American Express Portfolio Analyst - Amex Ventures in New York, New York
The Portfolio Analyst is a part of the American Express Ventures team based in New York, NY. The Amex Ventures team plays a key role in developing and executing long-term corporate strategic initiatives which contribute to American Express’ market leadership and growth. The team invests in innovative startups to accelerate American Express’ efforts in consumer commerce, B2B services and to enhance enterprise capabilities.
In this exciting opportunity, the analyst will be an integral part of the Ventures group by supporting portfolio reporting, helping manage transaction related processes, and deriving insights from our investment activity.
Primary responsibilities will include:
Responsible for assisting with portfolio reporting, including updates to CFO and other senior management, as well as quarterly portfolio review processes (ex. impairment, mark-to-market)
Helping maintain and manage Venture’s Portfolio database
Analyzing data from the portfolio, market, and industry to help provide insights to senior management
Tracking fund performance against benchmarks, goals 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 Venture’s business partners
Ad hoc projects regarding fund operations and performance.
1-2 years previous experience must include financial background (familiarity with financial statements)
Comfortable working with large data sets & synthesizing insights
Strong communication skills
Financial, analytical and valuation skills
Proven ability to influence and collaborate with others and drive results
Interest in FinTech and startup investing
Bachelor’s degree required
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law.
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.
Primary Location: US-New York-New York
Req ID: 21025730
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