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Portfolio Manager - job 12 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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What You Should Know About Portfolio Manager, American Express

Are you ready to take your finance career to the next level? As a Portfolio Manager at American Express in Sandy, Utah, you’ll be a vital part of our innovative team, working on impactful financial strategies that guide the company’s path forward. Here, you’ll engage in a dynamic environment where collaboration and creativity are key. Your responsibilities will include managing budgets, creating forecasts, and conducting in-depth financial analysis to support our engineering and production management teams. What’s great about being part of Team Amex is not just about numbers; it’s about providing valuable insights that directly influence our strategic decisions. With the latest data tools at your fingertips, you’ll be empowered to drive results while maintaining clear and concise communication with leaders at all levels. Your journey at American Express will also be filled with tremendous growth opportunities, as we advocate for your professional development and encourage continuous learning. Why settle for just a job when you can contribute to something bigger? Join us, and let’s lead the way together to build a financial framework that positions American Express as a leader across the globe. With benefits that support not only your financial well-being but also your mental and physical health, you’ll find that we truly have your back in every step of your career journey. If you’re a curious individual who thrives under pressure and enjoys navigating complex financial landscapes, this is the perfect opportunity for you to shine!

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

As a Portfolio Manager at American Express, your responsibilities will focus on financial planning, results analysis, and management reporting specifically for our Production Management and Engineering organization. You will support various financial processes, conduct in-depth financial analysis, maintain key financial metrics dashboards, and prepare presentation materials for leadership discussions. This role is crucial for providing insights that help shape our strategic decisions.

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

To qualify for the Portfolio Manager position at American Express, candidates should possess a minimum of five years of finance or equivalent experience. Proficiency in Microsoft Suite, especially Excel, is essential. Familiarity with tools like Ariba, Clarity, and GL is preferred. Candidates should also demonstrate robust financial analysis skills, effective communication abilities, and an understanding of P&Ls and financial metrics.

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What skills are essential for a successful Portfolio Manager at American Express?

Successful Portfolio Managers at American Express need strong financial, analytical, and problem-solving skills. The ability to distill complex financial data into clear insights is crucial, along with effective prioritization and time management skills. As a self-starter with intellectual curiosity, you should be a team player who can communicate findings across various leadership levels and adapt your messaging accordingly.

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What benefits can a Portfolio Manager expect at American Express?

American Express offers a competitive salary, bonus incentives, and a range of benefits for Portfolio Managers. This includes a company match for retirement savings, comprehensive medical coverage, and flexible working arrangements. We also provide support for your well-being through free financial coaching, parental leave, and access to wellness centers. These offerings are designed to support your overall lifestyle, both personally and professionally.

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How does American Express support professional development for Portfolio Managers?

At American Express, we prioritize your growth as a Portfolio Manager through dedicated time for professional development and continuous education opportunities. You will have access to training resources and be encouraged to engage with the broader engineering community. This commitment to ongoing learning ensures that you stay ahead in your career while contributing to innovative financial strategies.

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Common Interview Questions for Portfolio Manager
Can you explain your experience with financial analysis and reporting?

In your response, highlight specific instances where you successfully performed financial analyses, pinpointing trends and how those findings influenced decision-making. Use metrics or outcomes to substantiate your claims, showcasing your analytical skills and attention to detail.

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How do you prioritize competing projects and deadlines?

Discuss your organizational skills and techniques such as creating to-do lists or using project management tools to manage your tasks. Emphasize your ability to balance short-term and long-term objectives effectively.

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Describe a time you had to communicate complex financial information to a non-financial audience.

Share a specific example where you tailored your communication style to ensure understanding, using visual aids or simplified language. Highlight the importance of clarity and how your approach facilitated decision-making.

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How do you ensure accuracy in your financial reports?

Explain your process for double-checking work, using automated tools, or collaborating with colleagues for peer reviews. Emphasize how attention to detail has helped you prevent errors in important financial documentation.

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What tools or software have you used in financial management?

List your experience with tools such as Excel, Ariba, or VPM. Provide examples of how you used these tools effectively to streamline financial processes or analyses, and express your eagerness to learn new technologies.

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How do you stay current with financial regulations and data management best practices?

Discuss the resources you utilize to keep informed, such as financial publications, online courses, or professional networks. Demonstrate how your commitment to staying up to date enhances your effectiveness as a Portfolio Manager.

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What role do you believe a Portfolio Manager plays in strategic decision-making?

Articulate your understanding of how the insights generated by financial analysis guide organizational strategies. Highlight the collaborative nature of the role and its impact on long-term business goals.

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Can you provide an example of a successful financial project you've managed?

Offer a detailed overview of a project where you had a significant impact. Discuss the goals, your contributions, challenges faced, and how your strategies led to successful outcomes, highlighting teamwork and communication.

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What do you believe is the most challenging aspect of being a Portfolio Manager?

Share your perspective on the challenges, such as balancing competing priorities or adapting to changes in the financial landscape. Discuss how you negotiate these challenges to remain effective in your role.

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Why are you interested in the Portfolio Manager position at American Express?

Express your enthusiasm for American Express’s values, culture, and commitment to innovation. Relate your skills and experiences to the requirements of the position, illustrating how you can positively contribute to the team.

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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 19, 2025

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