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Portfolio Manager - job 21 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.

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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

Join American Express in Sandy, Utah as a Portfolio Manager! Here at Team Amex, we believe in empowering individuals and businesses to flourish in remarkable ways. As a contributor to our Finance Team, you’ll oversee the budget and forecasting for our Production Management and Engineering organization, transforming data-driven insights into strategic decisions for our leaders. You’ll dive into financial planning, manage results analysis, and engage in management reporting for key sectors like Tech Investment and Software Capitalization. Your analytical prowess will shine as you perform in-depth financial analyses, providing clear insights that could influence our company’s future direction. Collaboration is at the heart of what we do, so you’ll work closely with talented engineers and colleagues in a supportive and inclusive environment that values your voice and decisions. You’ll get the chance to enhance existing financial processes, maintain accurate dashboards, and prepare presentation materials that deliver impactful information. With a solid foundation in financial metrics, you’ll be adept at conveying complex data succinctly and tailoring your communication to various leadership levels. Should you thrive in an atmosphere that champions professional development and innovation, then Team Amex is the perfect place for you to grow your career. Let’s lead the way together!

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

As a Portfolio Manager at American Express, you’ll be responsible for managing the budget and forecasting for the Production Management and Engineering organization. This will involve supporting financial planning, results analysis, and management reporting, including critical aspects like Tech Investment, Tech Operations, and Software Capitalization. You’ll conduct in-depth financial analyses to identify trends and report findings, aid in decision-making, and maintain dashboards for accurate financial metrics reporting.

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What qualifications are necessary for a Portfolio Manager position at American Express?

To qualify for the Portfolio Manager role at American Express, candidates should have a minimum of 5 years’ experience in Finance or equivalent roles. Proficiency in Microsoft Excel is required, along with knowledge of tools like Ariba, Clarity, and VPM. Strong financial, analytical, and communication skills are essential, as is the ability to synthesize complex data into clear insights for leadership. An MBA or CPA is preferred, and experience with Apptio would be advantageous.

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What are the benefits of working as a Portfolio Manager at American Express?

Portfolio Managers at American Express enjoy a comprehensive benefits package, which includes competitive salaries, bonus incentives, and a 6% company match on retirement savings. Additionally, you’ll have access to free financial coaching, extensive healthcare options, and a flexible working model that accommodates different needs. Employees also benefit from paid parental leave and comprehensive wellness support.

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How does Team Amex promote professional development for Portfolio Managers?

Team Amex is committed to supporting the professional growth of its Portfolio Managers. You’ll have dedicated time to invest in your skills and knowledge through various training opportunities. The inclusive environment fosters continuous improvement, giving every colleague a chance to advance their career through exploration and training in new technologies and methodologies.

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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 and collaborative. You’ll be part of a diverse tech team where your ideas and contributions are valued. The company encourages innovation and offers flexibility in work arrangements, allowing you to work onsite, in a hybrid model, or fully virtually, depending on your role and business needs.

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

Be ready to discuss specific instances where you’ve developed, analyzed, or presented financial forecasts. Highlight tools you’ve used and methods you applied, demonstrating your analytical ability and attention to detail that are crucial for a Portfolio Manager role.

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Describe a time when you identified a significant financial trend. How did you report it?

Provide a concrete example where you noticed a financial trend impacting business decisions. Discuss how you analyzed the data, the metrics you focused on, and how you presented your findings to leadership to influence their decisions.

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How do you prioritize competing financial projects?

It’s important to convey your approach to prioritization. Discuss criteria you use, such as deadlines, impact, or resource availability, and give an example of a situation where you successfully managed multiple projects, ensuring that deliverables were met on time.

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What financial metrics do you believe are most important for technology investments?

Identify key financial metrics used in technology investments, explaining why they matter. Emphasize your knowledge of cost drivers, P&L, and any specific metrics used in your previous roles, tying them back to how they influence investment decisions.

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How do you adapt your communication style for different stakeholders?

Discuss your strategy for tailoring your messaging based on your audience. Provide examples where you’ve effectively communicated complex financial information to non-financial leaders, showcasing your ability to bridge the gap between technical and non-technical individuals.

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What financial software or tools are you proficient in?

Mention your familiarity with specific financial tools relevant to the Portfolio Manager role at American Express, such as Excel, Ariba, or Clarity. Highlight how you have used these tools to produce reports, analyze data, or support planning activities.

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Give an example of how you have improved a financial process.

Choose a relevant example where you identified a financial process that required improvement. Explain the changes you implemented and the resulting impact—be it in efficiency, accuracy, or stakeholder satisfaction.

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How do you handle tight deadlines with financial reporting?

Share your strategies for managing time and resources under pressure. Discuss your organizational techniques and perhaps an instance where you met a deadline without compromising the quality of your reports.

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What role does teamwork play in your financial analysis process?

Emphasize the collaborative aspect of financial analysis, as teamwork is essential in an organization like American Express. Discuss how you collaborate with other departments and share insights to drive financial understanding and improve decision-making.

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

Articulate your enthusiasm for the role and company. Talk about how American Express’s commitment to backing customers and employees resonates with your personal values, and mention the alignment of your skills and experiences with the responsibilities and mission of the Portfolio Manager role.

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

2971 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 15, 2025

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