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Portfolio Analyst

Portfolio Analyst

locationPhoenix, AZ, USA
PublishedPublished: 11/5/2024
Full Time

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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.

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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.

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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