American Express Portfolio Manager - Amex Ventures in New York, New York
The Portfolio Manager is a part of the American Express Ventures team based in New York, NY (no relocation assistance offered). The Amex Ventures team plays a key role in developing and executing long-term corporate strategic initiatives which contribute to American Express’ market leadership and growth. The team invests in innovative startups to accelerate American Express’ efforts in consumer commerce, B2B services and to enhance core capabilities such as data analytics and security. Team members work with senior management, C-level executives and business leaders across the company to execute equity investments, both domestically and internationally.
The team also initiates and executes non-organic business development and strategic initiatives.
Job Responsibilities: In this exciting opportunity, the incumbent will be an integral part of the Ventures group with an emphasis on formalizing deal execution, deal structuring and portfolio management processes. This emphasis will include the development & ongoing management of a center of excellence that will facilitate scalable growth of the investment portfolio, requiring knowledge in both venture investing and building frameworks. This role also includes the development of strategic investment thesis areas, as well as the evaluation and execution of new investment opportunities.
Primary responsibilities will include:
Creating, implementing and managing a center of excellence for deal execution, deal structuring and portfolio management processes
Act as the team’s subject matter expert for navigating the deal process, adjusting deal terms, resolving diligence issues and related items
Seek out best practices in market to improve processes and form deep understanding of Amex investment requirements through collaboration with internal partners Candidate will also be expected to:
Developing investment thesis around strategic areas and conduct market and industry analysis
Actively involved in the full lifecycle management of deal pipeline including sourcing, evaluating, transacting, and managing investments
Proactively identifying potential investments, meeting and qualifying startups; develop strong relations with the venture and entrepreneurial communities
Evaluating potential target company’s and business cases from strategic, operational and financial valuation perspectives
Providing key analysis and support for transactions and working closely with internal and external partners to execute investments
Developing detailed financial models and related valuations
Preparing and communicating recommendations to investment team
Responsible for ongoing monitoring and managing relationships with investment companies and the investment portfolio review process
Responsible for maintaining and managing the Ventures Portfolio database and support Finance / Legal / Compliance teams
The role is a multi-faceted one and requires both analytical, strategic, and interpersonal skill sets
4-6 years previous experience in venture capital, investment banking, strategic consulting or operating experience at a venture-backed startup
Strategic skills, with the ability to identify and assess key points, implications and recommendations and to provide thought leadership
Strong communication skills
Strong financial, analytical and valuation skills; modeling experience preferred
Proven ability to influence and collaborate with others and drive results
Interest in strategic investments, technology, financial services and the payments industry
Bachelor’s degree required, MBA strongly preferred Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
Title: Portfolio Manager - Amex Ventures
Location: New York-New York
Requisition ID: 18018326