Investments QA Lead (Techno/Functional) III

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.

Duration: 1 year (could be extended)

Location: Remote

Will you, now or in the future, require sponsorship for employment visa status (e.g., H1-B, TN, L-1, O-1, STEM OPT, etc.)? No 3rd party candidates can be submitted for this role. The role is W2 hourly with Roth Staffing, with all work taking place for our client (Ledgent Tech and Ultimate Staffing are divisions of Roth).

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.

Required Skills & 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.

TECHNICAL SKILLS

Must Have

• 5+ years of experience in quality assurance, with a focus on data-intensive applications.


• Ability to perform root cause analysis and trend identification.


• Ability to work effectively under time-sensitive cycles (e.g two week Sprints).


• Demonstrated experience using agile methodology tools (Azure DevOPS, Jira)


• Established and proven SQL skills.


• Foundational understanding of fixed income instruments (Bonds, MBS, ABS), mortgage loans, equities and derivatives.


• General familiarity of terms and conditions related to financial products.


• Proficiency in SQL and working with large financial datasets.


• Proficiency in utilizing SnowFlake data warehouse.

Nice To Have

• Experience with investment accounting systems.


• Familiarity with DBT.


• Knowledge of Python for adhoc testing / data validation.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.