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Senior Investments QA Lead (Techno/Functional)

Platinum Resource Group
  • Newport Beach, CA
  • $70.42 Per Hour
  • Instant Apply
1 day ago

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.
 

Numbers & Facts

LocationNewport Beach, CA
IndustryStaffing/Employment Agencies
Salary$70.42 Per Hour
Company Size20 to 49 employees
Year Founded2008
Websitehttp://www.platinumresourcegroup.com

About Company

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, paid holidays, and referral bonuses.

Skills

  • Acceptance Testingunmatched
  • Accountingunmatched
  • Accounting Softwareunmatched
  • Agile Programming Methodologiesunmatched
  • Analysis Skillsunmatched
  • Atlassian JIRAunmatched
  • Best Practicesunmatched
  • Bond Marketunmatched
  • Bug Tracking/Defect Managementunmatched
  • Business Analysisunmatched
  • Business Solutionsunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Continuous Deployment/Deliveryunmatched
  • Continuous Integrationunmatched
  • Data Analysisunmatched
  • Data Qualityunmatched
  • Data Setsunmatched
  • Data Warehousingunmatched
  • Derivativesunmatched
  • Detail Orientedunmatched
  • DevOpsunmatched
  • Documentationunmatched
  • Financial Analysisunmatched
  • Financial Systemsunmatched
  • Fixed Income Investmentsunmatched
  • Fortune 1000 Customersunmatched
  • Functional Testingunmatched
  • Human Resourcesunmatched
  • Integration Testingunmatched
  • Internal Auditunmatched
  • Investment Accountingunmatched
  • Microsoft Excelunmatched
  • Microsoft Windows Azureunmatched
  • Mortgage Lendingunmatched
  • Mortgage-Backed Securitiesunmatched
  • Power BIunmatched
  • Process Improvementunmatched
  • Python Programming/Scripting Languageunmatched
  • Quality Assuranceunmatched
  • Quality Assurance Methodologyunmatched
  • Quality Metricsunmatched
  • Reconciliationunmatched
  • Regression Testingunmatched
  • Regulationsunmatched
  • Requirements Managementunmatched
  • Root Cause Analysisunmatched
  • SQL (Structured Query Language)unmatched
  • Snowflake Schemaunmatched
  • Software Development Lifecycle (SDLC)unmatched
  • Software Testingunmatched
  • Strategic Planningunmatched
  • Supply Chainunmatched
  • Test Caseunmatched
  • Test Dataunmatched
  • Test Scriptsunmatched
  • Test Strategyunmatched
  • Testingunmatched
  • Trend Analysisunmatched
  • Validation Documentationunmatched

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