Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Business Analyst (Portfolio Management Platform)

Experis

Business Analyst (Portfolio Management Platform)

Our client, a leading organization in the financial services industry, is seeking a Business Analyst (Portfolio Management Platform) to join their team. As a Business Analyst (Portfolio Management Platform), you will be part of the Business Execution support team. The ideal candidate will demonstrate strong analytical skills, excellent communication, and a collaborative mindset, which will align successfully in the organization.

Location: Charlotte, NC

What's the Job?
  • 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
  • Participate actively in Agile/Scrum ceremonies such as backlog grooming, sprint planning, and reviews
  • Collaborate with development teams to clarify requirements, support sprint execution, and assist in UAT planning and validation
What's Needed?
  • 5+ years of experience supporting technology or platform initiatives as a Business Analyst
  • 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 using tools such as JIRA and Confluence
  • Experience with data mapping, data analysis, and system integration requirements
What's in it for me?
  • Opportunity to work on innovative AI-enabled platform enhancements
  • Engagement with a dynamic and collaborative team environment
  • Chance to develop your skills in requirements analysis and Agile delivery methodologies
  • Work in a supportive organization committed to diversity and inclusion
  • Potential for ongoing professional growth and development
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Business Analyst (Portfolio Management Platform) in Charlotte, NC vacancy
  •  ...Business Analyst - Portfolio Management Platform Our client, a leading financial services organization, is seeking a Business Analyst - Portfolio Management Platform to join their team. As a Business Analyst - Portfolio Management Platform, you will be part of the... 
    Platform
    Weekly pay
    Temporary work
    Flexible hours

    Experis

    Charlotte, NC
    3 days ago
  •  ...Senior Business Analyst - Capital Markets Job Level: Director Job Function: Change Management Location: Charlotte, NC, US Employment Type: Full Time Role Description We are...  ...about improving operational workflows and platform capabilities, detail oriented, and have... 
    Platform
    Full time
    Work at office
    Local area
    Work from home

    Smbc Global Foundation Inc

    Charlotte, NC
    21 hours ago
  •  ...Data Business Analyst Charlotte, North Carolina, United States At Northmarq, you can be...  ...investment sales, loan servicing, and fund management. We offer you a career path with best-...  ...skills to support our national platform in our Charlotte, NC office. This role... 
    Platform
    Start working today
    Work at office
    Immediate start
    Flexible hours

    NorthMarq

    Charlotte, NC
    2 days ago
  •  ...Asset Management Analyst Quarterra is a real estate investment firm focused...  ...expansion of its Emblem portfolio - a growing collection of...  ...and monitor property-level business plans designed to maximize...  ...utilizing business intelligence platforms. Collaborate with... 
    Platform
    Work at office
    Local area

    Quarterra

    Charlotte, NC
    2 days ago
  •  ...Analyst - SPAR Business Partner - Private Wealth Charlotte We are global...  ...Leveraging the power of our platform and our peerless...  ...As part of StepStone's Portfolio Analytics and Reporting (SPAR...  ...verbal skills Excellent time management and organizational skills;... 
    Platform
    Work experience placement
    Internship

    StepStone Group

    Charlotte, NC
    19 days ago
  • $52.1 - $60.1 per hour

    Genesis10 is currently seeking a Business Support Manager / Financial Analyst for a contract position with a Global Financial Institution located in Charlotte...  ...of experience, on average.) ~ Behavioral Health Platform ~ Medical, Dental, Vision ~ Health Savings... 
    Platform
    Hourly pay
    Permanent employment
    Contract work

    Genesis10

    Charlotte, NC
    2 days ago
  • $225k - $250k

     .... Helping the customers and businesses we serve to make better and...  ...Group (ICG) is the relationship-management team that serves our largest...  ...U.S. Bank's robust portfolio of payments assets. ~ Deep...  ...management. ~ Proficiency with CRM platforms and prospecting tools. ~... 
    Platform
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours
    3 days per week

    U.S. Bank

    Charlotte, NC
    5 days ago
  • $161.09k - $268.42k

     ...enterprise execution of centrally managed advisory and overlay platforms (Overlay Trading, Tax Overlay, Direct...  ...workstreams across the Overlay Portfolio Management Group through standardization...  ...have the flexibility to choose the business model, services, and technology... 
    Platform
    Work from home

    LPL Financial

    Charlotte, NC
    1 day ago
  •  ...Business Development Executive Our not-so-secret sauce. Award-winning, inclusive,...  ...part of a broader Marsh McLennan Agency platform and is seeking candidates for the Private...  ...while cultivating and handling a large portfolio of potential accounts aiming to meet personal... 
    Platform
    Local area
    Night shift

    Marsh & McLennan

    Charlotte, NC
    5 days ago
  •  ...Seeking a contractor to support document management and records compliance initiatives,...  ...document management, records management, business operations, or risk Experience with UAT...  ...tools Familiarity with document/records platforms (e.g., Documentum, FileNet) Strong Excel... 
    Platform
    Contract work
    For contractors

    ManpowerGroup Global, Inc.

    Charlotte, NC
    21 hours ago
  • $70k - $100k

     ...point in the future.* The Senior Business Analyst serves as a liaison between business stakeholders...  ...to define requirements for: lead management, opportunity pipeline tracking,...  ...Systems (Preferred) * Salesforce * AI Platforms/Prompt Building * Jira * Confluence... 
    Platform
    Full time
    Work at office
    3 days per week

    LendingTree

    Charlotte, NC
    1 day ago
  •  ...centralizing it onto a single platform, Versana provides...  ...into loan level details and portfolio positions, bringing efficiency...  ...products. As a loan expert Business Analyst, you will help shape the product...  ...directly to one of our Product Managers and play an integral role in... 
    Platform
    Work at office
    Local area

    Versana

    Charlotte, NC
    21 hours ago
  • $129k - $160k

     ...The Client Portfolio Manager, Content collaborates with CPM teammates to write, review and/or edit...  ...s sales/distribution efforts and other business priorities. The role ensures editorial...  ...(via AdMaster submission review platform) as needed to ensure successful content... 
    Platform
    Work experience placement
    Work at office

    Nuveen

    Charlotte, NC
    5 days ago
  • $55 - $60 per hour

     ...is immediately hiring for a Sr. Data Management Analyst (The Global Payments & Liquidity Analytics...  ...team and technical and downstream business partner teams Manage data infrastructure...  ..., Teradata, Hive, or Google Cloud Platform) with experience reviewing SQL code to... 
    Platform
    Hourly pay
    Full time
    Contract work
    Temporary work
    Work experience placement
    Immediate start
    Worldwide
    Flexible hours

    Innova Solutions

    Charlotte, NC
    1 day ago
  •  ...Sr Data Governance, Quality Analyst Providing for loved ones,...  ...Workforce Benefits Division (WBD), manage asset certification program...  ...cross-departmentally (across business departments and between the...  ...lakes and warehouses) with cloud platforms (AWS/GCP/Azure), enabling... 
    Platform
    Work at office
    Flexible hours

    Pacific Life

    Charlotte, NC
    2 days ago
  • $125k - $175k

     ...AVP, Portfolio Management As an integral member of the Small Business Portfolio Management Domain, the AVP, Portfolio Management will be responsible for driving...  ...position Work closely with product engineering and platform teams to implement process improvements enabling... 
    Platform
    Local area
    Flexible hours

    Chubb

    Charlotte, NC
    8 days ago
  •  ...employment opportunities. Job Title: Client Portfolio Manager - CLOs, Loans, High Yield Corporate...  ...as subject matter experts, focusing on business development, client servicing and...  ...firm's $90B+ Global High Yield and CLO Platform. The successful candidate will work... 
    Platform
    Temporary work
    Work experience placement
    Flexible hours

    Barings

    Charlotte, NC
    4 days ago
  •  ...Operations Commission Analyst Dentsply Sirona is...  ...devices under a strong portfolio of world class brands....  ...programs and sales territory management across the U.S. and...  ...and downstream platforms. Identify and implement...  ...coverage models, and business objectives. Collaborate... 
    Platform
    Local area
    Worldwide

    Dentsply Sirona

    Charlotte, NC
    3 days ago
  •  ...Manager Consultant, Asset Management Systems SME - Oracle Together...  ...need for a professional with Business Development capabilities and...  ..., SCM, HCM, and third-party platforms. Evaluate emerging...  .... Our comprehensive benefits portfolio is a key component of this commitment... 
    Platform
    Work experience placement
    Immediate start
    Flexible hours

    Black & Veatch

    Charlotte, NC
    4 days ago
  •  ...Product Analyst / Business Analyst - AI & Innovation - CIB Our client, a leading organization...  ...clear product requirements to support AI platform development. Facilitate user story...  ...and coordinate testing activities. Manage vendor and third-party delivery activities... 
    Platform
    Weekly pay
    Temporary work
    For contractors
    Flexible hours

    Experis

    Charlotte, NC
    2 days ago
  •  ...Consumer Insights Associate Manager Join us to create change and...  ...Frigidaire and Electrolux portfolios. This role partners closely...  ...communicate implications to business partners Support the execution...  ...; experience with survey platforms (e.g., Qualtrics) and data visualization... 
    Platform
    Flexible hours
    Early shift

    Electrolux

    Charlotte, NC
    a month ago
  •  ...Remarketing Automotive Business Development Manager At SIXT we're not just shaping the future of transportation, we're building a culture where...  ...Proficiency Experienced with CRM systems, digital sales platforms, and the Microsoft Office suite Automotive Knowledge... 
    Platform
    Work at office
    Local area
    Immediate start
    Worldwide

    Sixt

    Charlotte, NC
    3 days ago
  •  ...Business Development Manager Womble Bond Dickinson (US) LLP, a transatlantic law firm with more than 1,300 lawyers based in 40 US and UK office...  ...maps, and supporting team meetings. Use the firm's CRM platform to maintain client contact information, record pitch and... 
    Platform
    Work at office

    Womble Bond Dickinson LLP

    Charlotte, NC
    8 days ago
  •  ...Business Development Manager Join our OneCloud team as a Business Development Manager and play a key role in driving growth and building meaningful...  ...Proficiency with Microsoft Office Suite and CRM platforms Valid driver's license with clean driving record Willingness... 
    Platform
    Work at office

    OneCloud Inc

    Charlotte, NC
    3 days ago
  •  ...and GTM priorities. •         Pipeline Management: HubSpot is the source of truth. Every...  ...Speed-to-lead under 5 minutes during business hours. MQL to Qualified Meeting at 30%+....  ...Familiarity with sales engagement platforms that complement HubSpot workflows.... 
    Platform
    Local area
    Remote work

    Palmetto Technoloy Group

    Charlotte, NC
    21 hours ago
  • $144k - $233.28k

     ...Resources & Enablement Own a portfolio of selling tools and...  ...embedded in GT sales workflows and platforms. Continuously refine tools...  ...organized, and disciplined; able to manage competing priorities and...  .../skills, experience, business needs, progression within the... 
    Platform
    Internship
    Seasonal work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Grant Thornton

    Charlotte, NC
    6 days ago
  • $30 per hour

     ...Junior Business Analyst Location: Charlotte, NC (hybrid) Duration: 6+ month contract Compensation...  ...potential risks, maintaining case management records, and providing reporting and...  ...system (Speak Up or similar platform). * Add, update, and manage user and... 
    Platform
    Hourly pay
    Contract work

    CRG

    Charlotte, NC
    21 hours ago
  •  ...We are looking for an experienced, self-directed Business Development Manager to drive new client growth across Soliant's Cloud Native Application...  .... Our team holds hundreds of certifications across our platforms, and our clients include organizations ranging from... 
    Platform
    Local area
    Immediate start
    Remote work
    Flexible hours
    Night shift

    Soliant Consulting

    Charlotte, NC
    4 days ago
  •  ...Research Engagement and Communications Manager Please see Special Instructions...  ...details. Please provide a sample portfolio demonstrating successful outcomes in...  ...implementing processes for distribution across platforms and channels, adhering to University... 
    Platform
    Permanent employment
    Full time
    Work at office
    Local area
    Remote work
    Monday to Friday

    University of North Carolina Charlotte

    Charlotte, NC
    21 hours ago
  •  ...support commercial real estate investment activities across the platform. The preferred candidate will have knowledge of commercial...  ...operations. Key Responsibilities: Support property and asset management operations among all sectors within Client's Real Estate... 
    Platform

    US Tech Solutions

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Business Analyst (Portfolio Management Platform). Be the first to apply!