Portfolio Manager - AMEX Ventures

American Express•New York, NY

About The Position

American Express Ventures (“Amex Ventures”) is the corporate venture capital arm of American Express, investing globally in early-stage companies—primarily Seed through Series B—with strategic relevance to American Express. The team invests across fintech, commerce, consumer services, and enterprise software, and works with portfolio companies and startups to commercialize partnerships with American Express business units. Amex Ventures has backed more than 100 founders in its 10+ year history. The Portfolio Manager will be an integral member of the Ventures Portfolio Management group, supporting portfolio operations, reporting, transaction-related processes, and analysis of investment activity. Working with the broader Ventures Team and teams across American Express, the role will help drive strategic portfolio management and investment insights. The Manager will evaluate portfolio company performance, contribute to portfolio construction, support decision-making projects, enhance portfolio analytics, and ensure effective execution of portfolio management and reporting requirements. The role is based in New York, NY.

Requirements

3–4 years of previous experience, including a financial or operational background.
Familiarity with financial statements.
Comfort working with large data sets and 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 collaborate to drive results.
Interest in the startup ecosystem.
Bachelor’s degree required.

Nice To Haves

Knowledge of Cobalt PM Software.

Responsibilities

Prepare quarterly portfolio reporting materials for the broader Ventures team and senior management.
Lead portfolio review and valuation processes, including impairment and mark-to-market reviews.
Assist with controllership, regulatory, and compliance deliverables.
Drive portfolio construction and analytics, including enhancements to portfolio models and scenario analysis.
Analyze portfolio company performance, market trends, and key value drivers to inform strategic decisions.
Incorporate external data and perspectives into portfolio insights and recommendations.
Use technology to improve the efficiency and scalability of portfolio management processes.
Maintain and evolve portfolio data systems and ensure data integrity across portfolio management tools.
Track portfolio performance against benchmarks, objectives, and success metrics, and provide actionable insights to stakeholders.
Mentor junior team members and guide analysis, modeling, and storytelling.
Support ad hoc cross-functional projects.