Portfolio Analyst

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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?

The Portfolio Analyst role will be supporting the Global Servicing Group and Corporate Tech portfolio reporting to the Director – Portfolio Management, and work with senior Technology leaders to manage the Operating Expense plan with a strategic focus on expense optimization. The successful candidate will have deep Opex analytics and financial management experience, relentless attention to detail, and the ability to build and leverage positive relationships with the team and partners.

Our ideal candidate is highly organized with effective communication and a bias towards action.  You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.

Responsibilities:

• Partner with the Portfolio Director to help define, plan, and build the technology Opex portfolio for Global Servicing Group and Corporate Tech group.
• Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk identification.
• Take ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.
• Build strong partnerships with technology, finance, and business stakeholders to maintain and deliver against technology roadmaps.
• Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.
• Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.
• Support development of change management initiatives, implementation strategy, and enabling tools/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.