Job Information
American Express Portfolio Analyst-AMEX Ventures in New York, New York
Description
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.
American Express Ventures (“Amex Ventures”) is the corporate venture capital arm of American Express focused on early-stage (primarily Seed – Series B) investments across fintech, commerce, consumer services and enterprise software. With a global mandate, Amex Ventures plays a key role in investing in game-changing startups with strategic relevance to American Express. The team also helps portfolio companies and startups to commercialize partnerships with American Express business units.
Amex Ventures has backed more than 100 category-defining founders in its 10 year history. Notable investments include Biocatch, Blackbird Labs, Firework, Melio, Menlo Security, Plaid, Stripe, Toast and Wonder among others.
The Amex Ventures team is seeking a highly motivated individual to be an integral part of the Ventures Portfolio Management group by supporting portfolio reporting, helping manage transaction related processes and deriving insights from our investment activity.
Job Scope & Responsibilities
In this exciting opportunity, the Portfolio Analyst will work closely with the broader Ventures Team, and various other teams across American Express, to support the monitoring and analysis of Amex’s evolving portfolio companies. The Analyst will play a key role in evaluating portfolio company performance, communicating portfolio changes to senior management and ensuring the completion of portfolio management reporting requirements.
The role is based in New York, NY.
Primary responsibilities:
Responsible for assisting with quarterly portfolio reporting, including preparing updates to CFO and other senior management
Assisting with portfolio review and valuation processes (ex. Impairment, Mark-to-Market)
Analyzing data from the portfolio, market, and industry to help provide insights to senior management
Helping maintain and manage Ventures’ Portfolio database and portfolio management platform
Tracking performance against benchmarks, goal and success metrics
Documenting portfolio and transaction related standards
Assisting in the coordination across Finance / Legal / Compliance, and the broader Ventures team, to fulfill reporting requirements
Assist with investment data requests for Ventures’ business partners
Provide support on new initiatives or projects that can help inform strategy or drive efficiency for the Ventures team
Qualifications:
The role is a multi-faceted one and requires both analytical and interpersonal skill sets
1-2 years previous experience must include financial background (familiarity with financial statements)
Comfortable working with large data sets & synthesizing insights
Strong written and verbal communication skills
Financial, analytical and valuation skills
Strong knowledge of Microsoft Office
Demonstrated ability to work effectively with internal and external stakeholders and to collaborate with others to drive results
Interest in the startup ecosystem
Knowledge of Cobalt PM Software a plus
Bachelor’s degree required
Qualifications
Salary Range: $55,000 to $105,000 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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Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Job: Finance
Primary Location: US-New York-New York
Schedule Full-time
Req ID: 24006870
American Express
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