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Portfolio Analyst - job 8 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

Joining American Express as a Portfolio Analyst in New York is a unique opportunity to thrive within a supportive and vibrant tech community. In this role, you'll be right at the heart of the Tech Portfolio Management (TPM) organization, where you will manage all aspects of operating expenses for critical projects. Your daily tasks will have you collaborating with various teams, from TBE leadership to Finance, ensuring financial health and driving project success. With your analytical skills, you'll utilize advanced reporting tools such as Oracle, Rally, and Jira to track financial metrics and performance, fostering a culture of performance that aligns with American Express’s commitment to excellence. You'll also lead strategic projects that help optimize our investment portfolios, building relationships across teams to ensure we all achieve amazing results together. The role requires a Bachelor's degree in Business Administration, Finance, or Accounting, along with at least 3 years of relevant experience—ideal for someone who prides themselves on their efficiency and ability to juggle multiple tasks in a fast-paced environment. You'll find yourself in a collaborative setting where innovative ideas are welcomed, and your contributions will directly impact our journey of backing our customers and communities. Plus, with great benefits and a commitment to your professional growth, American Express is the place where you can build a future that is truly meaningful. Join us, and let’s make a difference together as part of Team Amex!

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 involve managing daily operations for a subset of delivery teams, utilizing reporting tools to monitor and track portfolio performance against financial KPIs, and preparing detailed financial analyses across various teams. You'll collaborate closely with the Technology, Finance, and Product teams to enhance operational efficiency and promote effective solutions, as well as work with 3rd party vendors to meet resourcing needs. These tasks are aimed at ensuring the financial success of the Tech Portfolio Management organization.

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

To be eligible for the Portfolio Analyst role at American Express, you should hold a Bachelor's degree in Business Administration, Finance, or Accounting. Additionally, candidates must have at least 3 years of related experience, allowing for a solid foundation in managing portfolios and financial analysis. Strong proficiency in MS Word, Excel, and tools like Confluence and Jira is essential, along with demonstrated analytical skills and the ability to effectively prioritize tasks in a dynamic environment.

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

Success as a Portfolio Analyst at American Express requires a mix of technical and interpersonal skills. Key skills include sharp analytical abilities to analyze financial data, proficiency in relevant software and tools like Oracle and Jira, and strong communication skills for building collaborations with various teams. Additionally, creativity in problem-solving, a proactive approach, and the ability to navigate a fast-paced and sometimes ambiguous environment will set you apart in this role.

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

American Express is deeply committed to the professional development of Portfolio Analysts. The company allocates dedicated time for employees to invest in their skills and career growth, offering training opportunities to keep your abilities sharp and relevant. Moreover, you’ll be part of a diverse and innovative tech community where collaboration thrives, providing the ideal environment for learning from experienced peers and getting involved in meaningful projects.

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What is the compensation and benefits package for the Portfolio Analyst role at American Express?

The compensation package for the Portfolio Analyst position at American Express ranges from $70,000 to $135,000 annually, supplemented by bonus incentives and a comprehensive benefits plan. This includes a competitive base salary, a 6% company match on retirement savings, medical, dental, vision, life insurance, paid parental leave, and flexible working arrangements. Furthermore, American Express prioritizes the wellness of its employees by providing access to financial coaching, wellness centers, and counseling support, ensuring holistic well-being.

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

When answering this question, detail specific examples from your past work experiences where you've successfully conducted financial analysis. Highlight the tools you used—like Oracle or Jira—and discuss the outcomes of your analyses, emphasizing how your insights contributed to improved decision-making.

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How do you prioritize tasks in a fast-paced environment as a Portfolio Analyst?

Utilize a structured approach to explain how you prioritize tasks. Mention techniques like the Eisenhower Matrix or specific software tools you leverage to ensure deadlines are met. Share a short story or example that illustrates your ability to handle multiple projects effectively.

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What tools and software do you find most useful in a Portfolio Analyst role?

Be prepared to discuss software that you’re proficient in, such as MS Excel, Oracle, Jira, or PowerPoint. Share specific instances where these tools helped you streamline your work or venture into analysis, and relate your experiences to the role at American Express.

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How do you approach problem-solving in a team environment?

Discuss your collaborative approach to problem-solving. Mention how you engage with team members to gather insights, how you facilitate discussions, and how you leverage diverse perspectives to arrive at well-rounded solutions. Share a successful team project as an example.

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Can you describe a time when you improved a financial process?

To tackle this question, recount a specific instance where you identified a process that needed improvement. Detail the steps you took to address it, the methods used to implement change, and the positive impacts it had on the organization, tying it back to skills relevant for the Portfolio Analyst position.

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What strategies do you use to build relationships across teams?

Emphasize the importance of communication and trust in building relationships. Provide examples of how you've actively engaged with stakeholders from different teams, whether through regular check-ins, collaborative projects, or social events, and the positive outcomes that resulted from those connections.

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How do you ensure accuracy in your financial reporting?

Discuss the quality control measures you take when generating financial reports, such as checks and balances, using templates for consistency, and peer reviews. Provide an example of a time when you identified an error before it became an issue and how you corrected it.

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Why do you want to work for American Express as a Portfolio Analyst?

Tailor your answer to reflect your admiration for American Express’s values such as integrity and customer service. Share how the company’s commitment to employee development and community engagement resonates with your professional goals as a Portfolio Analyst and aligns with your career aspirations.

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How do you manage your time when working on multiple financial projects?

Explain how you set deadlines and break projects into manageable steps. Discuss tools or techniques you use for managing your time, like to-do lists, time blocking, or project management apps, and mention specific projects where you successfully managed competing timelines.

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What do you consider to be the most important KPI for a Portfolio Analyst?

Identify a key performance indicator relevant to the role—like operating expense ratios or ROI on projects—and explain why it’s significant. Use this as an opportunity to discuss how you’ve used KPIs in the past to drive financial decisions and improve performance.

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

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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
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Full-time, hybrid
DATE POSTED
April 23, 2025

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