Portfolio Analyst-AMEX Ventures
American Express Ventures is the corporate venture capital arm of American Express focused on early-stage investments across fintech, commerce, consumer services, and enterprise software. The Portfolio Analyst will support the Ventures Portfolio Management group by assisting with portfolio reporting, managing transaction-related processes, and deriving insights from investment activities.
Responsibilities
- Responsible for assisting with quarterly portfolio reporting, including preparing updates for the broader Ventures team and senior management
- Assisting with portfolio review and valuation processes (ex. Impairment, Mark-to-Market)
- Assisting on all controllership, regulatory and compliance deliverables
- 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
- Explore ways to automate or improve processes using new tools and AI
Skills
- Bachelor's degree required
- 1-2 years previous experience must include financial or operational 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
- The role is a multi-faceted one and requires both analytical and interpersonal skill sets
- Knowledge of Cobalt PM Software or other CRM systems is a plus
Benefits
- 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
Company Overview