The candidate that will succeed in this position will be able to create all the testing and We are seeking a highly experienced Senior Analyst / Senior QA Engineer with deep hands-on expertise in an enterprise-grade investment accounting platform. The ideal candidate will have a proven track record of managing and executing complex testing cycles for system upgrades, patches, and custom enhancements, with a strong focus on quality assurance, regression testing, data validation, and change management. This individual will play a key role in ensuring platform stability, operational accuracy, and successful deployment of functional updates.
Key Responsibilities
Platform Ownership
- Serve as a subject-matter expert for the internal investment accounting platform.
- Lead analysis, configuration validation, and functional review of new releases, hotfixes, and custom workflows.
- Collaborate with accounting, operations, technology, and external vendor teams to understand impact and requirements for updates.
Testing & Quality Assurance
- Design, implement, and execute comprehensive regression test plans for system upgrades and environment refreshes.
- Lead end-to-end functional testing, including validation of accounting calculations, security setups, instrument types, pricing, P&L, and NAV impacts.
- Develop automated and manual test cases, ensuring full coverage of core and peripheral modules.
- Coordinate and track defect management, retesting, and resolution with internal teams and platform support resources.
Change Management & Deployment
- Own the testing lifecycle for platform version updates—planning, environment setup, test execution, sign‑off, and go‑live support.
- Assess operational risk of changes and provide recommendations for release readiness.
- Create and maintain testing documentation, regression scripts, SOPs, and release notes.
- Support UAT processes for downstream systems (e.g., data warehouses, reporting tools, reconciliation systems).
Operational & Release Management
- Own the testing cycle for periodic platform updates used in investment operations environments.
- Prepare formal documentation including regression test scripts, results summaries, SOPs, and release sign‑off packages.
- Evaluate operational risks associated with changes and advise senior stakeholders on readiness for go‑live.
- Support user acceptance testing (UAT) for accounting teams and ensure workflows remain compliant with internal controls and audit standards.
Cross‑Functional Collaboration
- Act as a bridge between technology, middle office, operations, fund accounting, and external support teams.
- Provide training, mentoring, and technical guidance to junior team members.
- Support incident analysis and troubleshooting of platform‑related production issues.
Required Experience & Qualifications
- 5–10+ years of hands‑on experience with an investment accounting platform, including upgrade cycles, configuration, and module functionality.
- Expertise in regression testing, test case development, and QA methodologies.
- Strong understanding of investment accounting (multi‑currency portfolios, corporate actions, derivatives, performance, fee calculations).
- Prior experience within asset management, hedge funds, buy‑side operations, or fund administration.
- Competency with SQL and data analysis tools for testing and validation.
- Strong communication skills and ability to work with technical and non‑technical stakeholders.
- Exceptional attention to detail and problem‑solving skills.
Preferred Skills
- Experience with automated testing frameworks or QA scripting tools.
- Familiarity with Agile methodologies and release management frameworks.
- Knowledge of integrations between accounting platforms and reconciliation, reporting, or data warehouse systems.