Senior Investments QA Lead (Techno/Functional): 26-00194

Job Description

Job Description

SENIOR INVESTMENTS QA LEAD (TECHNO / FUNCTIONAL)

 
Location; Newport Beach, CA

 
JOB DESCRIPTION

 
We are seeking an experienced QA Lead to ensure an Investments data warehouse meets rigorous quality standards. This role requires a strong foundation in Investments domain, software testing, data validation and quality assurance. You will play a critical role in early bug detection, root cause analysis, and ensuring smooth delivery of high-impact financial features.

 
KEY RESPONSIBILITIES

 

• Define and implement test strategies, including planning, execution, and reporting.
• Lead functional, integration, regression and UAT testing efforts.
• Manage defect lifecycle, root cause analysis, and communication of business impact.
• Document and maintain comprehensive test cases and test scripts.
• Perform SQL-based data testing, including joins, aggregations, and large dataset validation.
• Validating Power BI reports against underlying data.
• Integrate and execute tests within CI/CD pipelines (e.g., Azure DevOps).
• Conduct data analysis and data lineage.
• Identify patterns in recurring bugs to drive long-term solutions.
• Collaborate closely with product managers, developers and analysts to ensure requirements are met.
• Support internal controls, audits, and regulatory reviews through detailed documentation and validation.
• Use DBT to perform testing.

 
QUALIFICATIONS

 
Core QA Competencies

 

• 5+ years of experience in quality assurance, with a focus on data-intensive applications.
• Strong understanding of testing methodologies and SDLC best practices.
• Proficiency in SQL and working with large financial datasets.

 
Investment Domain Knowledge

 

• Foundational understanding of fixed income instruments (Bonds, MBS, ABS), mortgage loans, equities and derivatives.
• General familiarity of terms and conditions related to financial products.

 
Analytical & Technical Skills

 

• Established and proven SQL skills.
• Demonstrated experience using agile methodology tools (Azure DevOPS, Jira).
• Proficiency in utilizing SnowFlake data warehouse.
• Ability to perform root cause analysis and trend identification.
• Strong data reconciliation and financial impact analysis capabilities.
• Critical thinking and precision in problem-solving and documentation.
• Strong Excel skills.

 
Professional Attributes

 

• High attention to detail.
• Strong communication and documentation skills.
• Ability to work effectively under time-sensitive cycles (e.g., two-week Sprints).
• Proactive attitude with a commitment to continuous learning and process improvement.

 
Nice-to-Have Skills

 

• Familiarity with DBT.
• Exposure to Ctrl-M or any other orchestration tools.
• Experience with investment accounting systems.
• Knowledge of Python for adhoc testing / data validation.

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.

Company Description

Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.