Business Analyst – Portfolio Management Platform
Apex Systems, Charlotte, NC, United States
Job #3030233
Position:
Business Analyst (Portfolio Management Platform)
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.
Key Responsibilities Requirements Elicitation & Analysis
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.
Agile / Scrum Delivery
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.
Data Mapping & Integration
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.
AI / Advanced Capabilities Collaboration
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.
Stakeholder Communication & Documentation
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.
Required Qualifications
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.
Apex Benefits Overview Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401(k) program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers an HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on‑demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
#J-18808-Ljbffr
Position:
Business Analyst (Portfolio Management Platform)
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.
Key Responsibilities Requirements Elicitation & Analysis
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.
Agile / Scrum Delivery
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.
Data Mapping & Integration
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.
AI / Advanced Capabilities Collaboration
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.
Stakeholder Communication & Documentation
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.
Required Qualifications
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.
Apex Benefits Overview Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401(k) program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers an HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on‑demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
#J-18808-Ljbffr