Intake Coordinator / Portfolio Analyst

Job title: Intake Coordinator / Portfolio Analyst

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.