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Analyst, Investment Planning

Company: American Express
Location: New York
Posted on: February 16, 2020

Job Description:

The mission of the Global Strategy & Capabilities (GS&C) group within Global Merchant & Network Services (GMNS) is to be essential to merchants and partners globally by delivering an easy, frictionless, value-added experience that enables them to meet their goals and serve their customers. GS&C consists of a diverse set of teams that support the GMNS business. This role will be an integral part of the Investment Planning team that supports the GMNS business globally in investment planning and optimization.

Within GS&C, the Investment Planning team owns the end to end investment management and planning processes. These processes support the annual planning, prioritization and allocation as well as the in-year forecasting, tracking and management of funding across the GMNS organization globally.
The Investment Planning team work closely with business partners and teams around the globe to understand investment strategies and requests, and assess their strategic fit with the organization's goals and funding capacity. The Investment Planning team's work is highly visible and provides an opportunity to interact with multiple stakeholders across the globe and gain a deep understanding and insight of the drivers of our business.

The team is looking for an Analyst to join the dynamic team. The ideal candidate is a self-starter who enjoys working with others, is passionate about the payments industry, data accuracy, ownership and accountability, and ongoing process optimization and improvement.


  • Act as data point person for the team - will be the owner and custodian of all investment related data, ensuring full accuracy and completeness at all times through ownership of master documents
  • Analyze large sets of data, and provide reporting and insights within tight timelines
  • Prepare visual content for review by senior leadership Excel and PowerPoint
  • Identify, create and execute enhancements to existing tools, dashboards, and processes to simplify and streamline the team's work
  • Assist as relationship manager to internal business teams and key business partners, including Finance and Technology departments, with the opportunity to take on ownership of these relationships as the person grows into the role

    Minimum Qualifications
    • Bachelor's degree, with a Finance-related major
    • 3+ years of professional experience
    • Strong quantitative, qualitative and analytical skills with high data accuracy and superior attention to detail
    • Exceptional communication and relationship management skills, both written and verbal, with ability to interact with stakeholders across all management levels
    • Curiosity, a willingness to learn and a sense of ownership / accountability
    • Experience with investment planning, forecasting, analysis, reporting and process improvement desired
    • Advanced Excel and PowerPoint skills
    • Fluent in computer languages such as Python, SQL, VBA and Tableau

    • Experience with Workfront is highly desired

      Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.

      ReqID: 20002175
      Schedule (Full-Time/Part-Time): Full-time
      Date Posted: Feb 7, 2020, 8:35:25 PM

Keywords: American Express, New York , Analyst, Investment Planning, Professions , New York, New York

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