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Portfolio Manager - job 13 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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Average salary estimate

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$110000K
$190000K

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What You Should Know About Portfolio Manager, American Express

If you are an experienced Portfolio Manager looking for a new challenge, American Express in Sandy, Utah, has an exciting opportunity for you! At American Express, we believe in the power of people and businesses to progress remarkably. As a Portfolio Manager, you will play a pivotal role in managing the budget and forecasting for our Production Management and Engineering organization. You will be responsible for providing crucial financial insights that empower various teams and support leadership in making data-driven decisions. Your analytical skills will come into play as you perform in-depth financial analyses, identify trends, and report your findings to help drive business strategies. Not only are you encouraged to work with the latest technologies, but you also get dedicated time for professional development, so you can stay on top of your game. We foster an open and inclusive environment, welcoming your unique voice as you collaborate with talented engineers and finance professionals. Here, your contributions will be recognized, and you will have the chance to influence both day-to-day operations and the long-term direction of American Express. We look forward to having you lead the way with us, providing the world's best customer experiences while growing in your career in technology and finance. Join Team Amex and thrive in a culture that truly supports both your professional and personal well-being.

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

As a Portfolio Manager at American Express, you'll be tasked with managing financial planning, conducting results analysis, and preparing management reports for our Production Management and Engineering organization. This includes performing in-depth financial analyses, maintaining dashboards, and preparing presentation materials for leadership. You'll focus on supporting teams with critical financial insights that drive strategic decisions.

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What qualifications are needed to become a Portfolio Manager at American Express?

To qualify for the Portfolio Manager position at American Express, candidates should have a minimum of 5 years of finance or equivalent experience. You'll need strong skills in financial analysis and excellent communication abilities to distill complex financial data into clear insights. Familiarity with various financial tools such as Ariba and VPM is essential, along with a self-starter attitude and a team-oriented mindset.

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How does American Express support the professional development of Portfolio Managers?

At American Express, we are committed to the ongoing development of our colleagues. As a Portfolio Manager, you will be provided with dedicated time to focus on your professional growth, learn about the latest financial technologies, and explore a range of roles that support your career advancement. We believe in investing in our employees' skills to ensure they stay relevant in the ever-evolving financial landscape.

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What benefits can a Portfolio Manager at American Express expect?

American Express offers a comprehensive range of benefits for Portfolio Managers, including competitive salaries, bonus incentives, and a generous 6% company match on retirement savings. You will also enjoy flexible working options, parental leave, access to wellness resources, and free financial coaching, all designed to support your holistic well-being.

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What is the work environment like for a Portfolio Manager at American Express?

The work environment for a Portfolio Manager at American Express is open, supportive, and highly inclusive. You will collaborate with a diverse team of talented professionals who value your contributions and encourage you to make informed decisions. This positive atmosphere fosters growth, creativity, and a shared commitment to delivering exceptional experiences to our customers.

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Common Interview Questions for Portfolio Manager
Can you describe your experience with financial analysis?

In preparing for this question, highlight specific projects where you conducted financial analysis. Discuss the tools you used, the insights you provided, and the impact those analyses had on decision-making. Bring in measurable results to show your success in previous roles.

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How do you prioritize your workload when managing multiple projects?

To answer this question, discuss your methods for effective prioritization, such as using project management tools or creating detailed timelines. Provide examples where prioritization led to successful outcomes, specifically in financial planning or reporting tasks.

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What financial tools are you proficient in and how have you used them?

Make sure to mention specific tools relevant to the Portfolio Manager role at American Express, such as Microsoft Excel, Ariba, and others. Describe how you applied these tools to enhance financial reporting and analysis in your past positions.

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Can you give an example of when you influenced a financial decision for your team?

Share a concrete example from your previous roles where your financial insights led to a strategic decision. Focus on your approach to presenting data, the actions taken based on your input, and the subsequent results achieved.

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How do you ensure accuracy in financial reporting?

Discuss your attention to detail and the processes you follow to ensure accurate financial reporting. You might mention the importance of double-checking data, maintaining strong documentation practices, and leveraging technology to reduce errors.

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What is your approach to managing stakeholder expectations?

Outline strategies for communicating with stakeholders effectively. Describe your method for keeping leadership informed about financial results and trends, focusing on how you provide tailored insights based on the audience's needs.

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How do you handle competing deadlines?

In your response, explain your time management techniques, emphasizing how you assess urgency and importance. Share a relevant experience that showcases your ability to meet deadlines while maintaining quality in your work.

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What do you consider when forecasting financial performance?

Discuss the key factors you analyze during the forecasting process, such as historical performance, market trends, and emerging variables. Emphasize the importance of using data to inform forecasts to enhance reliability.

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Describe a time when you had to present complex data to a non-financial audience.

Emphasize your communication skills by recounting a situation where you simplified complex financial information for a non-financial audience. Explain how you adjusted your messaging to ensure clarity and understanding.

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What motivates you in a Portfolio Manager role?

Reflect on your passion for finance, analytical challenges, and the impact of your work on strategic decision-making. Highlight what excites you about the role at American Express and how it aligns with your career goals.

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

2970 jobs
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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 19, 2025

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