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Portfolio Analyst - job 10 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 American Express as a Portfolio Analyst in the vibrant city of New York! Here, you'll be an integral part of our Tech Portfolio Management (TPM) organization, where we emphasize growth, community, and collaboration. In this role, you'll help manage the operating expenses for our tech projects while fostering strong partnerships with various teams. As a Portfolio Analyst, your day-to-day will involve running operations for multiple delivery teams, utilizing reporting tools to keep an eye on key performance indicators, and conducting insightful financial analyses. You’ll work closely with finance and technology partners to ensure that our projects align with financial goals and customer experience standards. What sets American Express apart is our commitment to your development, so you’ll have dedicated time to enhance your skills while contributing to meaningful initiatives. With your role, you’ll not only navigate financial data through tools like Oracle and Jira but also engage with third-party vendors to address resource needs. If you're looking to thrive in a dynamic environment where your analytical skills can shine, and you are keen to influence results positively, American Express has your back. We are eager to welcome you to the team, offering competitive salaries and comprehensive benefits, all while you contribute to exceptional customer experiences and innovative financial solutions. Come lead the way with us at American Express!

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, you will manage operating expenses, support project delivery, and collaborate with various teams to enhance customer experience. You'll monitor financial performance using tools like Oracle and Jira while also preparing detailed financial analyses to guide investment decisions.

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

To qualify for the Portfolio Analyst position at American Express, you need a Bachelor's degree in Business Administration, Finance, or Accounting, along with at least 3 years of relevant experience. Strong analytical skills and proficiency in tools like MS Excel and PowerPoint are essential for success in this role.

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How can candidates demonstrate analytical skills for the Portfolio Analyst role at American Express?

Candidates can showcase their analytical skills for the Portfolio Analyst role at American Express by providing examples of previous financial analyses they've conducted, discussing methodologies they used, or illustrating how their insights positively impacted project outcomes.

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What tools and technologies do Portfolio Analysts at American Express work with?

Portfolio Analysts at American Express typically work with a variety of tools and technologies, including Oracle for financial management, Confluence/Jira for project tracking, and various reporting tools to monitor KPIs and project performance.

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What is the expected salary range for a Portfolio Analyst at American Express?

The expected salary range for a Portfolio Analyst at American Express is between $70,000 and $135,000 annually, which may include bonuses and benefits. Compensation will be determined based on location, experience, and other job-related factors.

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

When answering this question, emphasize your previous roles where you conducted financial analyses. Provide examples of specific projects, the tools you used (like Oracle or Excel), and how your analyses influenced project decisions or outcomes.

Join Rise to see the full answer
How do you prioritize multiple tasks in a fast-paced environment?

To effectively answer this, illustrate your approach to prioritization, such as creating task lists, using project management tools, or employing techniques like the Eisenhower Matrix to categorize tasks by urgency and importance.

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Describe a time when you had to build relationships with stakeholders. How did you approach it?

Share a specific example where building stakeholder relationships was essential. Discuss your communication strategies, how you understood their needs, and the outcomes that resulted from those relationships positively impacting projects.

Join Rise to see the full answer
What methods do you use to monitor and report on financial performance?

Discuss the tools and methodologies you typically employ, such as regular financial reporting, dashboard creation in tools like Jira, or using metrics and KPIs to assess portfolio performance. Provide an example of how you’ve applied these methods in the past.

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How do you handle changes or unexpected challenges in project delivery?

Describe a situation where you faced unexpected challenges during a project and how you adapted. Highlight your problem-solving skills and flexibility in adjusting plans to ensure successful project outcomes.

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What experience do you have with vendor management?

Elaborate on your experience working with vendors. Discuss how you facilitated communication, managed expectations, and leveraged vendor contributions to fulfill project resource needs effectively.

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

Convey your enthusiasm for American Express’s values, commitment to innovation, and potential for career growth. Connect your past experiences with how they align with the company’s mission and your desire to contribute to its success.

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What is your experience with collaborating across different teams?

Share examples that showcase your collaborative skills, such as previous projects where you coordinated with cross-functional teams. Discuss how you ensured effective communication and alignment on project goals and objectives.

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Can you discuss a successful project where you utilized your analytical skills?

Choose a significant project where your analytical skills were instrumental. Explain the challenges, your analytical approach, and how the insights you provided contributed to the project's success.

Join Rise to see the full answer
How do you ensure you stay updated with financial industry trends?

Talk about your commitment to ongoing professional development. Mention any relevant courses, certifications, or resources, such as financial news publications or industry conferences, that you engage with to stay informed.

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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 22, 2025

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