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Portfolio Manager - job 9 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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$110000K
$190000K

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What You Should Know About Portfolio Manager, American Express

Join us as a Portfolio Manager at American Express in Sandy, Utah, where you lead the way while we’ve got your back! This is an exciting chance to become part of a diverse, global community dedicated to empowering each other and our customers. Here, you'll have the opportunity to architect, code, and ship software that enhances customer experiences, all while learning and developing your career in a flexible and supportive environment. As a Portfolio Manager, you'll oversee budget management and forecasting within the Production Management and Engineering organization, making a significant impact on our financial decision-making processes. You'll leverage your financial insights to support leadership decisions, while ensuring processes are continuously improved. With a focus on providing detailed financial analysis, you’ll become an instrumental part of our tech team, utilizing cutting-edge tools to drive strategic decisions that will help shape the future of American Express. You’ll collaborate closely with talented professionals, ensuring data-driven insights not only enhance our operational efficiency but also support financial planning and management reporting. If you have a passion for finance, a knack for problem-solving, and are committed to enriching our workplace culture, then this role is made for you. At American Express, we value your contributions and provide the backing you need to thrive in your career. Together, let’s lead the way into the future of customer service excellence!

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 play a critical role in managing the budget and forecasting for the Production Management and Engineering organization. You'll support financial planning, perform detailed financial analysis, and prepare presentation materials for key financial metrics. Additionally, you will maintain dashboards to ensure accurate, timely reporting, helping guide strategic decision-making across various leadership levels.

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

To qualify as a Portfolio Manager at American Express, candidates should have a minimum of five years of finance or equivalent experience, strong skills in Microsoft Excel, and familiarity with tools such as Ariba and Clarity. Excellent communication, analytical, and problem-solving abilities are essential, alongside a self-starter attitude and the ability to prioritize tasks effectively.

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How does American Express support professional development for Portfolio Managers?

At American Express, professional development is a top priority for Portfolio Managers. The company provides dedicated time for skill enhancement, offers extensive training opportunities, and encourages collaboration within the broader engineering community through initiatives like open-source projects. This commitment to continuous learning ensures that you are always at the forefront of the latest technologies and financial practices.

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What is the work culture like for a Portfolio Manager at American Express?

The work culture for a Portfolio Manager at American Express is inclusive, supportive, and values diverse perspectives. You will work in a collaborative environment alongside talented professionals who value your input and encourage a team-oriented approach to problem-solving. The company fosters a culture of flexibility, allowing for hybrid or virtual work arrangements, ensuring you have the balance needed to thrive personally and professionally.

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What benefits does American Express offer to their Portfolio Managers?

American Express offers a robust benefits package for Portfolio Managers, including competitive salaries, bonus incentives, retirement savings plan contributions, comprehensive health insurance options, and generous parental leave policies. Other benefits include access to wellness programs, financial coaching, and continuous career development support, helping you maintain a healthy work-life balance.

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Common Interview Questions for Portfolio Manager
Can you explain your approach to financial forecasting as a Portfolio Manager?

In your response, emphasize the importance of data analysis and trend identification in financial forecasting. Outline how you utilize historical data and collaborate with cross-functional teams to construct accurate and realistic forecasts that align with business goals.

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How do you handle competing priorities and tight deadlines?

When answering, highlight your organizational and time management skills. Provide an example of a challenging situation where you successfully prioritized tasks by assessing urgency and impact, showcasing your ability to meet crucial deadlines without compromising quality.

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Describe a time when you made a significant impact through financial analysis.

Share a specific example where your financial analysis led to a strategic decision or initiative. Discuss the methods you used for analysis, the insights you provided, and the tangible outcomes that resulted, underscoring your contributions to the organization’s success.

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What tools have you used for data analysis and reporting?

Discuss your proficiency with tools like Excel, Ariba, and Clarity, and highlight how you have leveraged these tools in past roles to provide actionable financial insights. Explain your approach to maintaining dashboards and reports that inform leadership decisions.

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How do you ensure accuracy in your financial reports?

Explain your meticulous attention to detail and the processes you implement for quality assurance in your financial reporting. Discuss your strategies for regular reviews and cross-checking information to minimize errors and maintain high standards.

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What is your experience with presenting financial information to leadership?

In your answer, share experiences where you've created and delivered presentations to leaders, focusing on how you tailored your messaging to different audiences. Emphasize your ability to distill complex financial data into clear insights that facilitate informed decision-making.

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How do you stay updated on financial regulations and trends?

Describe your proactive approach to professional development, such as attending workshops, webinars, or obtaining certifications. Mention resources you regularly consult to stay informed on changes in regulations and industry trends that may impact your work.

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

Articulate your interest in joining American Express by connecting the company’s values and mission with your personal career goals. Highlight the aspects of the role that resonate with you, such as the collaborative environment and the opportunity to lead impactful financial strategies.

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Give an example of a time when you improved a financial process.

Share a specific instance where you identified inefficiencies in a financial process and took the initiative to streamline it. Discuss the steps you took, the challenges you faced, and the positive results that ensued.

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How would you approach working with multiple Portfolio Managers?

Discuss your collaborative spirit and emphasize the importance of clear communication and teamwork in achieving shared goals. Provide an example of how you have successfully worked in a multi-manager environment to demonstrate your ability to manage relationships and foster cooperation.

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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 21, 2025

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