, and a passion for analytics, we want you to join us! Let’s lead the way together and create a career journey that’s meaningful for you.

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

As a Portfolio Analyst at American Express, your primary responsibilities include managing the operating expense base for the Tech Portfolio Management organization, monitoring financial metrics, and running day-to-day portfolio operations. You will work closely with the leadership team, Finance, and various delivery teams to enhance collaboration, support project delivery, and optimize processes to improve customer experiences.

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What qualifications are required for a Portfolio Analyst position at American Express?

To qualify for the Portfolio Analyst position at American Express, candidates should have a Bachelor's degree in Business Administration, Finance, or Accounting, along with a minimum of 3 years of related experience. Proficiency in tools such as MS Word, Excel, Confluence, and Jira is also essential. Strong analytical skills, creative problem-solving abilities, and experience in the FinTech industry are highly valued.

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How does American Express support professional development for Portfolio Analysts?

American Express prioritizes professional development for Portfolio Analysts by offering dedicated time for skill enhancement, career development opportunities, and access to training programs. This commitment ensures that you stay current with industry trends and technologies, allowing you to excel in your role and contribute effectively to the team.

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

The expected salary range for the Portfolio Analyst role at American Express is between $70,000 and $135,000 annually, depending on factors such as location, experience, and job-related qualifications. In addition to the base salary, the role offers bonus incentives and a range of benefits that support holistic well-being.

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What is the company culture like for Portfolio Analysts at American Express?

American Express fosters a supportive and inclusive culture for Portfolio Analysts, promoting teamwork, creativity, and open communication. You'll be encouraged to share ideas and solutions in an environment where everyone feels valued and heard. The company’s focus on integrity and collaboration empowers colleagues to thrive both personally and professionally.

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Common Interview Questions for Portfolio Analyst
Can you describe your experience with financial analysis as a Portfolio Analyst?

When answering this question, highlight your specific experience with analyzing financial data, using industry-standard tools, and presenting your findings. Emphasize your role in past positions where your analytical insights contributed to improved decision-making or optimized financial outcomes.

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How do you manage multiple tasks and prioritize effectively as a Portfolio Analyst?

Discuss your strategies for time management and task prioritization. You might mention tools you utilize, techniques like the Eisenhower Matrix, or your ability to remain flexible and adapt to changing priorities, ensuring that you meet deadlines and keep projects on track.

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What tools and software are you proficient in that would be applicable to the Portfolio Analyst role?

Mention your familiarity with tools such as MS Excel, Oracle, Jira, and any other relevant financial or project management software. Provide examples of how you've successfully utilized these tools in past roles to achieve financial reporting and analysis.

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Can you provide an example of how you have improved a business process in your previous roles?

Share a specific example where you've identified a process inefficiency, analyzed the situation, and implemented a solution that resulted in measurable improvements. Be sure to describe the steps you took and the positive impact on the team or organization.

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How do you approach collaboration with cross-functional teams?

Explain your approach to building relationships with peers in different departments. Highlight your communication skills, willingness to listen, and examples of successful collaborations where diverse perspectives resulted in innovative solutions.

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What challenges have you faced as a Portfolio Analyst, and how did you overcome them?

Discuss a particular challenge you've encountered in your previous roles, outlining the context, the steps you took to address the issue, and the ultimate outcome. This demonstrates your problem-solving abilities and resilience in a dynamic work environment.

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Why are you interested in working as a Portfolio Analyst at American Express?

Share your reasons for wanting to join American Express, and align your interests with the company’s values and mission. Discuss how the role fits into your career aspirations and how you can contribute to the team’s success.

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Describe a time when you had to meet tight deadlines while ensuring quality in your work.

Provide a specific example of a time when you managed tight timelines for a project, explaining how you prioritized tasks, maintained attention to detail, and ensured the final output met your quality standards without compromising deadlines.

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How do you stay up-to-date with industry trends related to financial analysis?

Discuss your strategies for keeping current with industry developments, such as following relevant publications, participating in professional organizations, attending conferences, or collaborating with industry peers to share insights and best practices.

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What qualities do you think are essential for success in the Portfolio Analyst role at American Express?

Identify key qualities that are important for a Portfolio Analyst, such as analytical thinking, interpersonal skills, attention to detail, and adaptability. Relate these traits back to how they would enable you to excel in the role and drive results for the Tech Portfolio Management organization.

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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
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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 19, 2025

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