Technology Transformation Analyst – Capital Markets
About The Position
Support Capital Markets Technology transformation initiatives at a global financial-services organization. The role helps strengthen how technology initiatives are planned, tracked, governed, and communicated, partnering across technology, project delivery, finance, and business management to improve delivery efficiency, financial transparency, reporting quality, and alignment with enterprise operating standards. This broad transformation-support position involves evaluating current practices, tracking initiatives and outcomes, reconciling information across systems, and turning data into actionable recommendations and executive-ready reporting. The assignment is a long-term W2 contract in a hybrid work environment in Charlotte, North Carolina. The role offers exposure to Capital Markets Technology, technology portfolio management, financial tracking, operating-model transformation, and executive-level reporting.
Requirements
- Approximately 5–7 years of relevant experience supporting technology delivery, project operations, PMO functions, enterprise transformation, or similar initiatives.
- Strong hands-on Jira experience for project, delivery, backlog, or book-of-work tracking.
- Advanced Microsoft Excel skills, including pivot tables, lookup functions, data validation, and reconciliation.
- Strong PowerPoint skills and demonstrated ability to produce concise, executive-ready presentations.
- Experience gathering and synthesizing information from multiple systems, stakeholders, and data sources.
- Strong analytical ability and attention to inconsistencies, reporting gaps, and data-quality issues.
- Effective written and verbal communication skills, with the ability to coordinate across technical and nontechnical teams.
- Comfort operating in a less rigidly defined environment where priorities may span several transformation workstreams.
Nice To Haves
- Familiarity with technology portfolio management, financial project tracking, book-of-work reporting, or operating-model transformation.
- Experience with ServiceNow Strategic Portfolio Management (SPM).
- Exposure to Power BI and SQL.
Responsibilities
- Support transformation initiatives to improve technology delivery discipline, reporting consistency, financial visibility, and operating-model effectiveness.
- Evaluate current practices across project management, Jira usage, reporting processes, governance, and data quality.
- Track transformation milestones, risks, dependencies, action items, and measurable outcomes.
- Consolidate information from multiple systems and stakeholder groups into concise presentations and actionable recommendations.
- Reconcile and validate project, portfolio, and financial information across Jira, ServiceNow SPM, Excel, and related reporting sources.
- Develop and maintain trackers, KPIs, dashboards, and management reports to support decision-making.
- Identify process, reporting, and data-quality gaps and help implement practical improvements.
- Coordinate communications, training, follow-ups, and change-adoption activities across technology and business stakeholders.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
