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Portfolio Manager - job 17 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 as a Portfolio Manager in Sandy, Utah, where you’ll be empowered to lead the way in financial strategy and support for our innovative tech team. In this pivotal role, you will manage the budget and forecasting for the Production Management and Engineering organization, providing essential financial insights that will influence both our daily operations and future business direction. Collaboration is key as you work with various teams, supporting leadership with data-driven decisions and refining existing financial processes. Your financial expertise will help elevate our performance metrics through thorough analysis and impactful reporting. You’ll have the chance to utilize your skills in Microsoft Excel and other financial tools to create clear insights that guide strategic choices and foster success across our teams. At American Express, we value your professional development and support your growth through various resources and opportunities. As a member of our diverse community, you'll not only contribute to shaping technological advancements but also be recognized for your contributions and leadership at every stage of your career journey. If you’re ready to make a meaningful impact and thrive in a culture that celebrates collaboration and innovation, then this is the perfect opportunity for you to join Team Amex and lead the way together.

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, your main responsibilities include managing the budget and forecasting for the Production Management and Engineering organization. You will support financial planning, analyze results, and prepare management reports. Additionally, you will conduct in-depth financial analyses, maintain dashboards for financial metrics, and assist in preparing presentation materials for leadership discussions.

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What qualifications are needed 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 or equivalent experience. Proficient skills in Microsoft Excel are required, along with experience using tools like Ariba, Clarity, and PMDB. Strong analytical, communication, and problem-solving abilities are crucial, as is familiarity with financial metrics, cost drivers, and forecasting methodologies.

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What career growth opportunities exist for Portfolio Managers at American Express?

The Portfolio Manager position at American Express offers diverse career growth opportunities due to the evolving nature of the industry. You will have the chance to expand your skills through professional development resources, explore various roles, and work with the latest data tools and technologies, while also actively contributing to the company's strategic direction.

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How does American Express support the work-life balance of Portfolio Managers?

American Express values work-life balance for Portfolio Managers by offering a flexible working model. This includes options for hybrid, onsite, or fully virtual work arrangements based on role and business needs. Additionally, the company provides comprehensive benefits that prioritize your physical, mental, and financial well-being.

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What benefits can a Portfolio Manager expect when working at American Express?

As a Portfolio Manager at American Express, you can expect a competitive salary, bonus incentives, retirement savings plans with a company match, access to wellness centers, comprehensive health insurance, and generous paid parental leave. The company also promotes career development and offers free financial coaching to support your holistic well-being.

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Common Interview Questions for Portfolio Manager
Can you describe your experience with financial forecasting as a Portfolio Manager?

When answering this question, highlight specific experiences where you successfully developed financial forecasts, using data to support your projections. Discuss tools and methodologies you've employed, emphasizing your analytical skills and how you tailored forecasts to meet strategic objectives.

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How do you ensure accuracy in financial reporting?

Talk about your attention to detail and the processes you follow to maintain accuracy in reporting. Mention the importance of reviewing data sources, maintaining updated dashboards, and collaborating with other departments to verify information before presenting it to leadership.

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What financial analysis tools do you prefer to use and why?

Describe the financial analysis tools you are experienced with, such as Excel, Ariba, or Clarity, and explain why you find them effective. Specify how you leverage these tools to extract insights from complex data sets and support decision-making at various levels of management.

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Can you explain how you would handle competing priorities as a Portfolio Manager?

Detail your prioritization methods, including how you assess urgency and impact when multiple demands arise. Provide examples of past experiences where you successfully managed competing deadlines while delivering high-quality results.

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Describe a time when your financial insights influenced a significant decision.

Share a specific instance where your analysis led to actionable insights that affected strategic decisions. Focus on the data you presented, the feedback received, and the ultimate impact on the organization.

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How do you communicate complex financial data to non-financial stakeholders?

Emphasize your ability to distill complex financial concepts into clear, concise language tailored for your audience. Provide examples where you successfully communicated insights and facilitated understanding across various levels of leadership.

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What strategies do you implement to improve financial processes?

Discuss your proactive approach to identifying areas needing improvement and the methodologies you’ve used, such as lean principles or technology upgrades, to enhance efficiency in financial processes within your previous roles.

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

Detail the resources you access, such as industry publications, webinars, or networking groups, that help you keep up with trends and regulatory changes. Highlight how this knowledge informs your work and decision-making.

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What role do financial metrics play in decision-making from your perspective?

Explain the importance of financial metrics in shaping strategic decisions. Discuss specific metrics you monitor and how they influence actions taken by the finance team and the wider organization.

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Describe your experience with budget management.

Outline your approach to budget management, including how you've created, monitored, and adjusted budgets in previous roles. Emphasize your collaboration with stakeholders to ensure budget alignment with strategic goals.

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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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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

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