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