Portfolio Analyst-AMEX Ventures

About American Express Ventures
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 invests in game-changing startups with strategic relevance to American Express.  The team also works with 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, Doppel, Galileo, Melio, Moderne, Nekuda, Plaid, Replit, Stripe, Toast and Wonder among others.
Amex Ventures is seeking a highly motivated individual to be an integral part of the Ventures Portfolio Management group by supporting the team’s operations, including portfolio reporting, managing transaction related processes and deriving insights from our investment activity. 

The role is based in New York, NY. 

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. 

• 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

• The role is a multi-faceted one and requires both analytical and interpersonal skill sets
• 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
• Knowledge of Cobalt PM Software or other CRM systems is a plus
• Bachelor’s degree required

Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

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. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.

As part of Team Amex, you’ll experience our 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.

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.