Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Portfolio Analyst image - Rise Careers
Job details

Portfolio Analyst - job 20 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.

American Express Glassdoor Company Review
4.2 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
American Express DE&I Review
4.4 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
CEO of American Express
American Express CEO photo
Stephen J Squeri
Approve of CEO

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

Are you ready to take your career to the next level? Join American Express as a Portfolio Analyst in the vibrant city of New York! This isn't just another job; this is an opportunity to be at the forefront of financial management within our Tech Portfolio Management (TPM) organization. At American Express, we pride ourselves on fostering a global and diverse community that supports both personal and professional growth. As a Portfolio Analyst, you’ll play a pivotal role in managing the operations and financial success of our TPM by collaborating closely with our talented leadership team and your peers. You’ll dive deep into analyzing financial data across various teams, utilizing tools like Oracle and Jira to track key performance indicators. Your analytical prowess will help build strong partnerships with our Technology and Finance teams, ensuring that our investment portfolios are managed effectively. If you have a bachelor’s in Business Administration, Finance, or Accounting and at least 3 years of relevant experience, we want you to thrive in our fast-paced, innovative environment. You'll enjoy competitive salaries, extensive benefits, and an inclusive workplace culture where your ideas and voice matter. So, if you’re proactive, enthusiastic, and passionate about driving results, apply to join Team Amex and help lead the way in creating exceptional customer experiences!

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 will include managing day-to-day portfolio operations, utilizing reporting tools to monitor and track against financial KPIs, and preparing detailed analyses of financial data using industry-standard tools. You'll also work closely with the TBE leadership team and facilitate collaboration across Technology, Finance, and Product teams to enhance processes and drive results.

Join Rise to see the full answer
What qualifications are required for the Portfolio Analyst position at American Express?

The Portfolio Analyst role at American Express requires a bachelor's degree in Business Administration, Finance, or Accounting, along with a minimum of 3 years of related experience. Additionally, candidates should possess sharp analytical skills, proficiency in tools like MS Excel, Confluence, and Jira, and a solid understanding of financial management within the FinTech industry.

Join Rise to see the full answer
How does American Express support the professional development of Portfolio Analysts?

At American Express, we prioritize the professional growth of our employees, including Portfolio Analysts. You’ll get dedicated time to invest in your skills, access to training opportunities, and the chance to work with the latest technologies. Our culture encourages innovation and supports participation in the broader engineering community through open-source projects.

Join Rise to see the full answer
What is the salary range for a Portfolio Analyst at American Express?

The salary range for the Portfolio Analyst position at American Express is $70,000 to $135,000 annually, alongside bonus opportunities and a comprehensive benefits package. Salary considerations include your location, experience, and job-related factors, making it competitive within the industry.

Join Rise to see the full answer
What benefits can Portfolio Analysts expect at American Express?

American Express offers a wide range of benefits to Portfolio Analysts, including competitive salary packages, bonus incentives, a robust retirement savings plan with company matching, medical, dental, and vision insurance, generous paid parental leave, and access to wellness programs. The company is committed to supporting the holistic well-being of its employees.

Join Rise to see the full answer
Common Interview Questions for Portfolio Analyst
What strategies do you use to manage operating expenses as a Portfolio Analyst?

When managing operating expenses, it's crucial to establish clear KPIs and utilize financial tracking tools. I often advocate for regular collaboration with finance and operations teams to monitor expenses continuously, address discrepancies promptly, and adjust strategies based on real-time data.

Join Rise to see the full answer
How do you ensure effective communication with the TBE leadership team?

Effective communication involves regular updates, utilizing collaborative platforms for transparency, and setting up scheduled meetings for discussing progress and challenges. I also believe in actively seeking feedback and fostering a culture of open dialogue to ensure alignment on goals.

Join Rise to see the full answer
Can you describe your experience with financial analysis tools?

I have extensive experience with financial analysis tools such as Oracle and Jira. I leverage these platforms to gather and analyze financial data, tracking portfolio performance against KPIs effectively. Being proficient in these tools has enabled me to provide in-depth insights that inform strategic decisions.

Join Rise to see the full answer
What approach do you take to problem-solving in portfolio management?

I adopt a proactive approach by first identifying the root causes of issues and outlining potential solutions. Collaborating with cross-functional teams plays a key role, as it allows for shared input and diverse perspectives. My goal is to present actionable options that benefit overall portfolio health.

Join Rise to see the full answer
How do you prioritize tasks when managing multiple portfolios?

Prioritization hinges on understanding the urgency and impact of each task. I typically employ project management tools to create a clear view of deadlines and critical milestones. Effective communication with stakeholders also helps in aligning priorities based on business needs.

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

Collaboration is fundamental in the role of a Portfolio Analyst. By building strong relationships with cross-functional teams, I can facilitate better decision-making processes, address challenges efficiently, and foster a culture where all stakeholders feel invested in the portfolio's success.

Join Rise to see the full answer
How do you stay updated on industry trends affecting Portfolio Management?

I regularly engage in professional development through webinars, industry publications, and networking with peers. Staying connected with industry trends allows me to anticipate shifts that may impact portfolio performance and strategize accordingly.

Join Rise to see the full answer
Can you explain your experience with change management in your previous roles?

Change management is integral, especially in dynamic environments. In my previous roles, I championed initiatives that required adaptation, always emphasizing clear communication and support for team members throughout the transitions. This approach ensured smoother implementation and greater acceptance.

Join Rise to see the full answer
What is your understanding of key performance indicators (KPIs) in portfolio analysis?

KPIs are metrics that help evaluate the success of a portfolio's performance. Understanding KPIs involves not just metrics related to financial performance, but also customer satisfaction and operational efficiency, as they provide a holistic view of how the portfolios meet strategic goals.

Join Rise to see the full answer
Why do you want to work as a Portfolio Analyst at American Express?

I am drawn to the role of Portfolio Analyst at American Express because of the company’s commitment to innovation, diversity, and employee development. The chance to be part of a renowned organization dedicated to delivering exceptional customer experiences aligns perfectly with my career aspirations and values.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 12 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Compliance Assistant, where you'll contribute to maintaining regulatory adherence and safeguarding our customers through meticulous sanctions and risk assessments.

Photo of the Rise User
American Express Remote New York, New York, United States
Posted 12 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Become a key player at American Express as a Senior Analyst, utilizing data analytics to enhance customer experiences and drive business growth.

Photo of the Rise User

Seeking a Special Projects Manager at the NYC Health Department to oversee financial administration and improve public health program performance through effective project management.

Photo of the Rise User
Qantas Group Hybrid Sydney, New South Wales, Australia
Posted 4 days ago

Qantas is seeking a Finance Business Partner Lead to enhance financial strategies within the Insurance sector of our Loyalty business.

Photo of the Rise User
NBCUniversal Hybrid 100 Universal City Plaza, Universal City, CALIFORNIA
Posted 13 days ago

Join NBCUniversal as a Manager of Production Finance FP&A and play a pivotal role in financial planning for television productions.

Photo of the Rise User
Posted 2 hours ago

Seeking a skilled Business Controller to enhance financial processes and support growth within DP World's innovative supply chain solutions.

Photo of the Rise User
Posted 14 days ago
Inclusive & Diverse
Empathetic
Feedback Forward
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
Dental Insurance
Flexible Spending Account (FSA)
Vision Insurance
Disability Insurance
Family Medical Leave
Paid Holidays
Medical Insurance
Learning & Development
Employee Resource Groups

Join FloQast as a Senior Financial Analyst to enhance financial decision-making and support the Sales and Marketing teams with robust analysis.

Photo of the Rise User

As a Global Finance & Strategy Analyst at Suterra, you will drive strategic financial initiatives in a globally recognized sustainable agriculture company.

Photo of the Rise User
Posted 2 days ago

As a Financial Planning & Analysis Lead at QBE, you'll play a key role in steering financial strategies and budgetary decisions within a dynamic team.

cw Hybrid Atlanta, Georgia, USA
Posted 2 days ago

Explore a dynamic internship opportunity at Cushman & Wakefield as a Financial Analyst Intern, where you'll contribute to multifamily investment analysis.

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

2998 jobs
MATCH
Calculating your matching score...
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 17, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Mount Orab just viewed Backend Developer at G2i Inc.
Photo of the Rise User
Someone from OH, Cincinnati just viewed Executive Assistant, Tax at Netflix
Photo of the Rise User
Someone from OH, Cincinnati just viewed Product Marketing Manager at Cast & Crew
Photo of the Rise User
Someone from OH, Cincinnati just viewed Marketing Manager at Cast & Crew
o
Someone from OH, Cincinnati just viewed Administrative Assistant at osu
A
Someone from OH, Cincinnati just viewed Data Entry Clerk at Alphabe Insight Inc
Photo of the Rise User
Someone from OH, Cincinnati just viewed Machine Learning Engineer at Allstate
Photo of the Rise User
Someone from OH, Twinsburg just viewed Data Analyst/Power BI Developer at Datadog
Photo of the Rise User
Someone from OH, Cuyahoga Falls just viewed Small Fleet Underwriter at HDVI
Photo of the Rise User
Someone from OH, Dublin just viewed Product Designer, Entry Level at Govini
Photo of the Rise User
Someone from OH, Columbus just viewed Support Associate-7 at Tory Burch
Photo of the Rise User
Someone from OH, Columbus just viewed Project Manager at Treering
Photo of the Rise User
Someone from OH, Columbus just viewed Product Manager, Assessment Student Experience at Ellevation