Test Analyst – Portfolio Management
Posted 2 weeks ago by Saragossa
£320 Per day
Outside
Undetermined
City Of London, England, United Kingdom
Summary: We are seeking an experienced Test Analyst with expertise in portfolio management systems to ensure the quality and functionality of related solutions through comprehensive testing practices. The role involves collaboration with various stakeholders to validate that solutions meet business and regulatory requirements. The ideal candidate will have a strong background in financial services and a solid understanding of portfolio management processes. This position is based in Central London and offers a daily rate of £320 outside of IR35.
Key Responsibilities:
- Develop, maintain, and execute detailed test plans, test cases, and test scripts for portfolio management applications.
- Perform functional, integration, regression, and end-to-end testing across portfolio management platforms and related systems.
- Work closely with business users to understand portfolio workflows, requirements, and key performance indicators.
- Validate data flows and accuracy in portfolio reporting, risk management, performance measurement, and compliance functionalities.
- Collaborate with developers and BAs to troubleshoot issues, track defects, and ensure timely resolution.
- Support UAT (User Acceptance Testing) by providing guidance, documentation, and defect triaging.
- Participate in Agile ceremonies such as sprint planning, daily stand-ups, and retrospectives as part of the delivery team.
- Contribute to the improvement of QA processes, automation initiatives, and best practices.
- Ensure all test activities adhere to regulatory requirements and internal standards, particularly in financial environments.
Key Skills:
- Proven experience as a Test Analyst or QA professional in financial services, particularly within portfolio management or investment management domains.
- Solid understanding of portfolio management systems (e.g., SimCorp Dimension, Charles River, BlackRock Aladdin, Bloomberg AIM, or similar).
- Familiarity with front-to-back trade workflows, asset classes, investment performance, and risk/compliance processes.
- Strong analytical and problem-solving skills with the ability to interpret complex business requirements into test scenarios.
- Experience with test management tools (e.g., JIRA, Zephyr, TestRail) and defect tracking systems.
- Excellent communication skills and ability to work with technical and non-technical stakeholders.
- Understanding of SQL for data validation and backend testing (preferred).
- Experience working in Agile/Scrum environments.
Salary (Rate): £320 daily
City: City Of London
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: IT
Job Title: Test Analyst – Portfolio Management
Location: Central London
Rate: £320pd outside of IR35
________________________________________
Job Summary: We are seeking an experienced Test Analyst with a strong understanding of portfolio management systems and processes to join our dynamic team. The ideal candidate will be responsible for ensuring the quality and functionality of portfolio management solutions through structured and comprehensive testing practices. This role will involve working closely with business analysts, developers, project managers, and key stakeholders to validate that solutions meet business and regulatory requirements within the portfolio management domain.
________________________________________
Key Responsibilities:
- Develop, maintain, and execute detailed test plans, test cases, and test scripts for portfolio management applications.
- Perform functional, integration, regression, and end-to-end testing across portfolio management platforms and related systems.
- Work closely with business users to understand portfolio workflows, requirements, and key performance indicators.
- Validate data flows and accuracy in portfolio reporting, risk management, performance measurement, and compliance functionalities.
- Collaborate with developers and BAs to troubleshoot issues, track defects, and ensure timely resolution.
- Support UAT (User Acceptance Testing) by providing guidance, documentation, and defect triaging.
- Participate in Agile ceremonies such as sprint planning, daily stand-ups, and retrospectives as part of the delivery team.
- Contribute to the improvement of QA processes, automation initiatives, and best practices.
- Ensure all test activities adhere to regulatory requirements and internal standards, particularly in financial environments.
________________________________________
Required Skills and Experience:
- Proven experience as a Test Analyst or QA professional in financial services, particularly within portfolio management or investment management domains.
- Solid understanding of portfolio management systems (e.g., SimCorp Dimension, Charles River, BlackRock Aladdin, Bloomberg AIM, or similar).
- Familiarity with front-to-back trade workflows, asset classes, investment performance, and risk/compliance processes.
- Strong analytical and problem-solving skills with the ability to interpret complex business requirements into test scenarios.
- Experience with test management tools (e.g., JIRA, Zephyr, TestRail) and defect tracking systems.
- Excellent communication skills and ability to work with technical and non-technical stakeholders.
- Understanding of SQL for data validation and backend testing (preferred).
- Experience working in Agile/Scrum environments.
________________________________________
Preferred Qualifications:
- Bachelor’s degree in Computer Science, Finance, Information Technology, or related field.
- ISTQB certification or similar QA-related qualifications.
- Knowledge of automation testing tools or frameworks (e.g., Selenium, Postman, Cucumber) is a plus.
- Familiarity with regulatory standards such as MiFID II, SFDR, or other investment-related regulations.