Portfolio Managers I

American Express
Gurugram
Workplace: HybridFull timeFunction: Capital Markets, Trading & QuantExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Stakeholder management","Client management","Data interpretation","Adaptability","Teamwork","Learning agility"]

Own client issue resolution for Corporate expense management file workflows, partnering with global commercial clients to ensure data is transmitted accurately and compliantly. Project manage corporate client onboarding related to global expense reports and coordinate with internal teams and third parties to support implementations. Use strong data analysis and presentation skills to provide insights, recommendations, and consultancy to client stakeholders, working flexible shifts and with minimal supervision.

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FursaFursa
American Express
American Express
2 days ago

Portfolio Managers I

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Last checked: 4 hours agoStatus: Live

Job Summary

Own client issue resolution for Corporate expense management file workflows, partnering with global commercial clients to ensure data is transmitted accurately and compliantly. Project manage corporate client onboarding related to global expense reports and coordinate with internal teams and third parties to support implementations. Use strong data analysis and presentation skills to provide insights, recommendations, and consultancy to client stakeholders, working flexible shifts and with minimal supervision.
Location: Gurugram
Workplace: Hybrid
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Provide customer issue resolution for Corporate expense management file queries, ensuring a customer-centric approach.
  • •Project manage implementation of Corporate Client Global expense reports with coordination across internal teams, 3rd parties, and client-side technology teams.
  • •Consult corporate clients on transmission procedures/protocols and interpret templates/files to ensure efficient data transmission.
  • •Perform data analysis and presentation to support insights and recommendations.
  • •Support onboarding and ongoing coordination work within the client hierarchy (e.g., client program administration and related departmental/administrative tasks).

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability BenefitsRetirementParental LeaveHybrid WorkLearning Budget

Key Requirements

  • •2+ years of analytical experience in a Telephone Servicing/Customer Servicing environment with global clients.
  • •Strong verbal and written communication skills.
  • •Prior experience with MS Office (PowerPoint, Excel, Access).
  • •Ability to interpret, visualize, and report data.
  • •Stakeholder/client management skills and flexibility to manage multiple tasks in stringent time frames with minimal supervision.
Experience:2+ years
Education:Bachelor's
Skills:CommunicationStakeholder managementClient managementData interpretationAdaptabilityTeamworkLearning agility
Tech Stack:MS OfficePowerPointExcelAccessBlue Box Technologies

Company Brief

American Express
Provides global payment, credit, and travel-related financial services for consumers and businesses. Best known for its charge and credit cards, merchant payment network, and premium customer rewards and servicing.
Industry: Payments
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York City, United States
Founded: 1850
WebsiteLinkedIn