Senior Associate, Portfolio Management

About the position 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, you'll 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? Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdues with accounts that have a high exposure. 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

• Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and aiding in budget management, with guidance from peers and leaders
• Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability
• 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.

Requirements

• Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred.
• Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power BI, advanced Excel, General Ledger, and 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.

Nice-to-haves

• 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.

Benefits

• Competitive base salaries
• Bonus incentives
• 6%25 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

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