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Portfolio Analyst - job 13 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

Are you ready to make an impact? Join American Express as a Portfolio Analyst in the vibrant city of New York! In this exciting role, you'll dive deep into the financial workings of the Tech Portfolio Management (TPM) organization, managing key aspects of our operating expense base. Here at American Express, we're not just about numbers; we’re about fostering partnerships within our team and with the leadership of TBE, Finance, and colleagues across tech. Your analytical skills will be vital as you monitor portfolios, utilize reporting tools, and prepare comprehensive financial analyses using industry-standard tools like Oracle, Rally, and Jira. You'll also support strategic projects that enhance our investment management and facilitate collaboration between Technology, Finance, and Product teams. Plus, you will play a pivotal role in driving outcomes by working with 3rd party vendors and participating in project delivery that focuses on optimizing customer experience. With a fun and inclusive environment, you'll enjoy professional growth opportunities and have the ability to actively shape your career. American Express values your individuality and commitment to teamwork; that's why we provide dedicated time for personal development and the latest technologies to back your creative problem-solving. If you're a self-motivated finance aficionado looking to join a company that believes in supporting you personally and professionally, we’d love for you to learn more about the Portfolio Analyst role at American Express and how you can contribute to the team!

Frequently Asked Questions (FAQs) for Portfolio Analyst Role at American Express
What responsibilities does a Portfolio Analyst at American Express have?

As a Portfolio Analyst at American Express, your responsibilities encompass managing the operating expense base for the Tech Portfolio Management organization. You'll collaborate with TBE leadership and Finance, ensuring financial health through strategic analysis and portfolio KPIs. You'll also run day-to-day portfolio operations, prepare detailed financial reports, support key strategic projects, and foster relationships across various teams to enhance collaboration.

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

To qualify for the Portfolio Analyst role at American Express, candidates should possess a Bachelor’s degree in Business Administration, Finance, or Accounting. Additionally, a minimum of 3 years of relevant experience is required, especially in the FinTech industry. Familiarity with tools like MS Office, Confluence, Jira, and strong analytical skills will be crucial for success in this role.

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

A successful Portfolio Analyst at American Express should demonstrate exceptional analytical and problem-solving skills, as well as the ability to manage multiple tasks efficiently. Strong communication is key, as building relationships across teams will be a vital part of the role. Proficiency with reporting tools, along with a proactive approach to challenges, will also enhance your effectiveness in this position.

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

American Express is committed to the professional development of Portfolio Analysts by providing dedicated time for skill enhancement, opportunities to work with cutting-edge technologies, and a supportive environment that encourages continuous learning. They also have various career development and training programs aimed at helping employees grow in their careers.

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

The work environment for a Portfolio Analyst at American Express is dynamic and inclusive, fostering collaboration among talented teams. With flexibility in work arrangements, team members can thrive in a supportive culture that values their input and encourages innovative solutions to complex problems.

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

In response to this question, showcase your familiarity with financial analysis tools such as Oracle and Jira. Discuss specific projects where you utilized these tools to enhance your analytical outcomes and how you presented findings to relevant stakeholders.

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How do you prioritize tasks when managing multiple portfolios?

To effectively address this question, explain your approach to prioritization using a systematic method. Highlight any tools or strategies you use to ensure deadlines are met without sacrificing quality and discuss how you adapt to changing priorities.

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What strategies have you employed to build strong relationships with cross-functional teams?

Share your experiences of successful collaborations with cross-functional teams. Discuss specific initiatives or projects where you actively contributed to building rapport and how this positively impacted outcomes.

Join Rise to see the full answer
Describe a time you improved a financial reporting process.

Provide a detailed example of the financial reporting process you improved, explaining the challenges faced, your approach to implementing changes, and the quantifiable results that demonstrated the success of your efforts.

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How do you handle tight deadlines in a fast-paced environment?

Discuss your methods for managing pressure and maintaining productivity. Explain how you organize tasks, leverage team support when necessary, and utilize time management techniques to effectively navigate tight deadlines.

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What metrics do you consider most important when evaluating portfolio performance?

Talk about key performance indicators (KPIs) relevant to portfolio analysis, such as return on investment (ROI), expenses against budget, and any other metrics you find critical. Offering insights into how you derive actionable conclusions from these metrics will demonstrate your analytical prowess.

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How do you ensure accuracy in your financial analyses?

Outline your process for ensuring accuracy, including steps like double-checking data input, cross-referencing with source documents, and utilizing automated tools whenever applicable. This showcases your commitment to high-quality work as a Portfolio Analyst.

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What role does communication play in your success as a Portfolio Analyst?

Emphasize the importance of clear communication in your role. Discuss how you convey complex financial data to non-financial stakeholders and the impact effective communication has on collaboration and decision-making.

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Can you give an example of a strategic project you supported and its outcome?

Share a concrete example of a strategic project you took part in, detailing your role, the strategies you employed, and the overall impact it had on the organization’s financial goals, showcasing your value as a Portfolio Analyst.

Join Rise to see the full answer
What do you consider when collaborating with third-party vendors?

Address how you assess vendor capabilities and compatibility with organizational goals. Highlight the importance of clear communication, agreed-upon metrics for success, and the steps you take to maintain a productive relationship.

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

2971 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 21, 2025

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