Senior Associate, Portfolio Management

Salary Range : $89250.00 to $150250.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately in determining your pay well consider your location experience and other job-related factors.

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 .

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. American Express will consider for employment all qualified applicants including those with arrest or conviction records in accordance with the requirements of applicable state and local laws including but not limited to the California Fair Chance Act the Los Angeles County Fair Chance Ordinance for Employers and the City of Los Angeles Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and / or state banking regulations American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive professionally and personally. Thats 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.

US Job Seekers - Click to view the Know Your Rights poster. If the link does not work you may access the poster by copying and pasting the following URL in a new browser window : eligibility to work with American Express in the U.S. 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. As part of Team Amex youll experience this 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.

How will you make an impact in this role

Technology Portfolio Management (TPM) within Enterprise Technology Services powers technology business and product to achieve business and customer value by optimizing technology investments elevating transparency and enabling decisioning through trusted insights and best in class portfolio and program management.

The Associate Portfolio Analyst role presents a dynamic opportunity for a motivated and accomplished professional to manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst you will establish strong partnerships with the TBE leadership team Finance and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses. This position goes beyond traditional financial analysis and portfolio management requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance.

We are seeking a top performer that is highly organized and an effective communicator. You show up with passion are not afraid to challenge the status quo and thrive in a fast-paced environment.

Responsibilities :

Partners across the team to monitor and track portfolio performance against delivery cost budget resource allocation forecast schedule and quality targets ensuring the successful execution of the portfolio of tech projects.

Takes ownership in managing and ensuring successful financial delivery and operational outcomes across the portfolio leveraging data analytics and insights to gather and formulate status updates and escalating delivery risks when needed.

Collaborates closely with finance teams to ensure alignment of budgets actuals and forecasts maintaining financial accuracy and supporting budget management.

Plays key role in driving continuous improvement of portfolio processes through tooling and automation identifying influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness.

Builds strong partnerships across technology product finance and the business to understand stakeholder needs manage expectations user requirements and deliver against strategic priorities.

Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits.

Minimum Qualifications :

Bachelors degree in business administration Finance Information Technology and / or comparable experience; advanced degree preferred.

Advanced technical skills including but not limited to Apptio Jira Power BI advanced Excel General Ledger and Amex AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling.

Ability to synthesize complex financial data for a non-finance savvy audience.

Strong relationship building with the ability to collaborate and influence without authority.

Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact.

Proven track record of recognizing potential issues early and working toward thoughtful solution-focused options.

3 years of related experience in technology project management portfolio management project management with the proven ability to execute tasks quickly under tight timelines.

Preferred Requirements :

Ability to execute and maintain high performance under tight timelines and competing demands.

Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus.

Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight.

Experience within a large technology financial services or FinTech environment with a working knowledge of software development processes and Agile methodologies.

Understand linkages between supply and demand spend to provide meaningful actionable insights and recommendations to ensure targets are achieved.

Understanding of multiple business functions preferred.

Required Experience :

Senior IC

Key Skills

Portfolio Management,Wealth Management,Financial Services,Hybris,Microsoft Word,Banking,Cash Management,Data Management,Microsoft Powerpoint,Securities Law,Microsoft Excel,Internet Of Things

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 89250 - 150250