Investments QA Lead (Techno/Functional) III

Ledgent Technology; United States; Remote; USD 125,000 - 146,000; Full time

Job summary

Ledgent Technology is seeking an Investments QA Lead (Techno/Functional) III to oversee testing of an investments data warehouse. You will lead functional, integration, regression and UAT testing, perform SQL-based validation, and ensure data accuracy against Power BI reports.

You will collaborate with product managers, developers and analysts, drive defect root cause analysis, and support compliance through detailed documentation in a remote US-based role.

Qualifications

• 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.
• Foundational understanding of fixed income instruments (Bonds, MBS, ABS), mortgage loans, equities and derivatives.
• General familiarity of terms and conditions related to financial products.

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.

Skills

QA Leadership

Data testing

SQL proficiency

Data validation

Testing methodologies

Root cause analysis

Agile practices

Investments domain knowledge

Python for adhoc testing

Tools

Azure DevOps

Jira

Snowflake

DBT

Python

Job description

Investments QA Lead (Techno/Functional) III (JN -092026-432102) Newport Beach, California

Salary: USD60 - USD70.43 per hour

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. The rate range is $60.00 - $70.43.

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.

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.