Investment Analyst, Enterprise Software
3 months ago
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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 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 investments Conduct market and industry analysis to support investment thesis development around strategic focus areas Build strong relationships with the venture capital and startup ecosystem to proactively identify and qualify relevant companies Evaluate business cases and assess investment opportunities from a strategic, operational and financial perspective Provide key analysis and support for transactions, working closely with internal and external partners to execute investments Manage 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 workstreams Monitor portfolio company performance on an ongoing basis, working with internal and external stakeholders to drive strategic partnership valueQualifications
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 environment Well-developed strategic thinking capabilities to identify and assess key points, implications and recommendations on a first-principles basis Excellent written and verbal communication skills, capable of driving effective collaboration across internal and external stakeholders Analytical mindset and deep understanding of finance and valuation fundamentals Strong interest in enterprise software and motivation to engage with the startup ecosystem Bachelor’s degree requiredSalary 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-
San Francisco, California, United States American Express Full timeBecome a Part of Team Amex and Drive Innovation Together By joining Team Amex, you are not merely entering a workplace; you are integrating into a global and diverse network of professionals committed to enhancing customer experiences, supporting communities, and fostering collaboration. At American Express, every team member is appreciated for their...
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