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Portfolio Analyst - job 22 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

Join the dynamic team at American Express as a Portfolio Analyst based in New York, New York! In this exciting role, you’ll be at the heart of the Tech Portfolio Management (TPM) organization, where your skills will directly contribute to our financial success. You'll leverage your experience in financial analysis to manage operating expenses while collaborating with an array of colleagues across Technology, Finance, and Product teams. American Express prides itself on its commitment to employee growth, so you will get the chance to work with industry-standard tools like Oracle, Rally, and Jira while you're monitoring key financial metrics. Imagine preparing in-depth financial data analyses that will drive strategic decisions and improve our investment management! Your role will also involve building strong relationships with the TBE leadership and managing resources effectively with 3rd party vendors. Plus, our supportive culture ensures that you’re seen, heard, and celebrated for your contributions. With over three years of experience and a bachelor’s degree in Business Administration, Finance, or Accounting, you’ll thrive in our fast-paced environment. You’ll also have the flexibility to create a work-life balance that suits your personal and professional needs. With the backing of Team Amex, you can elevate your career while making a meaningful impact on our business—and we can’t wait to see you lead the way with us!

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, you'll be responsible for managing all aspects of operating expenses within the Tech Portfolio Management organization. This includes daily portfolio operations, utilizing reporting tools to monitor financial performance, preparing detailed financial analyses across teams, and supporting strategic projects aimed at optimizing investment portfolios. Additionally, you'll work closely with stakeholders to enhance collaboration and drive tangible results.

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What qualifications do I need to apply for the Portfolio Analyst position at American Express?

To apply for the Portfolio Analyst position at American Express, candidates should hold a bachelor’s degree in Business Administration, Finance, or Accounting and possess a minimum of three years of related experience. Key qualifications also include proficiency in MS Office Suite (especially MS Excel), familiarity with project management tools like Confluence and Jira, and strong analytical skills to excel in this role.

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

American Express is dedicated to the professional development of its Portfolio Analysts. The company offers dedicated time to invest in skill enhancement and provides access to various training opportunities, including mentorship programs and workshops. This commitment ensures that you stay up-to-date with the latest industry best practices and technologies, fostering your career growth in the financial sector.

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What tools does a Portfolio Analyst use at American Express?

In the Portfolio Analyst role at American Express, you will utilize several industry-standard tools to perform your duties effectively. Key tools include Oracle for financial data management, Rally and Jira for project tracking, and various reporting applications for monitoring and analyzing financial performance. These tools help you ensure the financial success of the Tech Portfolio Management organization.

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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 inclusive and collaborative. You'll be part of a diverse team that values open communication and shared decision-making. The company encourages innovation and creativity, allowing you to contribute ideas and to engage in various initiatives that aim to enhance customer experiences and optimize processes. Flexible working arrangements, including hybrid models, further support a positive work-life balance.

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Common Interview Questions for Portfolio Analyst
Can you describe your experience with financial analysis tools related to portfolio management?

In your response, highlight your familiarity with tools like Oracle, Rally, and Jira. Provide specific examples of how you've used these tools to support financial decision-making, track KPIs, or manage operating expenses effectively in previous roles.

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

Discuss your approach to time management and how you utilize tools or frameworks to prioritize tasks. Share specific techniques you have applied to handle multiple deadlines or competing responsibilities while ensuring quality and efficiency in your work.

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Can you provide an example of a successful project you managed and the impact it had?

Share a project where you took the lead or played a significant role. Discuss the objectives, your specific contributions, the tools you used for management, and the positive outcomes achieved—be it in cost savings, improved efficiency, or enhanced stakeholder relationships.

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How do you ensure accuracy and integrity in financial reporting?

Explain the steps you take to verify data accuracy, such as double-checking figures, using reliable data sources, and employing audits or reconciliations. Mention your attention to detail and any practices you follow to maintain integrity in financial reporting.

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How do you handle disagreements with stakeholders regarding financial decisions?

Discuss your approach to open communication and conflict resolution. Share an experience where you facilitated dialogue, presented data to back your position, and worked toward a mutually agreeable solution while maintaining positive relationships.

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What strategies do you implement for effective collaboration with cross-functional teams?

Talk about the importance of clear communication, regular updates, and setting shared goals. Provide examples of how you've facilitated collaboration between finance, technology, and product teams, and the tools you use to enhance team interactions.

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How do you stay informed about industry trends and changes affecting portfolio management?

Mention techniques such as subscribing to industry publications, attending relevant seminars, and participating in professional networks. Highlight your proactive approach to integrating new insights or trends into your work as a Portfolio Analyst.

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Describe a time when you had to adapt your strategy unexpectedly. How did you handle it?

Share a specific instance where circumstances required you to pivot or change course—discuss your critical thinking skills, adaptability, and how you communicated the new strategy to your team and stakeholders.

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What role does data visualization play in your financial analysis work?

Explain how you leverage data visualization tools to present complex financial information in an accessible way. Provide examples of how visual aids have facilitated better understanding or decision-making among stakeholders in your previous roles.

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What qualities do you believe are most important for a successful Portfolio Analyst?

Discuss qualities such as analytical thinking, attention to detail, communication skills, and adaptability. Support your answer by providing examples of how these traits have been beneficial in your roles and how they apply to the Portfolio Analyst position at American Express.

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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 16, 2025

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