Portfolio Manager - AMEX Ventures
About The Position
American Express Ventures (Amex Ventures), the corporate venture capital arm of American Express, invests primarily in Seed–Series B companies across fintech, commerce, consumer services, and enterprise software. With a global mandate, the team backs startups with strategic relevance to American Express and works with portfolio companies and American Express business units to commercialize partnerships. The Portfolio Manager will support the Ventures Portfolio Management group’s operations, including portfolio reporting, transaction-related processes, and insights derived from investment activity. Working with the broader Ventures Team and teams across American Express, the role supports strategic portfolio management and investment insights. It includes evaluating portfolio company performance, shaping portfolio construction, supporting decision-making projects, enhancing portfolio analytics, and executing portfolio management and reporting requirements. The position is based in New York, NY.
Requirements
- 3–4 years of previous experience, including a financial or operational background and 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 work.
- Assist with controllership, regulatory, and compliance deliverables.
- Drive portfolio construction and analytics, including enhancing portfolio models and conducting 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 their analysis, modeling, and storytelling.
- Support ad-hoc cross-functional projects.
Benefits
- 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 of paid parental leave for all parents, regardless of gender, for pregnancy, adoption, or surrogacy.
- Free access to global onsite wellness centers staffed with nurses and doctors, depending on location.
- Free and confidential counseling support through the Healthy Minds program.
- Career development and training opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
