Business Analyst Portfolio Management Platform

Mindlance

CHARLOTTE or Irving, NC

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JOB DETAILS

SKILLS

Acceptance Testing, Agile Programming Methodologies, Analysis Skills, Application Programming Interface (API), Artificial Intelligence (AI), Artificial Intelligence (AI) Agents, Atlassian JIRA, Backlog Prioritization, Bug Tracking/Defect Management, Business Analysis, Business Support, Commercial Banking, Communication Skills, Customer/Client Research, Data Analysis, Data Mapping, Data Quality, Data Science, Documentation, Functional Testing, Investment Management, Organizational Skills, Portfolio Analysis, Requirements Management, Requirements Validation/Verification, Scrum Project Management and Software Development, Sprint Planning, Standup Meetings, System Validation, Systems Administration/Management, Technical Support, Validation Documentation, Writing Skills

LOCATION

CHARLOTTE or Irving, NC

POSTED

17 days ago

JD from RTM:

Business Analyst Portfolio Management Platform (Contractor)

Role Summary:
Wells Fargo is 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

EEO:

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.

About the Company

Mindlance

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