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Portfolio Analyst - job 12 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

As a Portfolio Analyst at American Express in New York, New York, you'll play a pivotal role in managing the financial health of our Tech Portfolio Management (TPM) organization. Imagine working alongside a vibrant team that’s committed to making a meaningful impact on our customers' experience every day. In this dynamic role, you'll be immersed in the day-to-day operations of portfolio management, utilizing top-tier reporting tools to track financial and portfolio KPIs. Your analytical prowess will shine as you prepare comprehensive analyses of financial data, working with an array of tools including Oracle, Rally, and Jira. You'll collaborate directly with the TBE leadership team and various departments including Technology, Finance, and Product teams to streamline processes and enhance customer experiences. At American Express, we believe in nurturing your growth and enriching your career journey, providing you with the professional benefits and flexible arrangements you need to thrive. Your ability to manage relationships, influence stakeholders, and solve complex problems will be integral to your success and scope of projects you’ll support. Enjoy competitive compensation, ongoing professional development, and a workplace culture where your contributions are valued. Join Team Amex, where you can unleash your potential, push the boundaries of technology, and truly be a change-maker in the financial services industry.

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

The Portfolio Analyst at American Express manages the financial success of the Tech Portfolio Management organization by overseeing the operating expense base. This involves running day-to-day operations, utilizing reporting tools to track KPIs, and preparing detailed analyses of financial data across numerous teams. You will also support strategic projects and foster strong relationships with stakeholders across technology, finance, and product teams.

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What qualifications are needed for the Portfolio Analyst role at American Express?

To qualify for the Portfolio Analyst position at American Express, candidates should hold a Bachelor’s degree in Business Administration, Finance, or Accounting. Additionally, a minimum of 3 years of relevant experience in financial analysis or portfolio management is required. Experience in the FinTech industry can be particularly beneficial.

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

Successful Portfolio Analysts at American Express should possess sharp analytical skills along with proficiency in MS Word, Excel, Confluence, and Jira. Moreover, critical thinking, problem-solving abilities, and effective communication skills are necessary to build relationships and foster collaboration within and across teams.

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What can I expect from the work environment as a Portfolio Analyst at American Express?

The work environment for a Portfolio Analyst at American Express is inclusive, innovative, and collaborative. Team members enjoy a supportive atmosphere where diverse ideas are welcomed and valued. The company fosters professional development and encourages employees to embrace the latest technologies to drive impactful solutions.

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What are the growth opportunities for Portfolio Analysts at American Express?

As a Portfolio Analyst at American Express, you will have ample growth opportunities that include access to training programs, career development initiatives, and exposure to cross-functional projects. The company is committed to nurturing talent, enabling you to build a fulfilling career while enhancing your skills in the financial services industry.

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Common Interview Questions for Portfolio Analyst
Can you explain your experience with financial analysis and reporting tools?

Certainly! When answering this question, emphasize your familiarity with tools like Oracle, Jira, or Rally. Share specific examples of projects where you used these tools to analyze data, track performance metrics, or optimize financial operations.

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How do you prioritize tasks in a fast-paced and ambiguous environment?

I prioritize tasks based on deadlines and overall impact on the project. I find that having a clear understanding of urgent tasks and their relation to strategic objectives helps me focus efficiently. Additionally, I maintain open communication with my team to adjust priorities as necessary.

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Describe a time when you had to collaborate with multiple departments. How did you ensure effective communication?

In my previous role, I worked on a cross-departmental initiative where clear communication was crucial. I set up regular meetings, utilized collaborative tools, and ensured all stakeholders had access to shared resources. I believe that transparency and frequent updates foster collaboration and prevent miscommunication.

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What strategies do you use for problem solving?

I typically start with a thorough analysis of the issue by gathering relevant data and perspectives from my team. Then, I brainstorm multiple possible solutions, weighing their pros and cons. It’s important to be open-minded and innovative while also considering the feasibility of each option.

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How do you keep yourself updated with industry trends and financial regulations?

I regularly read industry reports, subscribe to financial newsletters, and attend webinars. Engaging with professional networks and communities also helps me stay informed. This ongoing education process is vital for any financial professional to maintain compliance and drive success.

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What is your approach to financial forecasting and budgeting?

I advocate for a data-driven approach to forecasting and budgeting. By analyzing historical data, market trends, and adjusting for potential variables, I create comprehensive forecasts. Consistent monitoring and revising budgets based on actual performance metrics are also key to effective financial management.

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How do you handle tight deadlines and high-stakes projects?

I manage stress during tight deadlines by maintaining an organized schedule and breaking projects down into manageable tasks. Prioritizing important tasks keeps me focused, and I communicate openly with my team if we have to adjust timelines or resources to meet our goals.

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Explain how you build relationships with stakeholders.

Building relationships begins with establishing trust through reliability and transparency. I look for opportunities to engage with stakeholders through regular updates and by being responsive to their needs. I also make an effort to understand their perspectives and how our work aligns with their goals.

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Can you provide an example of a project where you utilized analytics to drive decision-making?

In a former role, I led a project where analytics played a central role in evaluating operational efficiency. By utilizing specific KPIs, we identified bottlenecks and implemented solutions that improved performance metrics significantly, showcasing the impact of analytical insights on strategic decisions.

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What do you think is the most important quality for a Portfolio Analyst?

I believe that adaptability is the most crucial quality for a Portfolio Analyst. The financial landscape is ever-changing, requiring professionals to pivot quickly, embrace new tools or methodologies, and develop innovative solutions to address new challenges without losing sight of the broader goals.

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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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