Financial QA Analyst

The Job/What You’ll Do:

The QA Analyst – Financial Calculations is a hands-on role dedicated to ensuring the accuracy of the complex financial calculations that power our industry-leading software. As a QA Analyst – Financial Calculations, you will be responsible for validating everything from retirement planning tools to 401k implementations, ensuring data is correct in both the user interface and generated reports. The QA Analyst – Financial Calculations must dive deep into the business logic behind financial scenarios to catch potential bugs before they reach our clients. This position is vital for maintaining our commitment to unmatched quality and precision across our various worldwide implementations. Ultimately, the QA Analyst – Financial Calculations serves as a key collaborator between product and engineering teams to safeguard our users' financial futures.

We can only consider candidates for this position who are able to accommodate a FULLY IN OFFICE work schedule and are close to our Austin, TX office.

Responsibilities:

• Run manual tests against financial calculations in the UI and verify that all outputs are correct.
• Write detailed test cases and scenarios based on release changes and specific financial requirements.
• Review generated financial reports to ensure every calculation is accurate.
• Thoroughly understand the business logic of financial features before beginning the testing process.
• Document bugs clearly and work closely with engineers to debug and resolve issues.
• Test implementations across multiple countries and specific bank requirements.
• Collaborate with product and engineering teams to understand the full scope and requirements of new features.
• Other duties as assigned.

Knowledge, Skills, Abilities:

• Strong math background or business and finance knowledge, including accounting, investments, or tax planning.
• Ability to handle testing in multiple financial scenarios across the globe
• Ability to understand complex concepts such as retirement accounts, contribution rules, and tax implications.
• Experience writing clear, detailed test cases and validating data across UI elements and reports.
• A problem-solving mindset with high motivation to find, report, and help resolve software bugs.
• Personable and collaborative, with the ability to work effectively across product, engineering, and diverse teams.

Education & Experience:

• Bachelors Degree in Computer Science, Finance, Accounting, Mathematics, or a related field. (Required)
• 3-5 years of professional experience in financial services, accounting, or tax planning, with a proven track record of performing or auditing complex calculations. (Preferred)
• 3-5 years of experience in a QA environment or a technical role where you were responsible for validating numerical outputs and software accuracy. (Preferred)

Compensation: The Base Salary range for this position is between $75,000-$85,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

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Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. 

Our Mission 

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values 

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.  

We believe in: 

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. 

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. 

• Unyielding Integrity, doing what’s right, always. Even when it’s hard. 

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together. 

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. 

Our Culture & Benefits 

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life. 

• Flex Time or Paid Time Off and Sick Time Off 

• 401K – 6% Employer Match 

• Medical, Dental, Vision – HDHP or PPO 

• HSA – Employer contribution (HDHP only) 

• Volunteer Time Off 

• Career Development / Recognition 

• Fitness Reimbursement 

• Hybrid Work Schedule 

  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.