Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Portfolio Manager image - Rise Careers
Job details

Portfolio Manager - job 16 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.

American Express Glassdoor Company Review
4.2 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
American Express DE&I Review
4.4 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
CEO of American Express
American Express CEO photo
Stephen J Squeri
Approve of CEO

Average salary estimate

$150000 / YEARLY (est.)
min
max
$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

As a Portfolio Manager at American Express in Sandy, Utah, you will be a pivotal player in the financial operations of our Production Management and Engineering organization. This is an exciting opportunity where your finance expertise meets innovation in technology. Here, you won't just crunch numbers; you'll provide critical financial insights that influence strategic decisions and elevate operational performance. You'll work closely with talented teams that are equally passionate about achieving exceptional results while fostering an inclusive culture. Whether you're analyzing financial trends, preparing insightful reports, or maintaining key dashboards, your role will be essential in guiding financial planning and management reporting. With a strong focus on improvement and adaptation, you'll be encouraged to share your insights and experiences to help our teams thrive. American Express recognizes the value of each colleague's contributions, which means your creativity and leadership will be recognized as we guide our customers and communities to success. In addition to a supportive work environment, American Express invests in your professional growth with opportunities for training and development, remolding your skills for the future. You'll find that working with us becomes a fulfilling journey where you can grow both personally and professionally while ensuring that we uphold our commitment to delivering the world's best customer experience together. Explore a career with true purpose and become a larger part of the transformative journey at American Express with #TeamAmex. Join us and lead the way with confidence!

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, your key responsibilities will include supporting financial planning and management reporting for the tech organization. You'll perform in-depth financial analysis, manage budgets, and provide insights for strategic decision-making. Additionally, preparing presentation materials for leadership discussions and executing ad hoc analyses are critical aspects of the role.

Join Rise to see the full answer
What qualifications are required for the Portfolio Manager position at American Express?

To qualify for the Portfolio Manager role at American Express, you need a minimum of 5 years of finance experience, with proficiency in Microsoft Excel and experience using financial tools like Ariba and Clarity. Strong analytical, communication, and problem-solving skills are crucial, as is the ability to distill financial data into actionable insights for leadership.

Join Rise to see the full answer
How does American Express support professional development for Portfolio Managers?

American Express values the professional growth of its employees. Portfolio Managers have access to dedicated time for learning and development, along with various training opportunities to keep skills sharp and relevant. This commitment to ongoing education prepares you to tackle evolving challenges in the financial landscape.

Join Rise to see the full answer
What benefits can a Portfolio Manager expect at American Express?

As a Portfolio Manager at American Express, you can expect a competitive salary range, bonus incentives, retirement matching, healthcare coverage, and comprehensive wellness programs. Additionally, flexible working arrangements and generous parental leave policies reflect the company's commitment to work-life balance for its employees.

Join Rise to see the full answer
What is the work environment like for Portfolio Managers at American Express?

The work environment for Portfolio Managers at American Express is collaborative and inclusive. With a focus on teamwork and open communication, you will be encouraged to share ideas and shape financial strategies within a diverse team. The culture promotes integrity, creativity, and a commitment to exceptional customer service.

Join Rise to see the full answer
Common Interview Questions for Portfolio Manager
Can you explain the financial analysis process you typically follow as a Portfolio Manager?

In your response, detail the steps of financial analysis, such as collecting data, identifying trends, comparing metrics with industry standards, and presenting findings. Emphasize the importance of clarity in communication and how your insights have previously influenced strategic decisions.

Join Rise to see the full answer
How do you prioritize competing financial tasks and deadlines?

Discuss your approach to time management, including ways you assess priorities based on urgency and impact. Share examples of past experiences where you successfully balanced multiple responsibilities while meeting deadlines.

Join Rise to see the full answer
What tools do you use to manage budgets effectively?

Talk about specific tools you're proficient in, including Excel and any specialized software like Ariba or Clarity. Highlight how you leverage these tools to maintain budget accuracy, track expenditures, and generate financial reports that aid decision-making.

Join Rise to see the full answer
Describe a challenging financial problem you faced and how you resolved it.

Use the STAR method to detail a specific problem, the steps you took to analyze and resolve it, and the results of your actions. Emphasize your analytical skills and ability to communicate effective solutions to leadership.

Join Rise to see the full answer
How do you ensure accuracy in your financial reporting?

Explain your processes for double-checking data, cross-referencing information, and maintaining comprehensive documentation. Stress the importance of accuracy in financial reporting and how it impacts leadership decisions.

Join Rise to see the full answer
How do you keep current with financial regulations and industry trends?

Discuss your commitment to continuous learning through reading industry publications, attending training sessions, or participating in relevant webinars. Mention any professional development courses you’ve taken related to finance.

Join Rise to see the full answer
Can you describe a time when you presented financial data to a non-finance audience?

Use a specific instance to illustrate your ability to translate complex financial information into clear, understandable insights. Highlight the techniques you used to engage your audience and ensure they grasped the material.

Join Rise to see the full answer
What strategies do you use to enhance financial processes?

Outline techniques such as process mapping, stakeholder feedback, and utilizing technology to streamline workflows. Provide examples of enhancements you've initiated in past roles and the positive impacts they had.

Join Rise to see the full answer
How would you approach a situation where your financial analysis contradicts popular opinion within the team?

Explain your approach to presenting your findings respectfully, backed by data. Emphasize the importance of constructive discussion and collaboration to explore different viewpoints while upholding the integrity of your analysis.

Join Rise to see the full answer
What factors do you consider when creating financial forecasts?

Discuss the critical variables you take into account, such as historical data, market trends, and economic indicators. Showcase your analytical skills by mentioning how you integrate these factors to produce accurate and actionable forecasts.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
American Express Remote New York, New York, United States
Posted 9 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

American Express is looking for a Mid-Level Manager to oversee their Amex Ethics Office and enhance their integrity and compliance efforts.

Photo of the Rise User
American Express Remote New York, New York, United States
Posted 9 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Senior Analyst to lead exciting marketing initiatives for premium experiences that engage Card Members.

Photo of the Rise User
Gameloft Hybrid Brisbane QLD, Australia
Posted 6 days ago

Join Gameloft Brisbane as a Finance Administrator to help manage the studio's financial operations in a vibrant game development environment.

Photo of the Rise User
CoreSite Hybrid No location specified
Posted 9 days ago

Join CoreSite as a Financial Analyst and be part of a team shaping the future of digital infrastructure while enhancing your career.

Photo of the Rise User
Busey Hybrid Kansas City, MO - 4622 Pennsylvania Avenue
Posted 21 hours ago

Seeking a driven Treasury Management Executive II to elevate our treasury solutions and customer relationships at Busey.

Join Stifel as a Summer Analyst in Phoenix, where you will gain invaluable experience in public finance and investment banking.

Photo of the Rise User
Inclusive & Diverse
Collaboration over Competition
Growth & Learning
Dare to be Different
Diversity of Opinions
Dental Insurance
Vision Insurance
Performance Bonus
Paid Time-Off
Mental Health Resources
Employee Resource Groups
Social Gatherings

Join Contentsquare as an FP&A Apprentice to kickstart your finance career with hands-on experience and mentoring in a dynamic global setting.

Photo of the Rise User
First Abu Dhabi Bank Hybrid First Abu Dhabi Bank (FAB) Al Qurm Business Park, Abu Dhabi, United Arab Emirates
Posted 10 days ago

Join FAB as an AVP in Business Finance to lead independent valuation checks and enhance financial control processes in a dynamic banking environment.

Interstate Packaging Company Hybrid US, Dickson County, TN; Tennessee, White Bluff, TN
Posted 3 days ago

Join our team as the Vice President of Finance to lead the accounting department and ensure financial compliance and reporting accuracy.

Join TopCompare, Belgium's premier financial comparison platform, as a Financial Advisor and help consumers achieve their financial goals.

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

2970 jobs
MATCH
Calculating your matching score...
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 17, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Columbus just viewed Support Associate-7 at Tory Burch
Photo of the Rise User
Someone from OH, Columbus just viewed Project Manager at Treering
Photo of the Rise User
Someone from OH, Columbus just viewed Product Manager, Assessment Student Experience at Ellevation
Photo of the Rise User
Someone from OH, Hamilton just viewed Team Member Travel Coordinator at Allegiant
Photo of the Rise User
Someone from OH, Kent just viewed Senior Director, Program at Teaching Lab
Photo of the Rise User
Someone from OH, Toledo just viewed IT Telecom Administrator at Anduril Industries
Photo of the Rise User
Someone from OH, Kent just viewed Director, Strategic Partnerships at Teaching Lab
G
Someone from OH, Cincinnati just viewed Operations Lead - AML Refresh Ops (Global Banking) at GHR
Photo of the Rise User
Someone from OH, Akron just viewed Data Scientist II at Kaiser Permanente
Photo of the Rise User
Someone from OH, Eastlake just viewed Summer Intern at Gooch & Housego
I
Someone from OH, Perrysburg just viewed CNC Manufacturing Technician at Innovance
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Lifecycle Marketing Manager at SoFi
Photo of the Rise User
Someone from OH, Cincinnati just viewed Lifecycle Marketing Manager at Caribou
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Marketing Manager at Ocorian
Photo of the Rise User
Someone from OH, Cincinnati just viewed Growth Marketing Manager at Credit Genie
Photo of the Rise User
Someone from OH, Cincinnati just viewed Director of Product Marketing - AAA Campaigns at PrizePicks
Photo of the Rise User
Someone from OH, Cincinnati just viewed Digital Marketing Analyst, Digital Properties at Darden