LEAD QA ENGINEER (local to Boston, MA)

10 or more years of experience required
This team builds software/tools that support PMs for investment workflows
Only local to Boston, MA
Strong recent financial domain experience

Required Skills:
Domain expertise in portfolio analysis platforms
Understanding of portfolios and asset classes
Must have risk exposure understanding
Must be able to effectively communicate with tech and investors (understand and translate between the two)
AI knowledge/fluency is key
Doesn’t need to be super deep in technical skill set, but must know how to navigate the data and communicate with developers
Asset class/financial background preference: hedge fund understanding is ideal
Would look at junior level candidates if they have the right background


Experience working directly with the front office is required.
Key Focus of the Role
Support Portfolio Managers (PMs) and Research Analysts (RAs).
Develop a strong understanding of investment systems, workflows, and how they interact.
Perform in-depth analysis of investment processes and related data while working closely with investors and business users.
This is not primarily a data analytics role; the focus is understanding business processes and partnering with investors.

Top Priorities
Partner directly with investors to understand their workflows, processes, and business needs.
Drive adoption of AI tools and capabilities across the investment organization.
Serve as an evangelist for investment technology products and solutions.
Work across multiple systems and platforms to improve user experience and efficiency.
Provide hands-on testing, production support, and issue resolution for investors and business users.
Be willing to provide support during off-hours when needed.

Desired Skills & Experience
Experience working with investors and investment processes.
Strong analytical and problem-solving skills.
Understanding of fundamental investment analysis.
Familiarity with AI tools and technologies.
Basic SQL knowledge required.
Python experience is a plus.
Ability to learn and navigate multiple investment systems.

Preferred Background
Experience with an Order Management System (OMS).
Strong understanding of investment workflows and the end-to-end trade lifecycle.
Ability to bridge business needs and technology solutions effectively.