Data Testing Engineer Wealth Management
Posted
Pay Rate Range: $53.57 - 55.14/hr.
REQUIREMENT_ID-(phone number removed)
Role Name - Data Testing Engineer - Wealth Management Platforms
Job Description:
Focus: Business Understanding, Financial Data Validation & Automated Data Quality
About the Role
We are seeking a Senior Data Testing Engineer with a strong business and domain understanding of wealth management platforms and a passion for data quality and automation. This is a hands on role focused on understanding how the business operates, how financial products behave, and how data flows across systems, and then translating that understanding into effective automated data tests.
This role emphasizes business driven testing, where the engineer deeply understands products, calculations, data transformations, and downstream impact, and uses Python based data testing and automation tools (e.g., PyTest, Python DQ frameworks) to validate correctness.
You will work closely with Product, Business Analysts, Data Engineers, and Developers to ensure financial data is reliable, explainable, and trusted.
Key Responsibilities
Business & Domain Driven Data Testing
"Develop strong functional understanding of wealth management products, including:
oAccounts, positions, holdings, transactions, balances, and statements
oFees, performance, valuations, and corporate actions
"Understand business workflows and data flows end to end, such as:
oTrade capture booking settlement accounting reporting
oClient onboarding account setup funding transactions
oMarket data ingestion pricing valuation
"Translate business rules and requirements into testable data validation scenarios
Data Testing & Reconciliation
"Design and execute data validation and reconciliation tests for:
oFinancial transactions and balances
oPositions, holdings, and ledger data
oClient, account, security master, and reference data
Automation & Tooling (Python / PyTest Focus)
"Build and maintain automated data quality tests using:
oPython and PyTest
oSQL based assertions and reconciliation queries
oPython based data quality or validation frameworks
"Automate validation for:
oDatabases and data stores
oAPIs and backend services (data centric validation)
oFile based integrations (CSV, JSON, XML)
"Integrate automated data tests into CI/CD pipelines or scheduled runs
Collaboration & Defect Analysis
"Partner with business, product, and engineering teams to:
oClarify requirements and expected data behavior
oInvestigate data issues with a business first mindset
oProvide clear explanations of data breaks and mismatches
"Document defects with business context, data evidence, and root cause insights
Required Qualifications
"10+ years of experience in Data Testing or SDET roles with strong business and data focus
"Strong understanding of wealth management or financial services domains
"Hands on experience with:
oPython and PyTest for data testing automation
oAdvanced SQL for data validation and reconciliation
"Experience validating:
oBackend systems, APIs, and integrations from a data perspective
oBatch processing and data pipelines
"Ability to understand business rules, calculations, and financial logic, not just schemas
Skills: Banking and Financial Technology
Experience Required: 10 & Above
Skills: Category Name Required Importance Experience SkillCategoryTest1_MN Banking and Financial Technology Yes 1 >7 years
REQUIREMENT_ID-(phone number removed)
Role Name - Data Testing Engineer - Wealth Management Platforms
Job Description:
Focus: Business Understanding, Financial Data Validation & Automated Data Quality
About the Role
We are seeking a Senior Data Testing Engineer with a strong business and domain understanding of wealth management platforms and a passion for data quality and automation. This is a hands on role focused on understanding how the business operates, how financial products behave, and how data flows across systems, and then translating that understanding into effective automated data tests.
This role emphasizes business driven testing, where the engineer deeply understands products, calculations, data transformations, and downstream impact, and uses Python based data testing and automation tools (e.g., PyTest, Python DQ frameworks) to validate correctness.
You will work closely with Product, Business Analysts, Data Engineers, and Developers to ensure financial data is reliable, explainable, and trusted.
Key Responsibilities
Business & Domain Driven Data Testing
"Develop strong functional understanding of wealth management products, including:
oAccounts, positions, holdings, transactions, balances, and statements
oFees, performance, valuations, and corporate actions
"Understand business workflows and data flows end to end, such as:
oTrade capture booking settlement accounting reporting
oClient onboarding account setup funding transactions
oMarket data ingestion pricing valuation
"Translate business rules and requirements into testable data validation scenarios
Data Testing & Reconciliation
"Design and execute data validation and reconciliation tests for:
oFinancial transactions and balances
oPositions, holdings, and ledger data
oClient, account, security master, and reference data
Automation & Tooling (Python / PyTest Focus)
"Build and maintain automated data quality tests using:
oPython and PyTest
oSQL based assertions and reconciliation queries
oPython based data quality or validation frameworks
"Automate validation for:
oDatabases and data stores
oAPIs and backend services (data centric validation)
oFile based integrations (CSV, JSON, XML)
"Integrate automated data tests into CI/CD pipelines or scheduled runs
Collaboration & Defect Analysis
"Partner with business, product, and engineering teams to:
oClarify requirements and expected data behavior
oInvestigate data issues with a business first mindset
oProvide clear explanations of data breaks and mismatches
"Document defects with business context, data evidence, and root cause insights
Required Qualifications
"10+ years of experience in Data Testing or SDET roles with strong business and data focus
"Strong understanding of wealth management or financial services domains
"Hands on experience with:
oPython and PyTest for data testing automation
oAdvanced SQL for data validation and reconciliation
"Experience validating:
oBackend systems, APIs, and integrations from a data perspective
oBatch processing and data pipelines
"Ability to understand business rules, calculations, and financial logic, not just schemas
Skills: Banking and Financial Technology
Experience Required: 10 & Above
Skills: Category Name Required Importance Experience SkillCategoryTest1_MN Banking and Financial Technology Yes 1 >7 years
