QA Lead, Investment Data & Analytics

Everforth Apex - QA Lead, Investment Data & Analytics

Location: Newport Beach, CA

Onsite 4 Days per week

Rate: $65-70/hr

At this time, Apex is not able to consider candidates for this role who require visa sponsorship now or in the future.

Overview

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.

Key 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.

• Required Qualifications

• 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.

• Preferred Qualifications

• 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.

• Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

• Everforth Apex uses a virtual recruiter as part of the application process. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at a provided link.

• Everforth Apex

Benefits

• Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a Health Savings Account on a high-deductible plan, an Employee Assistance Program with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

• Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

• If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our accommodations department.

Benefits

• Department accommodations information is provided for medical ADA accommodations and related inquiries.