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Portfolio Manager - job 18 of 22

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.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives.  Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems.  American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source.  And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development.  Find your place in technology on #TeamAmex.

Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating and planning our financial plan with our leaders or creating next year’s financial forecast, you can influence both the day-to-day and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career.

American Express Technology is a critical Enterprise function, serving as the backbone of all we do, from providing the underlying infrastructure of the company to building core products and services we deliver to our customers. AmEx Technology has changed dramatically over the last few years, and as Technology continues to evolve its business strategies and operating model, the Finance team will adapt accordingly to best position the organization in supporting American Express businesses.

This Portfolio Manager will manage the budget and forecasting for the Production Management and Engineering organization. This role will focus on providing critical financial insights to various teams, supporting leadership with data-driven decisions, and enhancing existing financial processes and tools. Our Finance Team is committed to ongoing improvement and evolution of its roles and responsibilities, and as such, the below may be subject to refinement, addition, or modification in the future.

Key responsibilities include:

  • Support financial planning, results analysis, and management reporting for the organization (Tech Investment, Tech Operations, and Software Capitalization)
  • Perform in-depth financial analysis, identifying trends and reporting findings to leaders for strategic decision-making
  • Maintain and update dashboards and files, ensuring accurate and timely reporting of key financial metrics
  • Prepare and support presentation materials (e.g., monthly results) for key financial metrics and trends, delivering clear insights and data for leadership discussions
  • Execute on ad hoc analyses stemming from leader asks

Minimum Qualifications:

  • Minimum 5 years of Finance or equivalent experience
  • Proficient in Microsoft suite required, especially Excel
  • Experience using Ariba, Clarity, PMDB, GL, and VPM
  • Strong financial, analytical, and problem-solving skills
  • Excellent communication skills: ability to distill financial data into clear and concise insights across various levels of leadership
  • Ability to tailor messaging to fit the audience
  • Robust skills to synthesize large amounts of complex data with the ability to draw key conclusions
  • Ability to prioritize and manage competing priorities effectively and drive results while meeting critical deadlines
  • Understanding of P&Ls, financial metrics, cost drivers and forecast methodologies 
  • Self-starter with a high degree of intellectual curiosity
  • Strong team player with the ability to work across multiple Portfolio Managers

Preferred Qualifications:

  • Apptio experience preferred
  • MBA / CPA or equivalent preferred

Salary Range: $110,000.00 to $190,000.00 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. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

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 - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

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

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$190000K

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What You Should Know About Portfolio Manager, American Express

As a Portfolio Manager at American Express in Sandy, Utah, you'll be right at the heart of our financial strategy and operations, making a significant impact on how we manage our resources. You’ll thrive in a dynamic environment where your analytical skills and problem-solving abilities will shine. Your primary mission will be overseeing the budget and forecasting for our Production Management and Engineering organization while working collaboratively with diverse teams. Imagine being supported by a passionate group of engineers and financial experts focused on driving results using the latest technologies. Your day-to-day responsibilities will include conducting in-depth financial analysis, maintaining dashboards for key financial metrics, and preparing insightful presentations for leadership discussions. Here at American Express, we value your contributions and provide you opportunities for professional development that fit your unique career path. We're all about backing each other with unwavering support as we craft a customer experience that’s second to none. In this role, not only will you get the chance to influence strategic decisions through financial insights, but you will also enjoy an environment that encourages you to continuously improve and innovate. From competitive salaries to comprehensive benefits that cover your physical, mental, and financial health, American Express is dedicated to ensuring you thrive in both your professional and personal life. Join us, and let’s lead the way together towards a future filled with meaningful achievements!

Frequently Asked Questions (FAQs) for Portfolio Manager Role at American Express
What are the main responsibilities of a Portfolio Manager at American Express?

As a Portfolio Manager at American Express, you will be responsible for managing the budget and forecasting for the Production Management and Engineering organization. This includes supporting financial planning, performing in-depth financial analysis, maintaining dashboards for key metrics, and preparing presentation materials for leadership discussions. Your insights will influence strategic decisions while collaborating with various teams.

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What qualifications are needed for the Portfolio Manager position at American Express?

To qualify for the Portfolio Manager role at American Express, you should have a minimum of 5 years of finance or equivalent experience. Strong analytical skills and proficiency in Microsoft Excel are essential, along with experience using tools like Ariba and Clarity. Furthermore, excellent communication skills and the ability to synthesize complex data into actionable insights are crucial for success in this role.

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What can I expect in terms of professional development as a Portfolio Manager at American Express?

At American Express, professional development is highly valued. As a Portfolio Manager, you will have dedicated time to invest in your skills, engage in training opportunities, and collaborate with a diverse tech team. This focus on continuous improvement will help ensure your knowledge stays up to date with the latest financial tools and technologies.

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What is the company culture like for a Portfolio Manager at American Express?

American Express fosters a culture of support, inclusivity, and continuous growth for Portfolio Managers. You will work alongside talented individuals in an environment where your voice is valued, helping to shape strategic goals. The commitment to employee well-being is evident in various benefits and the unique Amex Flex working model, which offers flexibility in how and where you work.

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What salary range can I expect for the Portfolio Manager position at American Express?

The salary range for the Portfolio Manager role at American Express is between $110,000 and $190,000 annually, alongside bonus incentives. Keep in mind that the final compensation will take into account your location, experience, and other related factors, ensuring that your contributions are fairly recognized.

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Common Interview Questions for Portfolio Manager
Can you explain your experience with financial forecasting as a Portfolio Manager?

When answering this question, focus on specific examples of financial forecasting you have done in the past. Emphasize your analytical approach, tools used, and results achieved, demonstrating how your efforts contributed significantly to decision-making processes.

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How do you prioritize tasks when managing multiple projects?

Showcasing your time management skills is key here. Share your methodology for prioritizing tasks, perhaps discussing tools or techniques such as the Eisenhower Box or Agile methodology that help you remain efficient under pressure.

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What financial analysis tools are you most comfortable using?

Be sure to mention specific software or tools you're proficient in, such as Excel, Ariba, or Clarity. Discuss how your familiarity with these tools has enhanced your financial analysis and reporting capabilities in previous roles.

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Describe a time when your financial insights affected leadership decisions.

Provide a concrete example of a situation where your financial analysis or insights led to a strategic decision. Highlight the impact it had and any follow-up results, showcasing your ability to drive business outcomes through data.

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How would you handle discrepancies in financial reports?

Detail your approach to identifying, investigating, and resolving discrepancies. Emphasize the importance of meticulous attention to detail, thorough analysis, and effective communication with stakeholders.

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What strategies do you employ to enhance financial processes?

When discussing your strategies, share examples of past enhancements you’ve implemented in financial processes. This showcases not only your problem-solving abilities but also your commitment to continuous improvement and efficiency.

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How do you ensure accurate and timely reporting of financial metrics?

Talk about your process for regularly updating and maintaining dashboards and files, along with your communication techniques with team members to ensure they have timely data for decision-making.

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Can you describe your experience working with cross-functional teams?

Emphasize your ability to collaborate with different departments, including technical and operational teams. Provide examples of how you've effectively communicated financial information to non-financial colleagues.

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What motivates you as a Portfolio Manager?

Share your passion for finance and helping organizations thrive through well-informed decision-making. Discuss how you find fulfillment in collaborating with diverse teams and contributing to strategic goals.

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What do you believe is the biggest challenge facing Portfolio Managers today?

Discuss trends or challenges such as market fluctuations and technological advancements, and how adapting to these changes is crucial. Express your openness to innovation and learning as key skills to overcome these challenges.

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American Express is a multinational financial services corporation and global leader in providing personal, small business, and corporate credit cards.

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BADGES
Badge Family FriendlyBadge Office VibesBadge Work&Life BalanceBadge Rapid Growth
CULTURE VALUES
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 16, 2025

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