Investment Portfolio Strategist
1 week ago
Position Overview
Empower Your Career with American Express
At American Express, we believe in the potential of our employees to drive progress and innovation. As a member of our diverse team, you will play a crucial role in shaping the future of our financial strategies while enjoying a supportive and inclusive work environment.
Role Summary
The Investment Portfolio Strategist position offers an exciting opportunity for a skilled financial professional to oversee the Technology investment portfolio for the Global Merchant and Network Services (GMNS) division. This role emphasizes strategic investment optimization and collaboration across various teams to ensure the financial success of technology initiatives.
Key Responsibilities
- Oversee monthly financial processes and reporting for GMNS, focusing on accuracy and proactive risk management.
- Maintain comprehensive resource rosters linked to key initiatives and funding models.
- Collaborate with finance and platform leaders during the annual budgeting process to align priorities.
- Ensure financial management processes align with technology investment strategies and regulatory standards.
- Support the Portfolio Director in defining and developing the technology investment portfolio.
- Manage daily portfolio activities, including financial modeling and risk identification.
- Drive successful financial and operational outcomes by monitoring project statuses and addressing delivery risks.
- Enhance financial models and business cases to support a complex operating environment.
- Develop and present insightful communications for leadership regarding performance and forecasts.
- Build strong partnerships with technology, finance, and business stakeholders to support technology roadmaps.
Qualifications
- Bachelor's Degree in Accounting, Business Administration, Finance, or a related field.
- Minimum of 5 years of experience in Portfolio or Program Management within a large technology organization.
- Proficiency in Microsoft Excel, Oracle/Smart View, and other Microsoft Office applications.
- Experience with project management methodologies and tools.
- Strong financial modeling and analysis skills.
Preferred Qualifications
- MBA or advanced degree.
- Proven experience in technology financial management.
- Excellent communication skills, both verbal and written.
- Ability to navigate complex environments and drive results.
Compensation and Benefits
American Express offers a competitive salary range, along with a comprehensive benefits package that supports the well-being of our employees and their families. This includes:
- Competitive base salaries and bonus incentives.
- Retirement savings plan with company match.
- Comprehensive medical, dental, and vision insurance.
- Flexible working arrangements to suit individual needs.
- Paid parental leave for all parents.
American Express is committed to creating a diverse environment and is proud to be an equal opportunity employer. We celebrate diversity and are dedicated to creating an inclusive workplace for all employees.
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