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- Tasks: Join our team as a Test Analyst, ensuring top-notch quality in portfolio management systems.
- Company: We are a dynamic financial services firm based in Central London.
- Benefits: Enjoy a competitive rate of £320pd and the chance to work in a collaborative environment.
- Why this job: Be part of an agile team, making a real impact in financial technology and compliance.
- Qualifications: Experience in QA within financial services and knowledge of portfolio management systems is essential.
- Other info: Ideal for those passionate about tech and finance, looking to grow their career.
The predicted salary is between 60000 - 84000 £ per year.
Job Description
Job Title: Test Analyst – Portfolio Management
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.
Test Analyst - Portfolio Management - Saragossa employer: Saragossa
Contact Detail:
Saragossa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Test Analyst - Portfolio Management - Saragossa
✨Tip Number 1
Familiarise yourself with the specific portfolio management systems mentioned in the job description, such as SimCorp Dimension or BlackRock Aladdin. Understanding these tools will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Brush up on your knowledge of Agile methodologies, as this role involves participating in Agile ceremonies. Being able to discuss your experience in Agile environments will show that you're a good fit for the team dynamics.
✨Tip Number 3
Network with professionals in the financial services sector, particularly those who work in portfolio management. Engaging with industry contacts can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Prepare to discuss your analytical and problem-solving skills in detail. Be ready to share examples of how you've interpreted complex business requirements into test scenarios, as this is a key aspect of the Test Analyst role.
We think you need these skills to ace Test Analyst - Portfolio Management - Saragossa
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Test Analyst, particularly in portfolio management. Include specific tools and methodologies you've used, such as JIRA or SQL, to demonstrate your fit for the role.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Explain how your background aligns with their needs, especially your experience with portfolio management systems and Agile methodologies.
Showcase Relevant Skills: In your application, emphasise your analytical and problem-solving skills. Provide examples of how you've interpreted complex business requirements into test scenarios, as this is crucial for the role.
Highlight Certifications: If you have any relevant certifications, such as ISTQB or knowledge of automation testing tools, make sure to mention these in your application. This can set you apart from other candidates.
How to prepare for a job interview at Saragossa
✨Know Your Portfolio Management Systems
Make sure you have a solid understanding of the portfolio management systems mentioned in the job description, such as SimCorp Dimension or BlackRock Aladdin. Be prepared to discuss your experience with these tools and how you've used them in previous roles.
✨Demonstrate Your Testing Expertise
Be ready to talk about your experience in developing and executing test plans, cases, and scripts. Highlight specific examples where your testing efforts led to improved quality or functionality in portfolio management applications.
✨Showcase Your Collaboration Skills
Since this role involves working closely with various stakeholders, prepare examples that demonstrate your ability to collaborate effectively with business analysts, developers, and project managers. Discuss how you’ve contributed to team success in Agile environments.
✨Prepare for Technical Questions
Brush up on your SQL skills and be ready to answer questions related to data validation and backend testing. You might also want to familiarise yourself with common defect tracking tools like JIRA, as well as any automation testing frameworks you’ve worked with.
