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Portfolio Manager - job 14 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
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What You Should Know About Portfolio Manager, American Express

Are you ready to take on an exciting role as a Portfolio Manager with American Express in Sandy, Utah? Here at Team Amex, we are all about empowering our people and driving meaningful progress for both our team and our customers. As a Portfolio Manager, you will be at the forefront of financial planning and analysis, collaborating with talented engineers and leaders to provide critical financial insights that guide strategic decisions. Imagine diving deep into financial reports, analyzing trends, and presenting your findings to help shape the direction of our organization. Your expertise will be essential as you maintain key financial metrics dashboards and support management reporting for Tech Investment and Software Capitalization. The best part? You will have the freedom to navigate innovative solutions and enhance financial processes utilizing the latest data tools. We value a diverse skill set, so we hope you've got strong analytical capabilities, robust communication skills, and the ability to synthesize complex financial data into actionable insights. American Express is committed to your growth, offering ongoing development opportunities and a culture where all voices matter. Plus, our benefits are designed to support not just your work life, but your holistic well-being too. So if you're excited about driving impactful decisions and creating your career in a vibrant, supportive environment, then we want you on Team Amex as our Portfolio Manager!

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

As a Portfolio Manager at American Express, you will have a diverse set of responsibilities including overseeing financial planning, performing in-depth financial analysis, and supporting management reporting for various tech-related divisions. You will also prepare insightful presentation materials for leadership, maintain key financial dashboards, and assist with ad hoc analyses as required.

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What qualifications are necessary to be a successful Portfolio Manager at American Express?

To thrive as a Portfolio Manager at American Express, candidates should ideally possess a minimum of 5 years of finance experience, proficiency in Microsoft Excel, and familiarity with financial tools like Ariba and Clarity. Strong analytical, communication, and problem-solving skills are essential, as are the abilities to synthesize complex data and manage competing priorities effectively.

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How does American Express support professional development for Portfolio Managers?

American Express is dedicated to the continuous growth of its Portfolio Managers by providing dedicated time for skill enhancement, access to career development opportunities, and an inclusive environment that encourages innovation and learning. This commitment ensures that you can keep your skills fresh and make significant contributions.

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What tools and technologies will a Portfolio Manager at American Express use?

As a Portfolio Manager, you will mainly utilize tools within the Microsoft suite, particularly Excel for financial analysis, along with specialized software like PMDB and VPM for budgeting and forecasting tasks. You will also have the opportunity to explore and adopt the latest data analysis tools to support your decision-making processes.

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What benefits does American Express offer for this Portfolio Manager role?

The benefits for the Portfolio Manager role at American Express include competitive salary packages, bonus incentives, comprehensive health benefits, retirement savings matching, flexible work arrangements, extensive parental leave, and opportunities for financial coaching. These benefits ensure that employees are fully supported in both their professional and personal wellness.

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

In your answer, focus on specific tools and methodologies you've utilized for financial analysis. Highlight specific projects where your insights led to better decision-making. Be sure to connect your experience back to the role of Portfolio Manager at American Express.

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How do you approach prioritizing competing financial tasks?

Explain your strategy for prioritizing tasks based on deadlines, importance, and impact on the business. Use examples from past experiences where you successfully managed multiple responsibilities while meeting critical deadlines, showcasing how these skills can translate into the Portfolio Manager role.

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What strategies do you use to communicate financial insights to non-financial stakeholders?

Discuss your experience tailoring financial information to different audiences, focusing on clear, concise communication. You can mention any specific tools or methods you've used to present complex data effectively.

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Can you share an example of a time you identified a financial trend that impacted strategy?

Outline a specific scenario where your analytical skills allowed you to identify a financial trend, what action you recommended, and how it influenced business decisions. Relate it back to how such insights would be valuable as a Portfolio Manager.

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How do you maintain accuracy in financial reporting?

Detail your processes for ensuring accuracy, such as regular audits, double-checking data, and utilizing effective reporting tools. Emphasize how your attention to detail would be an asset in the Portfolio Manager position.

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What is your experience with financial forecasting methodologies?

Discuss the forecasting methods you have employed in previous roles. Provide examples of how accurate forecasting has benefited the organization and how you would apply these practices at American Express.

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How do you ensure that you stay updated with industry trends and financial tools?

Talk about your commitment to professional development, mention specific resources you use, such as industry publications, online courses, or networking opportunities, and how this knowledge can benefit your role as a Portfolio Manager.

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Describe a challenging financial situation and how you resolved it.

Provide a detailed example of a complex financial problem you faced, your approach to analyzing the situation, and the solution you implemented. Relate your problem-solving approach back to the expectations of a Portfolio Manager.

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What do you think are the key financial metrics for evaluating a company's performance?

Discuss the financial metrics you believe are most critical, such as ROI, profit margins, or cash flow. Explain why these metrics matter and how they align with the responsibilities of a Portfolio Manager at American Express.

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How do you handle feedback from leadership regarding financial reports?

Share your approach to receiving and acting on feedback, stressing your ability to remain receptive to constructive criticism and make necessary adjustments to improve financial reporting and analyses.

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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 18, 2025

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