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Business Analyst – Portfolio Management Platform

United States, Charlotte, NC 45.63 - 49.00 USD / Hour · Job Posted April 23, 2026
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Job Description

Apex Systems is currently hiring for a Business Analyst (Portfolio Management Platform) with one of our large Banking clients.

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
  • 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
  • Work with AI, analytics, and engineering teams to define requirements for AI enabled features
  • Translate business needs into requirements consumable by AI and data science teams
  • Understand high level AI concepts 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
  • 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 technical/leadership courses/books/seminars after 6 months
  • Certification discounts
  • Career Coach

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