Lead business analysis for capital markets clients: gather and translate requirements, analyze processes, manage stakeholders, drive process improvements, leverage AI and analytics tools, and support cross-functional delivery.
Job requirements • 5+ years of experience as a Business Analyst • Strong experience in the Financial Services domain • Demonstrated track record of leveraging AI tools (e.g., Microsoft Copilot, Cursor, automation and analytics platforms) to improve productivity, analysis, documentation, and decision-making • Proven expertise in requirements gathering, business process analysis, and stakeholder management • Experience translating business needs into functional and technical requirements • Strong analytical and problem-solving skills • Experience working with cross-functional business and technology teams • Ability to drive process improvements and support successful project delivery • Excellent verbal and written communication skills • Strong stakeholder management and relationship-building abilities • Ability to influence and collaborate across multiple teams and organizational levels • Critical thinking and a proactive approach to problem-solving Preferred skills • Real Estate industry experience • Ability to work with data/SQL
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus


