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 teams 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 Amexs 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
• Bachelors 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.