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Portfolio Managers I

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Job Description - Portfolio Managers I

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.


The Global Commercial Services (GCS) division of American Express is the global leader in the Commercial Payments Solutions space. We know our customers are busy and make it our mission is to help them get business done. We operate with a customer-focused attitude in absolutely everything that we do, delivering solutions to meet the unique needs of our clients.


Data File Enablement (DFE) Team is an exciting and fast-paced, entrepreneurial team delivering complex changes to existing client's corporate programs.


Responsibilities



  • Role involves implementation of Corporate Client Program and Global expense reports, in coordination with Account Development/Client Managers, Client Program Administrators, 3rd parties, Blue Box Technologies and Client’s technologies for Project Flamingo. This requires the successful candidate to be able to provide Consultation to corporate clients – on program build, onboard Program administrators data configuration and transmission procedures and protocols.

  • Client Issue Resolution: Provide outstanding customer issue resolution to Corporate Customer queries relating to program and expense/payment management. This requires customer centricity to understand each client need.

  • Ability to analyze external sources of information on Lexis Nexis, D&B, SOS, Cornerstone

  • Knowledge about the KYC processes in US, EMEA & APAC regions

  • Ability to work with the highest level of integrity when dealing with customers, employees, and shareholders.

  • Review all AmEx relationships at Obligor level and use SOS and other public tools as needed to verify legal entity.

  • Driving innovation and change by identifying trends and flagging opportunities for better customer experience.

  • Data analysis and presentation.

  • Interest in working with data, interpreting results, business intelligence.

  • Report/Dashboard creation and change management.

  • Consulting account managers for insights and recommendations.

  • Ability to think out of the box and bring continuous improvement to the process with innovative thinking and ideas


Factors to Success



  • Excellent written and verbal communication skills

  • Deep Operational knowledge of GCS organization, commercial client’s onboarding journey and platforms Knowledge of: CMCARS, CAS, GREG, GIDM, SFT, GCCP, GDR, Cornerstone, My Setups. ,CICARE, Cocas, Globestar, @Work, vPayment Admin,

  • Knowledge about languages like Python & SQL and tools like Dbeaver, Cornerstone etc.

  • Good solid understanding of all Corporate T&E and B2B AmEx products

  • Deep knowledge of AXP user access management policies.

  • Data Interpretation, visualization, and reporting.

  • Stakeholder and Client Management.

  • Proven ability to learn new skills in a technical environment.

  • Strong flexibility/adaptability to manage multiple tasks within stringent time frames while working with minimal direction.


Minimum Qualifications:


Qualifications - Internal


Bachelor's Degree with minimum 3+ years of analytical experience (will be preferred) in a Customer Servicing environment


Functional Skills –



  • A team player should possess the skills to work and support team members

  • Excellent communication skills both verbal and written - English


Enterprise Leadership Behaviors



  • Set the Agenda: Define What Winning Looks Like, Put Enterprise Thinking First, Lead with an External Perspective.

  • Bring Others with You: Build the Best Team, Seek & Provide Coaching Feedback, Make Teamwork Essential.

  • Do It the Right Way: Communicate Frequently, Candidly & Clearly, Make Decisions Quickly & Effectively, Live the Blue Box Values, Great Leadership Demands Courage.


Shift Timings


Hours of Operations – ability to work in flexible shifts in a 24-Hour environment.


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 

  • Support for financial-well-being and retirement 

  • Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location) 

  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 

  • Generous paid parental leave policies (depending on your location) 

  • 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


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.  


Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.

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