Technology Transformation Analyst – Capital Markets

Be Part Of A Dynamic Team

Join a global financial-services organization supporting a Capital Markets Technology group focused on strengthening how technology initiatives are planned, tracked, governed, and communicated. This team partners across technology, project delivery, finance, and business management to improve development efficiency, financial transparency, reporting quality, and alignment with enterprise operating standards.

This is a broad transformation-support position suited for someone who enjoys bringing structure to complex environments, working across multiple stakeholder groups, analyzing inconsistent information, and converting data into clear recommendations and executive-ready reporting.

What's In Store For You

• Engagement: W2 only (no C2C/1099)
• Long-term contract assignment supporting enterprise technology transformation initiatives.
• Hybrid work environment in Charlotte, North Carolina.
• Exposure to Capital Markets Technology, technology portfolio management, financial tracking, operating-model transformation, and executive-level reporting.
• Opportunity to work across Jira, Service Now SPM, Excel, and enterprise reporting processes while helping improve how technology initiatives are managed.

How You Will Make An Impact

• Support transformation initiatives designed 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, actionable presentations and recommendations.
• Reconcile and validate project, portfolio, and financial information across Jira, Service Now SPM, Excel, and related reporting sources.
• Develop and maintain trackers, KPIs, dashboards, and management reports used to support decision-making.
• Identify gaps in processes, reporting, and data quality and help implement practical improvements.
• Coordinate communications, training, follow-ups, and change-adoption activities across technology and business stakeholders.

Do you bring proven success in technology transformation, project reporting, and data-driven stakeholder support?

• Bring approximately 5–7 years of relevant experience supporting technology delivery, project operations, PMO functions, enterprise transformation, or similar initiatives.
• Strong hands-on experience with Jira for project, delivery, backlog, or book-of-work tracking.
• Advanced Microsoft Excel capabilities, including pivot tables, lookup functions, data validation, and reconciliation.
• Strong Power Point skills with demonstrated ability to produce concise, executive-ready presentations.
• Experience gathering and synthesizing information from multiple systems, stakeholders, and data sources.
• Strong analytical ability with 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.
• Familiarity with technology portfolio management, financial project tracking, book-of-work reporting, or operating-model transformation is highly valuable.
• Experience with Service Now Strategic Portfolio Management (SPM) is preferred.
• Exposure to Power BI and SQL is beneficial but not required.
• Comfortable operating in a less rigidly defined environment where priorities may span several transformation work streams.