Job Summary
The Investment QA Analyst will be responsible for testing and ensuring the accuracy, reliability, and quality of software systems used in investment management, and financial analysis. The role involves designing and executing test plans, identifying bugs or discrepancies in financial calculations, collaborating with development and business teams, and contributing to the improvement of processes.
Key Responsibilities
- Test Planning and Execution :
- Develop, document, and maintain comprehensive test plans, test cases, and test scripts for investment/banking products.
- Perform functional, regression testing of software, ensuring that systems perform as expected in real-world conditions.
- Conduct testing for portfolio management systems, financial models, and risk management tools.
- Data Validation :
- Ensure the accuracy and consistency of financial data processed and reported.
- Validate complex financial calculations, including portfolio valuations, performance attribution, and risk metrics.
- Work with large datasets, performing database queries (e.g., SQL) to verify data accuracy.
- Defect Tracking and Resolution :
- Identify, log, and track defects or issues in software systems.
- Collaborate with developers, business analysts, and stakeholders to resolve issues and implement improvements.
- Conduct re-testing and regression testing after defects are fixed.
- Collaboration and Communication :
- Partner with business stakeholders, such as portfolio managers, traders, and risk managers, to understand business requirements and investment workflows.
- Work closely with developers to align on testing strategies and ensure that software meets the intended functionality and performance benchmarks.
- Documentation :
- Document test results, defects, and software behavior in detail for future reference.
- Create detailed reports for management and stakeholders, summarizing testing activities, results, and recommendations for improvements.
- Compliance and Risk :
- Ensure that investment systems comply with relevant regulations and internal policies.
- Participate in risk assessment meetings to evaluate the potential impacts of software changes on financial performance or regulatory compliance.
Required Qualifications
- Bachelor's degree in Science, Information Systems, or a related field.
- Master's degree preferred.
- 1-3 years of experience in software quality assurance or testing, preferably in the financial services or investment industry.
- Strong understanding of investment management, banking, and risk management concepts.
- Experience in writing test plans and conducting both manual and SQL testing.
- Familiarity with financial systems like Bloomberg, Charles River, or Aladdin is a plus.
- Proficiency in SQL for querying financial databases.
Skills
- Strong analytical skills and attention to detail, especially in validating financial data and calculations. Ability to work independently and within a collaborative team environment.
- Effective communication skills to interact with business users, developers, and management.
- Problem-solving skills, with the ability to identify root causes and propose solutions quickly.
