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Portfolio Analyst - job 19 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

Join American Express as a Portfolio Analyst and step into a dynamic role that enables you to manage financial operations with a focus on our Tech Portfolio Management (TPM) organization. You're not just joining a company; you're becoming part of a community that truly values your impact and contributions. In this exciting position based in New York, you'll partner with leaders across various departments, including Finance and Technology, to ensure the financial success of TPM through effective management of monthly operating expenses. You'll have the opportunity to run daily portfolio operations for various delivery teams and utilize advanced reporting tools to monitor performance against crucial financial KPIs. Your analytical skills will shine as you prepare detailed analyses of financial data, leveraging platforms like Oracle, Rally, and Jira. Not only will you support strategic projects, but you’ll also build strong relationships that foster collaboration and problem-solving. We’re looking for someone with a Bachelor's degree in Business Administration, Finance, or Accounting, and at least three years of related experience. If you're ready to tackle challenges in a fast-paced environment, engage in diverse initiatives, and thrive on collaboration, we want you on Team Amex! With competitive salaries, comprehensive benefits, and a culture that values diversity and inclusion, your career journey will be both meaningful and fulfilling. Together, let's lead the way forward!

Frequently Asked Questions (FAQs) for Portfolio Analyst Role at American Express
What are the primary responsibilities of a Portfolio Analyst at American Express?

As a Portfolio Analyst at American Express, you'll manage daily portfolio operations, monitor financial metrics, and collaborate with cross-functional teams. Your responsibilities include running day-to-day portfolio operations, analyzing financial data from various teams using tools like Oracle and Jira, and supporting strategic projects that enhance portfolio management.

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What skills are required for the Portfolio Analyst role at American Express?

For the Portfolio Analyst position at American Express, you'll need excellent analytical skills, proficiency in reporting tools like MS Excel, Jira, and Confluence, and strong relationship-building capabilities. Additionally, experience in the FinTech industry, a problem-solving mindset, and the ability to thrive under pressure are key to your success.

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

To apply for the Portfolio Analyst role at American Express, you should possess a Bachelor's in Business Administration, Finance, or Accounting and have a minimum of three years of related experience. Proven ability to execute tasks quickly and experience in initiating and managing diverse projects are also essential.

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

At American Express, professional development is a priority for Portfolio Analysts. The company provides dedicated time to invest in skill development, along with access to career training opportunities. It's an environment that encourages you to innovate and grow within your career.

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What is the salary range for Portfolio Analysts at American Express?

The salary range for a Portfolio Analyst at American Express is competitive, ranging from $70,000 to $135,000 annually, along with bonus incentives and comprehensive benefits that prioritize your well-being.

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Common Interview Questions for Portfolio Analyst
What specific financial metrics do you monitor as a Portfolio Analyst?

As a Portfolio Analyst, it's critical to monitor various financial metrics such as operating expenses, KPIs, and budget variances to ensure effective financial management. Be prepared to provide examples of how you've tracked and analyzed such metrics in your past experiences.

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Can you describe your experience with financial analysis tools for portfolio management?

Discuss your familiarity with tools like Oracle, Jira, or similar software. Highlight specific projects where you used these tools to perform financial analyses and the actionable insights you derived from your findings.

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How do you prioritize tasks when managing multiple portfolios?

Explain your time management strategies and how you approach prioritizing tasks. Provide examples where you successfully managed multiple projects simultaneously and ensured that deadlines were met.

Join Rise to see the full answer
What approach do you take to build relationships with key stakeholders?

Discuss the importance of communication and collaboration in building relationships. Provide examples where you actively worked with stakeholders to enhance problem-solving and drive results.

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How would you handle discrepancies in financial reports?

Describe your approach to identifying, investigating, and resolving discrepancies in financial reports. Emphasize your analytical skills and the importance of accuracy in financial management.

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What strategies do you use to support strategic projects?

Highlight your experience in project management and supporting strategic initiatives, elaborating on the strategies you implement to align project goals with financial objectives.

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How do you ensure timely reporting in a fast-paced environment?

In a fast-paced environment, staying organized and communicating effectively is key. Share methods such as prioritized task lists and leveraging collaborative tools to help ensure timely reporting.

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Can you provide an example of how you improved a financial process?

Share a specific instance where you identified an area for improvement in a financial process and the steps you took to enhance efficiency or accuracy, thereby adding value to the organization.

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

Discuss how critical analytical thinking, attention to detail, and proactivity are vital for a Portfolio Analyst, providing insights into how these qualities can drive successful outcomes.

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How do you stay updated on industry trends in financial management?

Discuss methods such as reading relevant publications, participating in professional groups, and attending industry events. Convey your commitment to continuous learning in the financial sector.

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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
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 18, 2025

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