QA analyst

QA Analyst ( 3–6 years of QA experience, preferably in financial services, lending, banking, fintech, or enterprise SaaS. )

We are looking for a detail-oriented QA Analyst to support testing and quality assurance for our Digital Agency Platform , a loan administration and agency banking platform covering syndicated loans, drawdowns, repayments, rollovers, interest calculations, fees, notices, covenants, and lifecycle events.

The QA Analyst will be responsible for preparing detailed test cases, validating platform functionality, identifying defects, supporting UAT, and ensuring that the platform meets enterprise-grade standards expected by agent banks and loan operations teams.

This role is ideal for someone with experience in financial services, lending platforms, loan operations, or enterprise SaaS testing.

Key Responsibilities

1. Test Case Preparation

• Build detailed test cases from user stories, BRDs, PRDs, Figma screens, and functional specifications.

• Ensure test cases cover positive, negative, edge-case, and regression scenarios.

• Prepare test scripts for end-to-end agency workflows.

• Define expected results clearly for each test scenario.

• Maintain test case libraries in JIRA, Excel, TestRail, Zephyr, or similar tools.

2. Functional Testing

Test key workflows across the Digital Agency Platform, including:

• Deal setup and facility configuration

• Borrower, lender, agent, and participant setup

• Drawdown booking and utilisation tracking

• Rollover, repayment, prepayment, and cancellation flows

• Interest rate setting and rate reset events

• Fee setup, accrual, billing, and payment workflows

• Agency fees, commitment fees, utilisation fees, and other fee types

• Notice generation, approval, and distribution

• Covenant and obligation tracking

• Secondary transfer and position movement workflows

• Accounting entries, cash movements, and reconciliation outputs

3. Calculation Validation

Validate business and financial calculations, including:

• Interest accruals

• RFR calculations, including daily simple, compounded, and term RFR

• Fixed and floating rate structures

• Margin floors and base rate floors

• PIK and capitalisation of interest

• Default interest and penalty calculations

• Commitment and utilisation fees

• Day-count conventions, including ACT/360, ACT/365, and 30/360

• Multi-currency and FX-related scenarios

• Break costs, prepayments, and repayment schedules

The QA Analyst must be able to compare system outputs against manually calculated expected results or agreed calculation templates.

4. Defect Management

• Log defects clearly with steps to reproduce, screenshots, expected results, and actual results.

• Classify issues by severity and priority.

• Work closely with developers, BAs, and product managers to clarify issues.

• Retest fixed defects and confirm resolution.

• Track open issues through to closure before release or client handover.

5. Regression & Release Testing

• Support regression testing before every release.

• Maintain regression test packs for critical platform workflows.

• Validate that new changes do not break existing functionality.

• Support smoke testing, sanity testing, and release readiness checks.

• Provide clear QA sign-off or risk-based release recommendations.

6. UAT & Client Demo Support

• Support preparation of UAT test packs for client validation.

• Help validate workflows before client demos.

• Identify functional gaps and usability issues before external handover.

• Prepare QA summary reports highlighting test coverage, defects, risks, and open items.

• Work with Product and BA teams to ensure client feedback is converted into testable requirements.

Required Skills & Experience

• 3–6 years of QA experience, preferably in financial services, lending, banking, fintech, or enterprise SaaS.

• Strong understanding of functional testing, regression testing, defect lifecycle, and UAT support.

• Ability to write detailed test cases from business requirements and user stories.

• Experience testing workflow-heavy platforms.

• Strong attention to detail and ability to validate calculations.

• Familiarity with JIRA or similar issue tracking tools.

• Ability to work closely with Product, Engineering, BA, and QA teams.

• Good written communication skills for defect reporting and QA summaries.

Preferred Domain Knowledge

Experience or familiarity with any of the following would be highly valuable:

• Syndicated loans

• Loan agency operations

• Loan IQ, ACBS, or similar loan servicing platforms

• Drawdowns, repayments, rollovers, and interest cycles

• RFR / SOFR / SONIA / EURIBOR calculations

• Fee accruals and billing

• Notices and loan lifecycle events

• Bank operations, middle office, or loan administration workflows

Tools Experience

Preferred experience with:

• JIRA

• Confluence

• Excel

• Figma

• TestRail / Zephyr / Xray or similar QA tools

• Postman for basic API testing

• SQL basics for data validation

• Browser developer tools for front-end issue investigation

Key Deliverables

The QA Analyst will be expected to deliver:

• Detailed test cases and test scripts

• End-to-end workflow test packs

• Regression test suites

• Defect logs with clear evidence

• Calculation validation sheets

• UAT support materials

• QA summary reports

• Release readiness observations

• Demo readiness checks

Success Criteria

Success in this role will be measured by:

• Quality and completeness of test cases

• Ability to identify defects before client demos or UAT

• Accuracy of calculation validation

• Timely retesting and defect closure

• Clear QA reporting and risk escalation

• Contribution to stable releases and improved platform quality

• Strong collaboration with Product, Engineering, BA, and Design teams