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Portfolio Manager - job 15 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

$150000 / YEARLY (est.)
min
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$110000K
$190000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Portfolio Manager, American Express

Are you ready to take your financial expertise to the next level? Join American Express as a Portfolio Manager in Sandy, Utah, and be part of a vibrant team that's dedicated to driving strategic initiatives and creating impactful financial insights. Here, you won't just manage budgets and forecasts; you'll be a key player in providing critical analysis and support that influences our leadership's decisions. At American Express, we believe in empowering our employees to thrive, which is why we emphasize professional development and a strong work-life balance. You'll work with cutting-edge data tools and technologies, collaborating with talented engineers in a welcoming, inclusive environment. Your role will involve analyzing trends, maintaining dashboards, and preparing insightful presentations for stakeholders. With at least five years of financial experience, you're already familiar with the dynamics of financial reporting, and now it's time to take that knowledge further. Our company values innovation, integrity, and teamwork. You'll have the opportunity to shape your career while enjoying robust benefits like competitive salaries and comprehensive health coverage. Plus, with programs supporting holistic well-being, including retirement plans and parental leave, you'll appreciate how much we back not just our colleagues but their families too. If you're a self-starter with the ability to synthesize complex data into actionable insights and thrive on driving results, then you're the perfect fit for our team. Let’s lead the way together at American Express!

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 responsible for managing budgets and forecasts for the Production Management and Engineering organization. Your main duties will include performing financial analysis, identifying trends, and supporting strategic decision-making by providing data-driven insights. You'll also maintain dashboards for accurate reporting and prepare presentation materials for leadership discussions. This role is pivotal in enhancing financial processes and tools while contributing to the company's financial planning and management reporting.

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

To excel as a Portfolio Manager at American Express, you'll need a minimum of five years of finance or equivalent experience. Proficiency in the Microsoft suite, especially Excel, and familiarity with tools like Ariba and Clarity are crucial. Strong financial and analytical skills, coupled with excellent communication abilities, are necessary for distilling complex financial data into clear insights. An understanding of P&Ls and financial metrics will also aid in effectively managing competing priorities and driving results.

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How does American Express support professional development for Portfolio Managers?

American Express places a strong emphasis on professional development for its employees, including Portfolio Managers. You'll have dedicated time to invest in your skills and career growth, which may include access to the latest training programs, workshops, and opportunities to work on open-source projects. The company's commitment to fostering a supportive and inclusive environment allows you to collaborate with talented colleagues, which can further enhance your learning and development.

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What is the expected salary range for a Portfolio Manager at American Express?

At American Express, the salary range for a Portfolio Manager typically falls between $110,000 and $190,000 annually, complemented by bonus incentives. Compensation can vary based on factors like location and experience, ensuring that your pay aligns with your qualifications and the industry standard. In addition, the company offers a robust benefits package to support your overall well-being.

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What kind of work environment can a Portfolio Manager expect at American Express?

The work environment at American Express is open, inclusive, and collaborative. As a Portfolio Manager, you'll find yourself in a space that values your input and encourages innovation. The company promotes a flexible working model, allowing employees to choose between hybrid, onsite, or fully virtual arrangements depending on the role. This dynamic approach helps maintain a positive workplace culture while meeting business needs.

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Common Interview Questions for Portfolio Manager
Can you explain your experience with financial analysis related to portfolio management?

When answering this question, focus on your previous roles where you conducted financial analysis. Provide specific examples of trends you identified, how you analyzed data to inform strategic decisions, and any tools or methodologies you employed. Highlight your ability to present findings in a manner that resonates with leadership.

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How do you prioritize multiple financial projects and deadlines?

Discuss your organizational skills and strategies for time management. You might explain how you use project management tools to track progress and deadlines while also outlining your approach to communicating with stakeholders about priorities and any potential challenges.

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Describe a time when you made a significant impact through your financial insights.

Provide a compelling story where your analysis led to important business decisions. Focus on the results of your insights and how they positively affected the organization; this showcases your value as a Portfolio Manager.

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What tools and software are you proficient in for financial reporting?

In your response, mention specific tools such as Excel, Ariba, or VPM, and explain your level of proficiency with each. You can also provide examples of complex reports or dashboards you’ve built, illustrating your capabilities.

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How do you ensure accuracy in your financial reporting?

Explain your attention to detail and the processes you implement to double-check your work. Mention methodologies for cross-referencing data and collaborating with others to verify financial figures.

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What strategies do you use to communicate complex financial concepts to non-financial stakeholders?

Highlight your communication skills by discussing how you tailor your messaging based on the audience. You might mention your use of visuals, simplified language, and storytelling to make financial data accessible.

Join Rise to see the full answer
Can you give an example of a challenging financial problem you solved?

Share a specific instance that emphasizes your problem-solving skills. Describe the challenge, your analytical approach, and the outcome, focusing on how it benefitted the organization or decision-making process.

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What role does teamwork play in your approach as a Portfolio Manager?

Discuss your collaborative nature and how you value input from team members across different functions. Share examples of successful projects that involved collaboration and the positive results achieved through teamwork.

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How do you stay updated with industry trends and changes in financial regulations?

Mention various sources you use to keep abreast of industry developments, such as online courses, webinars, and industry reports. This demonstrates your commitment to continuous learning and adapting to changes.

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What do you find most rewarding about the Portfolio Manager role?

Reflect on the aspects of the role that excite you, such as the opportunity to influence key financial decisions, working with a dynamic team, or driving improvements in financial processes. This helps convey your passion for the position.

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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
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 18, 2025

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