QA Lead, Investment Data & Analytics

About the role

Seeking an experienced QA Lead with expertise in investment data, data warehousing, and quality assurance. This role will lead testing efforts, ensure data accuracy, perform root cause analysis, and support the successful delivery of financial data solutions. Location: 100% Remote. At this time, Apex is not able to consider candidates for this role who require visa sponsorship now or in the future.

Responsibilities

• Develop and execute test strategies, plans, and test cases.
• Lead functional, integration, regression, and UAT testing.
• Perform SQL-based data validation and reconciliation across large datasets.
• Validate reporting outputs against underlying data sources.
• Manage defects, conduct root cause analysis, and identify recurring quality issues.
• Collaborate with business, product, and technology teams to ensure requirements are met.
• Support Agile development processes and CI/CD testing activities.
• Document test results, business impacts, and quality metrics.
• Assist with audit, regulatory, and data governance requirements.

Requirements

• 5+ years of QA experience supporting data-intensive applications.
• Strong understanding of QA methodologies, SDLC, and Agile practices.
• Advanced SQL skills with experience validating large datasets.
• Experience using Agile tools such as Azure DevOps and/or Jira.
• Experience with Snowflake data warehousing.
• Ability to perform root cause analysis and trend identification.
• Strong data reconciliation and analytical skills.
• Ability to work effectively in fast-paced Agile environments and sprint cycles.
• Excellent communication, documentation, and stakeholder management skills.
• Investment Domain Experience: Working knowledge of investment products, including Fixed Income (Bonds, MBS, ABS), Mortgage Loans, Equities, Derivatives; familiarity with financial product terms and data structures.

Skills

• Experience with investment accounting platforms.
• Familiarity with DBT.
• Exposure to orchestration tools such as Control-M.
• Python experience for data validation and ad hoc testing.
• Experience validating BI/reporting solutions.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans (optional layer of financial protection).
• ESPP (employee stock purchase program).
• 401K program with eligibility to contribute typically within 30 days of start; company match after 12 months of tenure.
• HSA (Health Savings Account on the HDHP plan).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program.
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for Consultants to address benefits and other resource questions.
• Certified Career Coach.
• Full list of benefits, programs, support teams, and resources available in the Welcome Packet (provided by an Everforth Apex team member).

Pay

Rate: $65-70/hr