Wealth Management Test Enginners

Wealth Management 

Job Title – UAT Tester

Job description – Investment products tester will be responsible for UAT testing across various Wealth management related projects. Below is the job responsibility.

• UAT testing. To ensure all the business test cases are executed.
• Assisting business user in UAT
• Coordinating daily huddle calls with Business stakeholders and IT
• Coordinating with IT and business to fast-track resolution of UAT/postproduction issues/ and defect retest/test cases execution.
• Preparation of daily status dashboard
• Assisting and coordinating with user on Preparation of test cases
• Defect management in JIRA
• Test case status update and monitoring in JIRA.
• Attending and coordinating on sprint review meeting

Experience in below Wealth Management products/Functionalities:

The project is basically implementation of a new wealth management solution, which includes Funds, Bonds, Equities and covers all the areas including, client on-boarding, lead management, account maintenance, model portfolio creation/monitoring/rebalancing, Corporate actions, Subcriptions/Buy lifecycle, Redemptions/Sell lifecycle, Asset Transfers, Compliance monitoring, regulatory reports, other reports, etc.