Full Description

This is a long-running programme around the bank's investment offering: extending what clients can buy and how they are served, and keeping the underlying journeys and applications current as regulation and commercial priorities move. You will work across a portfolio of initiatives rather than a single release. You will be a good fit if you have tested investment-services change before, are comfortable operating between product owners and engineers, and can take a scenario from design through execution to a clear status report.

Required Qualifications

• Experience in business or functional testing in the financial sector, ideally with investment products and processes
• An understanding of how an investment order progresses – placement, funding checks, execution and settlement – together with the servicing events that follow, such as income distributions and unit adjustments
• Ability to design, document and run test cases, including whole-journey scenarios that follow a client from account opening through to correct financial and tax outcomes
• Ability to query the database directly – using SQL to confirm balances, holdings and transaction history independently of the application interface
• Strong Excel skills – able to reproduce a calculation independently and hold the result up against the system's own output
• Comfortable working in a test and defect management tool such as Jira
• Patience for detailed, repetitive verification, with a low tolerance for rounding differences and numerical drift

Nice to Have

• Familiarity with the compliance layer around investment sales – suitability assessment, client risk classification and transaction monitoring for AML purposes
• Understanding of the tax aspects of investment products, including the settlement of investment income and tax-efficient account types
• Experience proving out a data migration – confirming that historical records, balances, holdings and client profiles arrived intact in the target system
• Experience testing change that originates in an audit finding or a new regulatory requirement rather than in a product idea
• Experience testing across system boundaries, where the investment platform depends on core banking, CRM or an external provider
• Prior work on digital investment channels, or on digitalising investment processes end to end

Scope of Services

• Design, document and execute test cases and end-to-end scenarios for investment products and the applications supporting them
• Confirm that the system's numbers hold – portfolio valuations, rates of return, commissions and management fees
• Confirm the accuracy of everything the system issues to clients and supervisors – statements, transaction listings and regulatory reporting
• Verify data at source in the database and independently reproduce bulk financial operations to confirm the system's output
• Participate in SIT and UAT – log and document defects, retest fixes and track them through to resolution
• Coordinate testing activity within your scope and report progress, status and risks
• Prepare and maintain test documentation, including test plans, scenarios, test data and results