Test Analyst – Portfolio Management
Test Analyst – Portfolio Management

Test Analyst – Portfolio Management

City of London Freelance 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team as a Test Analyst, ensuring top-notch quality in portfolio management systems.
  • Company: Saragossa is a leading consultancy focused on investment technology solutions.
  • Benefits: Enjoy competitive pay of £320pd and the chance to work in vibrant Central London.
  • Why this job: Be part of a dynamic team, enhancing your skills in a fast-paced financial environment.
  • Qualifications: Experience in financial services and portfolio management systems is essential.
  • Other info: Ideal for those looking to grow in Agile environments and improve QA processes.

The predicted salary is between 48000 - 72000 £ per year.

Saragossa City Of London, England, United Kingdom

Saragossa City Of London, England, United Kingdom

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Principal Consultant at Saragossa – creating competitive advantage for investment technology organisations

Location: Central London

Rate: £320pd outside of IR35

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Job Summary:

We are seeking an experienced Test Analyst with a strong understanding of portfolio management systems and processes to join our dynamic team. The ideal candidate will be responsible for ensuring the quality and functionality of portfolio management solutions through structured and comprehensive testing practices. This role will involve working closely with business analysts, developers, project managers, and key stakeholders to validate that solutions meet business and regulatory requirements within the portfolio management domain.

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Key Responsibilities:

Develop, maintain, and execute detailed test plans, test cases, and test scripts for portfolio management applications.

Perform functional, integration, regression, and end-to-end testing across portfolio management platforms and related systems.

Work closely with business users to understand portfolio workflows, requirements, and key performance indicators.

Validate data flows and accuracy in portfolio reporting, risk management, performance measurement, and compliance functionalities.

Collaborate with developers and BAs to troubleshoot issues, track defects, and ensure timely resolution.

Support UAT (User Acceptance Testing) by providing guidance, documentation, and defect triaging.

Participate in Agile ceremonies such as sprint planning, daily stand-ups, and retrospectives as part of the delivery team.

Contribute to the improvement of QA processes, automation initiatives, and best practices.

Ensure all test activities adhere to regulatory requirements and internal standards, particularly in financial environments.

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Required Skills and Experience:

Proven experience as a Test Analyst or QA professional in financial services, particularly within portfolio management or investment management domains.

Solid understanding of portfolio management systems (e.g., SimCorp Dimension, Charles River, BlackRock Aladdin, Bloomberg AIM, or similar).

Familiarity with front-to-back trade workflows, asset classes, investment performance, and risk/compliance processes.

Strong analytical and problem-solving skills with the ability to interpret complex business requirements into test scenarios.

Experience with test management tools (e.g., JIRA, Zephyr, TestRail) and defect tracking systems.

Excellent communication skills and ability to work with technical and non-technical stakeholders.

Understanding of SQL for data validation and backend testing (preferred).

Experience working in Agile/Scrum environments.

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Preferred Qualifications:

Bachelor’s degree in Computer Science, Finance, Information Technology, or related field.

ISTQB certification or similar QA-related qualifications.

Knowledge of automation testing tools or frameworks (e.g., Selenium, Postman, Cucumber) is a plus.

Familiarity with regulatory standards such as MiFID II, SFDR, or other investment-related regulations.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Contract

Job function

  • Job function

    Information Technology

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Test Analyst – Portfolio Management employer: Saragossa

Saragossa is an exceptional employer located in the heart of Central London, offering a vibrant work culture that fosters collaboration and innovation. Employees benefit from competitive rates, opportunities for professional growth within the financial services sector, and a commitment to maintaining high standards in quality assurance practices. With a focus on Agile methodologies and a supportive team environment, Saragossa empowers its staff to excel in their roles while contributing to impactful projects in investment technology.
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Contact Detail:

Saragossa Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Test Analyst – Portfolio Management

Tip Number 1

Familiarise yourself with the specific portfolio management systems mentioned in the job description, such as SimCorp Dimension or BlackRock Aladdin. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your commitment to the role.

Tip Number 2

Engage with professionals in the financial services sector through networking events or online platforms like LinkedIn. Building connections can provide you with insights into the company culture at Saragossa and may even lead to referrals.

Tip Number 3

Brush up on Agile methodologies and be prepared to discuss your experience in Agile/Scrum environments during interviews. Highlighting your familiarity with Agile practices will show that you can seamlessly integrate into their team.

Tip Number 4

Prepare to discuss how you've contributed to improving QA processes in your previous roles. Sharing specific examples of how you've implemented best practices or automation initiatives will set you apart from other candidates.

We think you need these skills to ace Test Analyst – Portfolio Management

Test Planning
Test Case Development
Functional Testing
Integration Testing
Regression Testing
End-to-End Testing
Portfolio Management Systems Knowledge
Data Validation
SQL Proficiency
Defect Tracking
Agile Methodologies
Communication Skills
Analytical Skills
Problem-Solving Skills
Experience with Test Management Tools

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Test Analyst position. Familiarise yourself with portfolio management systems and the specific tools mentioned in the job description.

Tailor Your CV: Customise your CV to highlight relevant experience in testing and portfolio management. Emphasise your familiarity with financial services and any specific tools or methodologies you've used that align with the job requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for quality assurance and your understanding of portfolio management. Mention specific experiences that demonstrate your analytical skills and ability to work in Agile environments.

Highlight Relevant Skills: In your application, clearly outline your skills related to test management tools, SQL, and any automation testing frameworks. Make sure to connect these skills to the job's requirements to show you're a strong fit.

How to prepare for a job interview at Saragossa

Understand Portfolio Management Systems

Make sure you have a solid grasp of the portfolio management systems mentioned in the job description, such as SimCorp Dimension or BlackRock Aladdin. Being able to discuss your experience with these tools will show that you're well-prepared and knowledgeable.

Demonstrate Your Testing Skills

Be ready to talk about your experience with different types of testing, like functional, integration, and regression testing. Prepare examples of how you've developed test plans and executed test cases in previous roles, especially in financial services.

Showcase Your Collaboration Abilities

Since this role involves working closely with various stakeholders, be prepared to discuss how you've successfully collaborated with business analysts, developers, and project managers in the past. Highlight any Agile experience you have, as it’s crucial for this position.

Prepare for Regulatory Discussions

Familiarise yourself with relevant regulatory standards like MiFID II or SFDR. Be ready to explain how you ensure compliance in your testing processes, as this is a key aspect of the role and will demonstrate your understanding of the financial environment.

Test Analyst – Portfolio Management
Saragossa
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  • Test Analyst – Portfolio Management

    City of London
    Freelance
    48000 - 72000 £ / year (est.)

    Application deadline: 2027-08-20

  • S

    Saragossa

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