What are the responsibilities and job description for the Business Analyst - Portfolio Management Platform position at Apex Systems?
Job#: 3030233
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.
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 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a 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. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
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. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.
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 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a 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. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
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.
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 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a 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. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
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. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.
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 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a 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. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Salary : $46 - $49