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Portfolio Manager - job 19 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

$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 career to the next level as a Portfolio Manager at American Express in Sandy, Utah? This is not just any role; it's an opportunity to join a team that values each individual's contributions and fosters a culture of growth and innovation. At American Express, we believe in empowering our colleagues to make impactful decisions every day. As a Portfolio Manager, you'll dive deep into financial planning and analysis, helping to steer the financial direction of our Production Management and Engineering organization. Imagine being at the center of critical discussions, using your financial insights to guide leadership towards data-driven decisions. You'll maintain dashboards that ensure accurate financial metrics reporting and create presentation materials that highlight key trends and outcomes. Your expertise in financial analysis will help the team navigate through complex data, pinpoint trends, and present clear insights. If you thrive in a collegial environment and enjoy tackling challenges, you’ll feel at home here. Plus, with your ability to communicate compellingly with various leadership levels, you’ll help bridge gaps and facilitate informed decision-making. With American Express, not only will you be recognized for your efforts, but you will also have access to a wealth of resources and professional development opportunities to ensure your skills stay sharp. Join us at American Express, where together we lead the way forward in delivering exceptional customer experiences!

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

In the role of Portfolio Manager at American Express, your primary responsibilities will revolve around supporting financial planning and management reporting. You'll be deeply involved in analyzing financial results, creating insightful dashboards, and preparing presentation materials for leadership. Your role will also include executing ad hoc analyses based on requests from leaders, ensuring that data-driven decision-making is at the forefront of our operations.

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What qualifications do I need to apply for the Portfolio Manager position at American Express?

To be considered for the Portfolio Manager role at American Express, applicants should possess a minimum of 5 years of finance experience or a similar background. Proficiency in Microsoft Excel is a must, along with familiarity with tools like Ariba and Clarity. Strong analytical and communication skills are essential to convey complex financial data clearly and concisely, tailoring messages for various audiences. An MBA or CPA is preferred, enhancing your eligibility.

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What kind of career growth opportunities are available for Portfolio Managers at American Express?

American Express is dedicated to the professional development of its employees, especially those in key roles like Portfolio Managers. You can expect opportunities to engage in ongoing training, participate in collaborative projects with talented colleagues, and stay at the forefront of industry trends. With access to the latest data tools and technologies, your career growth is supported through mentorship and exposure to diverse roles within the organization.

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

At American Express, the work-life balance of Portfolio Managers is paramount. The company promotes flexible working arrangements, including hybrid models that blend onsite collaboration with remote work. With benefits such as generous parental leave and wellness programs, American Express ensures that you can thrive both personally and professionally while fulfilling your responsibilities.

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

The salary range for a Portfolio Manager at American Express varies between $110,000 to $190,000 per year, along with bonus incentives and a comprehensive benefits package. This range considers your location, experience, and other relevant factors, ensuring competitive compensation for your important role within the organization.

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Common Interview Questions for Portfolio Manager
Can you explain your experience with financial analysis as a Portfolio Manager?

When answering this question, focus on specific examples from your previous roles where you performed financial analysis. Highlight any tools or methodologies you used, the outcomes of your analyses, and how your insights positively influenced decision-making. This demonstrates not only your technical skills but also your value as a team player.

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How do you ensure accurate financial reporting in your portfolio management?

In your response, discuss the processes you implement to maintain accuracy, such as regular audits, checks and balances, and your attention to detail. Mention tools you've utilized, like dashboards or analytical software, which help track financial metrics. Emphasize your commitment to delivering precise and timely reports.

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Describe a time you faced a financial challenge. How did you handle it?

Use the STAR method (Situation, Task, Action, Result) to structure your response. Provide context about the challenge, the steps you took to address it, what tools or data you utilized, and the positive outcome that resulted from your actions. This showcases your problem-solving skills and resilience.

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What financial tools and software are you proficient in for managing portfolios?

Mention all relevant financial software you've worked with, like Microsoft Excel, Ariba, and any other financial management tools. Be specific about how you've used these tools to streamline processes and enhance reporting, showcasing your technical aptitude.

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How do you prioritize tasks as a Portfolio Manager when facing competing deadlines?

Discuss your approach to prioritizing tasks, such as assessing urgency and impact, and using project management tools. Highlight any strategies you employ to keep stakeholders informed and manage expectations, emphasizing your ability to stay organized under pressure.

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What methods do you use to present financial data to leadership effectively?

Explain your strategy for tailoring presentations to different audiences. Discuss how you simplify complex data into clear visuals or summaries, ensuring key insights are conveyed. Illustrate this with examples of past presentations, emphasizing your communication skills.

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Can you provide an example of how your financial insights influenced a strategic decision?

Select a relevant example where your analysis directly impacted a decision-making process. Describe the data you analyzed, the insights you provided, and how those insights shaped the strategic decisions made. This showcases your influence and expertise.

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How do you stay current with trends in finance and technology?

Talk about the resources you leverage to keep informed, such as finance journals, industry reports, online courses, or professional groups. Highlight any recent trends you’ve identified and how you’ve applied them to your work, demonstrating your commitment to continuous learning.

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What is your approach to team collaboration and communication as a Portfolio Manager?

Emphasize your belief in open communication and collaboration within your team. Provide examples of how you've facilitated discussions, shared insights, and collaborated on projects to achieve common goals. This highlights your teamwork skills and leadership approach.

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

Your answer should reflect your understanding of American Express’s values and culture. Discuss how your skills align with the company's mission, your admiration for its commitment to customer experience, and your enthusiasm for contributing to a collaborative and innovative environment.

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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 16, 2025

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