Investment Analyst, Enterprise Software

4 weeks ago


San Francisco, California, United States American Express Full time

You Lead the Way. We've Got Your Back.

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you'll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

About American Express Ventures

American Express Ventures ("Amex Ventures") seeks to identify and invest in category leading startups shaping the future of financial services, consumer commerce and enterprise software. As a value-added investor, Amex Ventures plays a key role in developing and executing long-term corporate strategic initiatives which contribute to American Express' market leadership and growth. Team members work with senior management, C-level executives and business leaders across the company to execute venture investments, both domestically and internationally. The team also initiates and executes non-organic business development and strategic initiatives.

The Amex Ventures team is seeking a highly motivated individual to help develop investment theses, source and execute investments, monitor and support portfolio companies, and drive partnership opportunities.

This role is based in San Francisco, California.

Job Scope & Responsibilities

In this exciting opportunity, the Investment Analyst will be an integral part of the Enterprise Software investing team at Amex Ventures, playing a key role in the day-to-day evaluation and execution of transactions including strategic rationale analysis, due diligence, valuation, structuring, and negotiations through to closing. The Investment Analyst will be responsible for sourcing, market map/thesis generation, and driving strategic engagement between American Express and its portfolio companies.

Responsibilities

Engage across the full lifecycle of venture investing, including sourcing, evaluating, transacting, and managing investmentsConduct market and industry analysis to support investment thesis development around strategic focus areasBuild strong relationships with the venture capital and startup ecosystem to proactively identify and qualify relevant companiesEvaluate business cases and assess investment opportunities from a strategic, operational and financial perspectiveProvide key analysis and support for transactions, working closely with internal and external partners to execute investmentsManage due diligence and investment decision-making process including preparation of investment memos, financial modeling and analysis, oversight of legal negotiations, and management of deal execution workstreamsMonitor portfolio company performance on an ongoing basis, working with internal and external stakeholders to drive strategic partnership value Qualifications 2+ years previous professional experience in a finance, strategy, or tech role; examples may include VC or PE investing, investment banking, management consulting, or a high-impact role at a technology company (product management, business operations, strategic finance, etc.)Ability to operate autonomously in a dynamic and fast-paced environmentWell-developed strategic thinking capabilities to identify and assess key points, implications and recommendations on a first-principles basisExcellent written and verbal communication skills, capable of driving effective collaboration across internal and external stakeholdersAnalytical mindset and deep understanding of finance and valuation fundamentalsStrong interest in enterprise software and motivation to engage with the startup ecosystemBachelor's degree required Salary Range: $55,000 to $105,000 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include: 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. We back our colleagues with the support they need to thrive, professionally and personally. That's 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/Employees - Click here to view the "Know Your Rights" poster and the Pay Transparency Policy Statement. If the links do not work, please copy and paste the following URLs in a new browser window: to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.



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