CrawlJobs Logo

Business Analyst – Portfolio Management Platform

United States, Charlotte, NC 45.63 - 49.00 USD / Hour · Job Posted April 23, 2026
Apply Position
Job Link Share

Job Description

Job Description: Apex Systems is currently hiring for a Business Analyst (Portfolio Management Platform) with one of our large Banking clients. Location: Hybrid – CHARLOTTE, NC; IRVING, TX. Onsite expectation: 3 days onsite per week. Pay range: $45.63 - $49/HR. Contract Length: 12 months. Note: We are unable to consider C2C or third-party submissions. Role Summary: Seeking an experienced Business Analyst (Contractor) to support the ongoing development and enhancement of a Portfolio Management (PM) platform within Commercial Banking. This role is focused on requirements gathering, user story development, data mapping, and agile delivery execution, working closely with business stakeholders, product owners, technology teams, and data/AI partners. The PM platform includes both traditional workflow and AI enabled components, so the ideal candidate will have strong core BA skills along with a working understanding of AI concepts to effectively collaborate with AI and engineering teams.

Job Responsibility

  • Lead requirements gathering activities with business users, product owners, and subject matter experts, including interviews and working sessions
  • Elicit, analyze, document, and validate functional and non functional requirements
  • Translate business needs into clear, structured requirements that support scalable platform design
  • Ensure requirements align with Commercial Banking credit and portfolio management processes
  • Translate requirements into well defined user stories, features, and acceptance criteria
  • Partner with Product Owners to maintain and refine the backlog
  • Participate actively in scrum ceremonies including backlog grooming, sprint planning, stand ups, reviews, and retrospectives
  • Collaborate with development teams to clarify requirements, answer questions, and support sprint execution
  • Support UAT planning, execution, defect triage, and validation
  • Perform data mapping (source to target) across systems supporting the PM platform
  • Document data definitions, transformations, and business rules
  • Partner with data, engineering, and upstream/downstream system teams to validate data flows and data quality
  • Support requirements related to integrations, APIs, and reporting where applicable
  • Work with AI, analytics, and engineering teams to define requirements for AI enabled features (e.g., agent assisted workflows, recommendations, insights)
  • Translate business needs into requirements consumable by AI and data science teams
  • Understand high level AI concepts (e.g., AI agents, model inputs/outputs, human in the loop workflows) to support effective requirement definition and validation
  • Help ensure AI features are usable, explainable, and aligned to business workflows
  • Serve as a key liaison between business, product, and technology teams
  • Document decisions, assumptions, dependencies, risks, and open questions
  • Maintain clear, organized documentation for requirements, data mappings, and delivery artifacts

Requirements

  • 5+ years of experience as a Business Analyst supporting technology or platform initiatives
  • Strong experience in requirements elicitation, documentation, and validation
  • Proven ability to write high quality user stories and acceptance criteria
  • Hands on experience working within Agile/Scrum teams
  • Experience with data mapping, data analysis, and integration requirements
  • Strong analytical, organizational, and communication skills
  • Experience using tools such as JIRA, Confluence, or similar agile delivery tools

What we offer

  • Medical
  • Dental
  • Vision
  • Life
  • Disability
  • ESPP (employee stock purchase program)
  • 401K program with company match after 12 months of tenure
  • HSA (Health Savings Account on the HDHP plan)
  • SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
  • Corporate discount savings program
  • On-demand training program
  • Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure
  • Certification discounts to CompTIA and IIBA

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Business Analyst – Portfolio Management Platform

8 matching positions

Business Analyst – Portfolio Management Platform

Apex Systems is currently hiring for a Business Analyst (Portfolio Management Pl...
Location
Location
United States , Charlotte, NC; Irving, TX
Salary
Salary:
45.63 - 49.00 USD / Hour
apexsystems.com Logo
Apex Systems
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience as a Business Analyst supporting technology or platform initiatives
  • Strong experience in requirements elicitation, documentation, and validation
  • Proven ability to write high quality user stories and acceptance criteria
  • Hands on experience working within Agile/Scrum teams
  • Experience with data mapping, data analysis, and integration requirements
  • Strong analytical, organizational, and communication skills
  • Experience using tools such as JIRA, Confluence, or similar agile delivery tools
Job Responsibility
Job Responsibility
  • Lead requirements gathering activities with business users, product owners, and subject matter experts
  • Elicit, analyze, document, and validate functional and non functional requirements
  • Translate business needs into clear, structured requirements that support scalable platform design
  • Ensure requirements align with Commercial Banking credit and portfolio management processes
  • Translate requirements into well defined user stories, features, and acceptance criteria
  • Partner with Product Owners to maintain and refine the backlog
  • Participate actively in scrum ceremonies
  • Collaborate with development teams to clarify requirements, answer questions, and support sprint execution
  • Support UAT planning, execution, defect triage, and validation
  • Perform data mapping (source to target) across systems supporting the PM platform
What we offer
What we offer
  • Medical
  • Dental
  • Vision
  • Life
  • Disability
  • ESPP (employee stock purchase program)
  • 401K program with company match after 12 months
  • HSA (Health Savings Account on the HDHP plan)
  • SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
  • Corporate discount savings program
  • Fulltime
Read More
Arrow Right

Business Analyst – Wealth Management

The InvestNet program at KeyBank is a multi‑year wealth‑management modernization...
Location
Location
United States , Cleveland, OH; Albany, NY; Buffalo, NY; Brooklyn, OH
Salary
Salary:
65.00 - 69.00 USD / Hour
apexsystems.com Logo
Apex Systems
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong core Business Analyst experience, including gap analysis, requirements documentation, and process flow creation
  • Proven ability to operate in ambiguity, multitask effectively, and proactively solve problems
  • Wealth management domain expertise, with familiarity across wealth products, platforms, or advisor‑facing systems
  • Experience working in Agile environments, including hands‑on use of tools such as Jira
  • Excellent communication and stakeholder management skills, with the ability to work across business and technology teams
Job Responsibility
Job Responsibility
  • Elicit, analyze, and document functional and non‑functional requirements across front‑to‑back office wealth processes, including proposals, portfolio management, billing, reporting, and advisor workflows
  • Translate high‑level business problems into clear, actionable requirements for technology and delivery teams
  • Perform current‑state vs. future‑state gap analysis, ensuring no critical advisor or client capabilities regress during the InvestNet migration
  • Clearly document current and future state workflows, processes, and system interactions
  • Own and manage requirements throughout the full SDLC, from discovery through delivery
  • Partner closely with business stakeholders, product owners, and technology teams to drive clarity and alignment
  • Support Agile delivery by creating and managing user stories, acceptance criteria, and backlog items
What we offer
What we offer
  • medical
  • dental
  • vision
  • life
  • disability
  • other insurance plans
  • ESPP (employee stock purchase program)
  • 401K program with company match after 12 months
  • HSA (Health Savings Account on the HDHP plan)
  • SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
  • Fulltime
Read More
Arrow Right

Senior Business Analyst - VP

Embark on a transformative journey as a Senior Business Analyst - VP. At Barclay...
Location
Location
United States , Whippany
Salary
Salary:
155000.00 - 225000.00 USD / Year
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven ability to translate business and operational needs into clear, structured requirements, supported by analysis and solution design capabilities
  • Experience across the full project lifecycle, with working knowledge of both Agile (Scrum, Kanban) and Waterfall delivery methodologies
  • Solid understanding of the payments industry, including key payment technologies and digital channel ecosystems
  • Considerable analytical and stakeholder engagement skills, with the ability to use effective questioning techniques to uncover, assess, and address underlying business needs
  • Working knowledge of risk management frameworks, control environments, and policy standards, with practical experience using delivery and collaboration tools such as JIRA and Confluence
  • Experience in financial services with exposure to payments domain, including ACH and ISO messaging from a client origination perspective
  • Solid understanding of APIs, cloud platforms, and exposure to mobile technologies supporting digital banking solutions
  • Ample knowledge of data integration concepts, including API-led connectivity and data exchange mechanisms
  • Familiarity with cloud-based applications and platforms, enabling scalable and secure solution delivery
Job Responsibility
Job Responsibility
  • Support the strategic roadmap, requirements definition, and delivery execution of the digital channels platform portfolio
  • Act as a critical link between business stakeholders and technology teams
  • Translate business needs into clear, actionable requirements that drive the development of innovative digital solutions
  • Identification and analysis of business problems and client requirements that require change within the organisation
  • Development of business requirements that will address business problems and opportunities
  • Collaboration with stakeholders to ensure that proposed solutions meet their needs and expectations
  • Support the creation of business cases that justify investment in proposed solutions
  • Conduct feasibility studies to determine the viability of proposed solutions
  • Support the creation of reports on project progress to ensure proposed solutions are delivered on time and within budget
  • Creation of operational design and process design to ensure that proposed solutions are delivered within the agreed scope
What we offer
What we offer
  • Medical, dental and vision coverage
  • 401(k)
  • Life insurance
  • Other paid leave for qualifying circumstances
  • Incentive award
  • Fulltime
Read More
Arrow Right
New

Business Analyst (Digital Engineering)

A Business Analyst in our Investment Systems team will design technology solutio...
Location
Location
Bulgaria
Salary
Salary:
Not provided
coherentsolutions.com Logo
Coherent Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years of experience as a Business Analyst
  • Deep understanding of investment products, portfolios, asset classes and their structures, especially CMLs, RMLs and private securities, their data elements, and their representation in accounting (especially PAM) and investment (especially Aladdin and Bloomberg) systems
  • Experience with financial systems, trading platforms, and portfolio management tools, especially experience with PAM and Aladdin
  • Strong understanding of technology stacks used in investment management, operations, and accounting
  • Understanding of investment workflows, processes, and regulatory requirements is desired
  • Familiarity with investment management concepts and financial markets is desired
  • Proficiency in SQL, JSON
  • Good understanding of Python, cloud concepts and services
  • Knowledge of system design principles and best practices
  • Knowledge of security standards and compliance regulations related to financial services preferred
Job Responsibility
Job Responsibility
  • Collaborate closely with business stakeholders to gather, analyze, and document requirements for data synchronization and reconciliation across various asset types
  • Define synchronization and reconciliation requirements, including scope, schedules, datasets, filters, data elements, and business rules
  • Perform gap analysis to identify missing data elements and inconsistencies in existing solutions
  • Analyze business processes and translate business needs into clear functional requirements and technical specifications
  • Work with cross-functional teams to ensure proposed solutions meet business and technical objectives
  • Maintain comprehensive documentation for requirements, data mappings, and reconciliation logic
What we offer
What we offer
  • Technical and non-technical training for professional and personal growth
  • Internal conferences and meetups to learn from industry experts
  • Support and mentorship from an experienced employee to help you professional grow and development
  • Health insurance
  • Sports activities to promote a healthy lifestyle
  • Flexible work options, including remote and hybrid opportunities
  • Referral program for bringing in new talent
  • Work anniversary program and additional vacation days
Read More
Arrow Right

Servicenow Business Analyst

We are looking for a ServiceNow Business Analyst to support business and technol...
Location
Location
United States , Worthington
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5 years of experience in business analysis with significant exposure to the ServiceNow platform
  • Practical background supporting ServiceNow implementations, platform enhancements, or ongoing administration
  • Working knowledge of ServiceNow modules, including Strategic Portfolio Management, with additional module experience considered beneficial
  • Understanding of ServiceNow delivery approaches, platform standards, and configuration best practices
  • Strong analytical and documentation skills with the ability to turn business needs into clear functional solutions
  • Effective communication and stakeholder management skills across technical and non-technical audiences
  • Experience working in Agile Scrum or other iterative software delivery environments
  • Ability to balance multiple priorities and collaborate effectively in a fast-paced setting
Job Responsibility
Job Responsibility
  • Engage with business partners and project teams to capture needs, clarify objectives, and produce well-structured functional and technical requirements for ServiceNow work
  • Review existing workflows and operating procedures to uncover opportunities for process improvement, automation, and a better end-user experience through the platform
  • Convert business goals into detailed specifications and work closely with developers and administrators to deliver effective, scalable solutions
  • Support the configuration of ServiceNow applications, forms, workflows, and integrations with an emphasis on best practices and sustainable design
  • Assess data needs related to reporting, integrations, implementations, and migration activities to help ensure reliable solution delivery
  • Create and update process documents, user instructions, and training resources while assisting end users with adoption and knowledge transfer
  • Monitor new platform features and module capabilities, recommending enhancements that increase efficiency and business value
  • Contribute to Agile delivery efforts by partnering with cross-functional teams, participating in planning activities, and helping drive successful project execution
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
  • Fulltime
Read More
Arrow Right

ServiceNow Business Analyst

We are looking for a ServiceNow Business Analyst to support business and technol...
Location
Location
United States , Worthington
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5 years of experience in business analysis with significant exposure to the ServiceNow platform
  • Practical background supporting ServiceNow implementations, platform enhancements, or ongoing administration
  • Working knowledge of ServiceNow modules, including Strategic Portfolio Management, with additional module experience considered beneficial
  • Understanding of ServiceNow delivery approaches, platform standards, and configuration best practices
  • Strong analytical and documentation skills with the ability to turn business needs into clear functional solutions
  • Effective communication and stakeholder management skills across technical and non-technical audiences
  • Experience working in Agile Scrum or other iterative software delivery environments
  • Ability to balance multiple priorities and collaborate effectively in a fast-paced setting
Job Responsibility
Job Responsibility
  • Engage with business partners and project teams to capture needs, clarify objectives, and produce well-structured functional and technical requirements for ServiceNow work
  • Review existing workflows and operating procedures to uncover opportunities for process improvement, automation, and a better end-user experience through the platform
  • Convert business goals into detailed specifications and work closely with developers and administrators to deliver effective, scalable solutions
  • Support the configuration of ServiceNow applications, forms, workflows, and integrations with an emphasis on best practices and sustainable design
  • Assess data needs related to reporting, integrations, implementations, and migration activities to help ensure reliable solution delivery
  • Create and update process documents, user instructions, and training resources while assisting end users with adoption and knowledge transfer
  • Monitor new platform features and module capabilities, recommending enhancements that increase efficiency and business value
  • Contribute to Agile delivery efforts by partnering with cross-functional teams, participating in planning activities, and helping drive successful project execution
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Business Analyst

We are seeking a highly accomplished and multi-faceted Senior Business Analyst f...
Location
Location
Canada , Brampton
Salary
Salary:
79.15 - 86.03 USD / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
August 20, 2026
Flip Icon
Requirements
Requirements
  • Undergraduate degree in Information Technology Management, Business Management, or a related quantitative field
  • Minimum of 5 years of progressive, work-related experience operating as a Technical Business Analyst handling enterprise requirements gathering, process mapping, and data documentation
  • Active Certified Business Analysis Professional (CBAP) designation in good standing with the International Institute of Business Analysis (IIBA)
  • Proven hands-on experience supporting or administering specialized service management platforms, with explicit focus on Configuration Management Database (CMDB) environments and Enterprise Architecture (EA) components
  • Deep understanding of structured ITIL processes and IT Service Management (ITSM) operational frameworks
  • Highly proficient utilizing SQL or relational data querying tools to compile database analyses and interface reports
  • Demonstrated background in technical troubleshooting, backend diagnostics, and analyzing integrations for enterprise software
Job Responsibility
Job Responsibility
  • Conduct structured requirement gathering workshops with multi-disciplinary stakeholders to elicit complex operational needs
  • Author detailed Business Requirements Documents (BRDs), Functional Specification Documents (FSDs), and technical user stories in strict alignment with enterprise standards
  • Construct clear process maps, functional workflow diagrams, and comprehensive data flow documentation to illustrate current-state and target-state landscapes
  • Perform meticulous gap, dependency, and impact analyses to evaluate proposed technical changes across business units
  • Facilitate deep-dive discovery sessions to analyze legacy application architectures (including MS Access, VB6, PHP, and .NET configurations) and trace their ecosystem dependencies
  • Define and recommend technical migration strategies—such as retiring, re-platforming, or rebuilding—based on commercial feasibility and strict business value modeling
  • Provide daily functional and technical administration support for core enterprise service platform modules, specifically Configuration Management Databases (CMDB), Enterprise Architecture (EA), and Application Portfolio Management (APM)
  • Coordinate platform configuration and enhancement requests, ensuring all structural modifications align with established governance models and platform best practices
  • Partner with technical developers and platform owners to design, review, and test complex platform integrations and data schemas
  • Maintain highly accurate system documentation detailing custom configurations, specific code scripts, and automated validation workflows
What we offer
What we offer
  • Digital Transformation Leadership: Lead high-visibility legacy modernization strategies, converting outdated tech stacks into modern web and platform architectures
  • Specialized Enterprise Platform Depth: Advance your professional portfolio with hands-on architectural and functional ownership of advanced enterprise platform modules, including CMDB, EA, and APM
  • Strategic Roadmap Design: Shape long-term corporate blueprints by executing deep-dive gap analyses, application rationalization, and capability modeling
  • Hybrid Work Flexibility: Maintain an excellent work-life balance through a structured schedule combining active onsite teamwork with remote delivery
Read More
Arrow Right

Business Analyst

We are looking for a Business Analyst to support cross-functional initiatives in...
Location
Location
United States , Columbia
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Business Administration, Information Systems, Computer Science, Healthcare Administration, or a related discipline, or equivalent relevant experience
  • At least 3 years of experience in business analysis, product ownership, or a similar role focused on requirements definition, project scoping, and stakeholder engagement
  • Proven ability to convert business objectives into detailed, actionable specifications for technical teams
  • Strong written and verbal communication skills with the ability to work effectively with both technical and non-technical audiences
  • Experience facilitating discovery sessions, planning workshops, and cross-functional meetings
  • Proficiency with documentation platforms, project tracking tools, and Microsoft Office applications
Job Responsibility
Job Responsibility
  • Lead discovery meetings with stakeholders from pharmacy, finance, billing, clinical operations, communications, compliance, and IT to capture and confirm business and technical needs
  • Shape project plans by outlining objectives, deliverables, dependencies, timelines, and success measures before work begins
  • Manage the intake process for new requests entering the Business Intelligence team, ensuring each item is clearly defined and ready for technical review
  • Build productive relationships with sponsors, department leaders, and executives by providing updates, clarifying changes, and aligning expectations throughout each project
  • Monitor active initiatives against agreed scope and schedule, highlighting risks, barriers, and key decisions to stakeholders and leadership
  • Support portfolio prioritization by evaluating business impact and effort for incoming work and helping maintain an accurate project inventory
  • Create and maintain clear project records such as requirements documents, acceptance criteria, scope summaries, and post-launch documentation
  • Coordinate across departments to identify overlapping needs, manage shared dependencies, and reduce duplicated work across teams
  • Recommend improvements to intake, requirements, and delivery practices by identifying recurring gaps, rework, and inefficiencies
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • Company 401(k) plan
  • Free online training
Read More
Arrow Right