Test Engineer – Wealth Operations | 2–6 Years | Mumbai | Manual Testing | Wealth Management

AQM Technologies; Mumbai; On-site; INR 450,000 - 650,000; Full time

Job summary

AQM Technologies in Mumbai invites a Test Engineer - Wealth Operations to join our team. You will perform manual functional testing of wealth management applications and related workflows in mutual funds, PMS, AIFs, bonds and insurance.

This role is ideal for a Wealth/Portfolio Operations or Financial Services professional looking to transition into Software Testing & QA, with training provided. You will collaborate with QA and domain experts and contribute to test documentation.

Qualifications

• 2-6 years of experience in Wealth/Portfolio Operations, Financial Services, or IT Support.
• Understanding of Mutual Funds, PMS, AIFs, Insurance & Bonds.
• Strong analytical and problem-solving skills.
• Good communication and attention to detail.
• Willingness to transition into Software Testing & QA.

Responsibilities

• Perform manual functional testing of Wealth Management systems such as Wealth Spectrum, Miles Software, or similar.
• Work on workflows related to Mutual Funds, PMS, AIFs, Bonds & Insurance.
• Create and execute test cases and report/track defects.
• Participate in UAT and assist with issue verification and closure.
• Work on Portfolio Reconciliation, Transactions, NAV Validation & Compliance Reporting.
• Contribute to test documentation and process improvements.

Skills

Wealth operations

Financial services

Analytical skills

Communication

Attention to detail

Job description

Are you a Wealth/Portfolio Operations or Financial Services professional looking to transition your career into Software Testing & QA?

This is a great opportunity to make that transition!

We are looking for a Test Engineer - Wealth Operations to work on applications in the Wealth Management domain.

• Perform manual functional testing of Wealth Management systems such as Wealth Spectrum, Miles Software, or similar.
• Work on workflows related to Mutual Funds, PMS, AIFs, Bonds & Insurance.
• Create and execute test cases and report/track defects.
• Participate in UAT and assist with issue verification and closure.
• Work on Portfolio Reconciliation, Transactions, NAV Validation & Compliance Reporting.
• Contribute to test documentation and process improvements.

• 2-6 years of experience in Wealth/Portfolio Operations, Financial Services, or IT Support
• Understanding of Mutual Funds, PMS, AIFs, Insurance & Bonds
• Strong analytical and problem-solving skills
• Good communication and attention to detail
• Willingness to transition into Software Testing & QA
• Training in Manual Testing will be provided

• Familiarity with Wealth Spectrum, Miles Software, or similar tools
• Basic understanding of SDLC/STLC & Software Testing
• Knowledge of SEBI, RBI, FATCA and other wealth management regulations

What We Offer

• Exposure to Wealth Management applications
• Collaboration with domain & QA experts
• Career growth opportunities in QA, Business Analysis or Domain Consulting