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Senior Associate - Portfolio Management

American Express

Senior Associate - Portfolio Management

American Express

Phoenix, Arizona, United States; New York, New York, United States; Sunrise, Florida, United States

·

On-site

·

Full-time

·

1w ago

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.

Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

You Lead the Way. We’ve Got Your Back.

Join Team Amex and let's lead the way together.

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 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 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 manage an Opex portfolio for Technology.
  • 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 tasks quickly
  • Experience in Fin Tech Industry

Required Skills:

· MS Word
· MS Excel
· Confluence/Jira
· Power

Point Skills:

· AI (Co-Pilot/ChaptGPT)
· Sharp Analytical Skills

Further skills for success include:

Previous experience with Apptio, Clarity/Hub products.
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: $89,250.00 to $150,250.00 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 you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

  • 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
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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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About American Express

American Express

American Express Company or Amex is an American bank holding company and multinational financial services corporation that specializes in payment cards. It is headquartered at 200 Vesey Street, also known as American Express Tower, in the Battery Park City neighborhood of Lower Manhattan.

10,001+

Employees

New York

Headquarters

Reviews

3.3

10 reviews

Work Life Balance

2.8

Compensation

3.2

Culture

2.5

Career

3.0

Management

2.0

45%

Recommend to a Friend

Pros

Good benefits and compensation

Training and professional development provided

Well-structured company with high-level professionals

Cons

Micromanagement and lack of trust from leadership

Fast-paced, high-stress work environment

Poor work-life balance with extended hours expectations

Salary Ranges

0 data points

L2

L3

L4

L5

L6

L2 · ヒューマンリソーシズ L2

0 reports

$168,350

total / year

Base

$67,340

Stock

$84,175

Bonus

$16,835

$117,845

$218,855

Interview Experience

10 interviews

Difficulty

3.0

/ 5

Duration

21-35 weeks

Offer Rate

10%

Interview Process

1

Application Review

2

HireVue Pre-Screening

3

Technical Phone Screen

4

Behavioral Interview

5

Final Round Interview

6

Offer

Common Questions

Coding/Algorithm

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit