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Investments QA Lead III (Remote)
Kforce • Newport Beach, CA
No Relocation
Posted: October 1, 2026
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
Requirements
- 5+ years of experience in quality assurance, with a focus on data-intensive applications
- Demonstrated experience using Agile methodology tools (Azure DevOPS, Jira)
- Strong understanding of testing methodologies and SDLC best practices
- 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
- Established and proven SQL skills
- Strong data reconciliation and financial impact analysis capabilities
- Critical thinking and precision in problem-solving and documentation
- Strong Excel skills
- High attention to detail
- Strong communication and documentation skills
- Proactive attitude with a commitment to continuous learning and process improvement
- Ability to perform root cause analysis and trend identification
- Ability to work effectively under time-sensitive cycles (e.g. two-week Sprints)
- Experience with investment accounting systems
- Exposure to Ctrl-M or any other orchestration tools
- Familiarity with DBT
- Knowledge of Python for ad hoc testing/data validation