Skills: Functional Testing

Experience Required: 10 & Above

Must Have

Required Skills & Experience

Technical Skills

• Experience testing portfolio management systems (e.g., Broadridge RBroker, CGI Wealth 360, Charles River).
• Hands‑on experience validating financial calculations.
• Experience with automation tools (Robot Framework – Accelq, Power Automate).

Domain & Financial Knowledge

• Solid understanding of investment products: Equities, fixed income, ETFs, mutual funds.
• Solid knowledge of portfolio accounting concepts: Holdings, transactions, valuations, pricing, cash flows.
• Understanding of performance & risk measurement concepts.

Key Responsibilities

Functional & Regression Testing

• Develop, execute, and maintain detailed test plans, test cases, and test scripts for portfolio management applications.
• Validate portfolio-level ...