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Portfolio Manager - job 20 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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What You Should Know About Portfolio Manager, American Express

Imagine being a Portfolio Manager at American Express in the vibrant city of Sandy, Utah! Here, you’ll get to play a pivotal role in shaping our financial landscape by managing budgets and crafting forecasts for our Production Management and Engineering organization. Aren’t you excited? Your analytical skills will shine as you dive into financial data, extracting valuable insights that help steer strategic decisions across various teams. You’ll be welcomed into a collaborative space where ideas flourish, and your contributions are recognized. American Express values every colleague, ensuring you have ample opportunities to grow, learn, and give back to the community through open-source initiatives. We understand that your professional development is crucial, which is why we offer dedicated time to enhance your skills. Your day-to-day tasks will include preparing insightful presentations for our leadership and maintaining dashboards that track key financial metrics. You’ll be the go-to person for depth financial analysis—delivering trends and actionable insights that not only impact today but also shape the future of our business. With at least five years of finance experience under your belt and a knack for complex data synthesis, you’ll find it easy to communicate concise insights across all levels of leadership. Plus, you'll have the chance to use cutting-edge tools and collaborate with talented engineers to drive forward our technology goals. Join Team Amex and let’s lead the way together! Your career journey awaits!

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

As a Portfolio Manager at American Express, you will be responsible for supporting financial planning, conducting in-depth financial analysis, and maintaining crucial reporting dashboards. Additionally, you will prepare insightful presentation materials for leadership discussions, allowing you to influence strategic decisions based on your analysis of financial data.

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What qualifications are needed to apply for a Portfolio Manager role at American Express?

To qualify for the Portfolio Manager position at American Express, you should have a minimum of five years of finance or equivalent experience. Proficiency in Microsoft Excel is required, along with strong analytical and problem-solving skills. Familiarity with tools like Ariba, Clarity, and financial forecasting methodologies is preferred.

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

American Express emphasizes professional development for Portfolio Managers by offering dedicated time to enhance your skills and encouraging participation in training programs. You will also have the opportunity to engage with the broader engineering community through open source contributions.

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What salary can I expect as a Portfolio Manager at American Express?

The salary range for a Portfolio Manager at American Express is between $110,000.00 and $190,000.00 annually, coupled with bonus incentives and comprehensive benefits that prioritize both physical and mental well-being.

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What does the work culture look like for a Portfolio Manager at American Express?

At American Express, the work culture for Portfolio Managers is inclusive and nurturing. You will be part of a team where your voice matters, and collaboration is encouraged. The company believes in providing flexibility, allowing you to work in a hybrid or fully virtual setting depending on your role and business needs.

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Common Interview Questions for Portfolio Manager
How do you approach financial analysis as a Portfolio Manager?

When approaching financial analysis, I focus on collecting diverse data sets, identifying trends, and synthesizing key insights that can guide our financial strategies. I ensure clear communication to different leadership levels, tailoring messages according to the audience’s needs.

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Can you explain your experience with budgeting processes?

In my previous roles, I've led the budgeting process by collaborating with various teams to gather input, analyzing historical performance, and using advanced forecasting methods to project future needs. This allows for resource allocation that aligns with our strategic goals.

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What tools do you prefer for financial reporting, and why?

I prefer using Excel for financial reporting due to its versatility and powerful analytical capabilities. Additionally, tools like Ariba and Clarity provide me with comprehensive data management that enhances the accuracy and effectiveness of financial reports.

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How do you prioritize tasks in a fast-paced environment?

In a fast-paced environment, I prioritize tasks by assessing their impact on our financial objectives and deadlines. I use tools to keep track of my workload and focus on high-impact activities while delegating whenever possible.

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Describe a time you had to present complex financial data to leadership.

During a recent strategy meeting, I presented complex financial metrics by using visual dashboards to illustrate trends. I focused on distilling the data into actionable insights that could guide our resource allocation and strategic planning.

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What do you believe is the most critical skill for a Portfolio Manager?

The most critical skill for a Portfolio Manager is the ability to analyze and interpret complex data effectively. This ensures that our financial strategies are sound and that leadership has the required insights to make data-driven decisions.

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How do you handle competing priorities in your projects?

I handle competing priorities by employing effective time management techniques and clear communication with my stakeholders. This helps me to adjust project timelines based on urgency while ensuring alignment with overall team goals.

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Why do you want to work at American Express as a Portfolio Manager?

I'm drawn to American Express because of its commitment to innovation and its focus on personal and professional development. The company’s inclusive culture aligns with my values, and I want to contribute to a team that strives for excellence in financial management.

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How do you ensure accuracy in your financial forecasts?

I ensure accuracy in my financial forecasts by leveraging historical data for consistency, performing scenario analysis, and validating assumptions with team members. This collaborative approach reduces the risk of errors in forecasting.

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What motivates you to excel as a Portfolio Manager?

My motivation comes from my passion for financial analysis and the impact it can have on a company's strategies. I enjoy the challenge of solving complex problems and contributing to the success of my team and organization.

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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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MATCH
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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 15, 2025

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