Intake Coordinator / Portfolio Analyst

Job#: 3053781

Job Description:

Intake Coordinator / Portfolio Analyst

Toronto, ON

Hybrid/In-office

Position Overview

We are seeking an experienced Intake Coordinator / Portfolio Analyst to support the intake and governance function within a large enterprise technology environment.

The successful candidate will serve as a key point of coordination between business and technology teams, managing incoming requests from initial submission through assessment, routing, tracking, and follow-up.

This position is primarily focused on technology intake management , with secondary responsibilities supporting portfolio reporting, governance, and financial tracking.

Key Responsibilities

• Manage the end-to-end intake process for business and technology requests.
• Review incoming submissions for completeness and alignment with established intake requirements.
• Proactively follow up with stakeholders to obtain missing information and keep requests progressing.
• Maintain intake requests and workflows within Jira , including lifecycle and status changes.
• Coordinate intake assessments and route requests to appropriate technology stakeholders.
• Facilitate intake discussions, reviews, and regular status follow-ups.
• Maintain accurate governance documentation, process artifacts, and status tracking.
• Support intake metrics, dashboards, portfolio roadmaps, and reporting.
• Assist with portfolio financial and forecasting activities as required.
• Identify opportunities to streamline and improve intake and governance processes.
• Collaborate across business, technology, and portfolio teams to maintain transparency and effective execution.
  
  

Required Qualifications

• 5+ years of relevant professional experience preferred.
• Demonstrated experience with technology intake, demand management, PMO coordination, portfolio operations, or similar request-management processes .
• Hands-on experience using Jira , including managing tickets through workflow/lifecycle stages.
• Working knowledge of Microsoft Excel .
• Strong written and verbal communication skills.
• Strong stakeholder-management and follow-up skills.
• Ability to work independently and manage multiple concurrent requests.
• Strong business acumen with a pragmatic, customer-focused approach.
• Comfortable working across business and technology teams.
  
  

Preferred Qualifications

• Experience within banking, financial services, or another large enterprise technology environment.
• Experience with Clarity or comparable portfolio, forecasting, resource-management, or timesheet-management tools.
• Exposure to card-processing platforms such as TSYS .
• Experience with Confluence and SharePoint.
• Exposure to automation tools such as Jira Automation or Power Automate.
• Portfolio financial-management experience.
• Bachelor's degree or equivalent combination of education and experience.
  
  

Ideal Background

Candidates may come from backgrounds such as:

• Intake Coordinator
• Intake Analyst
• Portfolio Analyst
• PMO Analyst
• Project Coordinator / PCO
• Junior or Intermediate Business Analyst
• Demand Management Analyst
  
  

This is a hands-on coordination and intake-management role rather than a traditional Project Manager or Program Manager position.

Contract Details

• Initial 6-month contract with potential for renewal.
• Hybrid working model with 2 days per week onsite .
• Candidates should be comfortable working within an enterprise governance environment and supporting a high-volume intake function.
  
  

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth 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 ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: In terms of professional development, Everforth 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.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex 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. Everforth 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 Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.