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Added 11 mins ago
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Apex Systems

Intake Coordinator / Portfolio Analyst

Toronto, ON, Canada

Pay: $45 to $50 USD / hour
Job type: Contract
Apply by: Oct 28, 2026
Posting language: English
Posted: Sep 28, 2026

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Applications open in a new tab.

Original job description

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.

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More about this job

Responsibilities

Manage technology and business requests from submission through assessment, routing, tracking, and follow-up, using Jira to maintain request workflows and statuses. Support governance documentation, intake metrics, portfolio reporting and roadmaps, and financial tracking while coordinating across business and technology teams.

Requirements

Candidates should have five or more years of relevant experience in technology intake, demand management, PMO coordination, portfolio operations, or a similar request-management function, along with hands-on Jira and working knowledge of Excel. Strong communication, stakeholder follow-up, organization, and independent management of concurrent requests are required; enterprise financial-services experience and familiarity with portfolio tools are preferred.

Skills

Technology Intake Management
Demand Management
Jira
Microsoft Excel
Stakeholder Management
Portfolio Operations
PMO Coordination
Workflow Management
Governance Documentation
Portfolio Reporting
Financial Tracking
Forecasting
Process Improvement
Confluence
SharePoint
Power Automate

Benefits

On-Demand Training
Certification Preparation
Technical and Leadership Courses
Certification Discounts

Visa sponsorship

Not detected in the job text

Keywords

Technology Intake
Demand Management
Jira
Microsoft Excel
Portfolio Operations
PMO Coordination
Request Management
Workflow Lifecycle
Governance
Stakeholder Management
Intake Assessment
Portfolio Reporting
Portfolio Roadmaps
Intake Metrics
Dashboards
Financial Tracking
Forecasting
Clarity
Resource Management
Timesheet Management
TSYS
Confluence
SharePoint
Jira Automation
Power Automate
Banking
Financial Services
Process Improvement

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