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Portfolio Manager - job 8 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 American Express as a Portfolio Manager in Sandy, Utah, and take the lead in navigating the financial landscape of our Production Management and Engineering organization. Here, you will find an environment that is vibrant and adaptive, where your contributions truly matter and you are surrounded by fellow innovators. You’ll be at the forefront of financial planning and results analysis, delivering key insights that help steer our strategic decisions in technology investment and operations. Your analytical skills will shine as you maintain dashboards and prepare presentation materials that distill complex financial data into clear and actionable insights. We believe in professional growth, so you’ll have opportunities to enhance your skills and apply your expertise with cutting-edge financial tools. If you have a solid background in finance, a knack for problem-solving, and excellent communication abilities, we’d love to have you on our talented team. At American Express, a diverse and supportive community awaits you, one that values your unique journey in both your personal and professional life. Let’s grow, innovate, and win together!

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 will be responsible for financial planning, results analysis, and management reporting for the Production Management and Engineering organization. Your role will involve performing in-depth financial analysis, maintaining accurate dashboards, and preparing presentation materials for leadership discussions. You'll also support strategic decision-making by identifying financial trends and executing ad hoc analyses. Your contributions will directly influence the operational direction of the company.

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What qualifications are needed to apply for the Portfolio Manager position at American Express?

To qualify for the Portfolio Manager position at American Express, you should have a minimum of 5 years of relevant finance experience. Proficiency in Microsoft Excel and familiarity with financial tools like Ariba, Clarity, and VPM are essential. Strong problem-solving and analytical skills are key, along with excellent communication abilities that allow you to present complex data clearly to various levels of leadership. An MBA or CPA is preferred, along with experience in financial metrics and cost drivers.

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How does American Express support the professional development of a Portfolio Manager?

American Express highly values professional development for its Portfolio Managers. You're encouraged to invest time in enhancing your skills through dedicated training opportunities, access to open source projects, and collaboration with talented engineers. The company supports ongoing education and development, ensuring that you stay updated on the latest financial strategies and technologies in the rapidly evolving tech landscape.

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What benefits can a Portfolio Manager expect at American Express?

As a Portfolio Manager at American Express, you can expect a competitive salary range from $110,000 to $190,000 annually, along with bonus incentives and comprehensive benefits. These benefits include medical, dental, and vision coverage, a retirement savings plan with company match, paid parental leave, and access to wellness centers. American Express is committed to your holistic well-being and offers counseling support through programs that prioritize both physical and mental health.

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What does a typical work environment look like for a Portfolio Manager at American Express?

The work environment for a Portfolio Manager at American Express is dynamic and collaborative. You’ll join a diverse tech team that values inclusivity and innovation. Depending on the role and business needs, you might work onsite, in a hybrid model, or fully virtually. The company prioritizes preserving their unique in-person culture while offering flexibility to support work-life balance. It's a space where your voice is heard, allowing you to contribute effectively to team goals.

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

In answering this question, highlight any relevant projects where you've managed financial forecasts. Discuss the methodologies and tools you used, such as Excel or other financial software. Be specific about the impact of your forecasts on strategic decisions.

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How do you prioritize multiple competing financial projects?

This is a great opportunity to showcase your organizational skills. Discuss your approach to assessing project urgency and importance, how you communicate with stakeholders, and methods you use for time management to ensure deadlines are met.

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What financial analysis tools have you used in your previous roles?

When answering, mention specific tools like Ariba, Clarity, or VPM that you have used. Highlight how you leveraged these tools to derive insights and drive decisions, demonstrating your technical competence.

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

In your response, provide examples of past experiences where you successfully communicated complex data. Emphasize the importance of tailoring your message to fit the audience and using visual aids or simplified language to enhance understanding.

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Describe a time when you identified a trend in financial data that impacted decision-making.

Share a specific instance where your analysis led to key insights. Explain how you identified the trend, what actions were taken as a result, and the outcome of those decisions, highlighting your analytical skills.

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What is your understanding of P&Ls and their importance in financial management?

Discuss your familiarity with profit and loss statements, detailing how they reflect an organization's financial health. Explain how understanding P&Ls aids in decision-making regarding budgeting and financial strategies.

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Give an example of how you handled a financial discrepancy.

Provide a concrete example detailing the situation, how you approached resolving the issue, and the final outcome. Highlight your analytical skills and attention to detail in discovering and correcting the discrepancy.

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What strategies do you use to stay updated on industry financial trends?

Mention various strategies such as attending workshops, subscribing to financial publications, or engaging with professional networks. Highlight how staying informed helps you make better financial decisions.

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How do you ensure accuracy in your financial reports?

Explain your process for double-checking data, using software tools for accuracy verification, and any collaborative checks with team members to ensure reports are reliable and error-free.

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What role do you believe creativity plays in financial management?

Discuss the importance of creativity in problem-solving, particularly in financial forecasting and resource allocation. Share an example of a creative approach you've taken in reconsidering traditional financial practices.

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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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