Back to Projects
ENTERPRISE QA PROJECT

SEI Wealth Management Platform

Worked as a QA Engineer on an enterprise Wealth Management platform supporting Capital Markets, Trade Lifecycle processing, Application Modernization, API validation, SQL verification, regression testing, and release validation in Agile environments.

Capital Markets Trade Lifecycle SQL API Testing Regression Agile
Resume About SEI
SEI Wealth
PROJECT OVERVIEW

Enterprise Wealth Management Testing

The SEI Wealth Management Platform supports investment operations, portfolio management, trade processing, settlements, and reporting for financial institutions.

As a QA Engineer, I validated end-to-end business workflows, APIs, SQL data integrity, regression suites, and release deployments while working closely with developers, business analysts, and product owners.

Requirement Analysis
Test Strategy & Estimation
Regression Testing
Defect Management
SQL Verification
Regression Testing
Release Validation

3.8+

Years QA Experience

500+

Test Cases

200+

Defects Verified

30+

Production Releases

BUSINESS WORKFLOW

Trade Processing Lifecycle

The application supports Capital Markets operations by processing securities transactions from trade initiation through settlement and validation.

Trade Creation

Buy / Sell trade captured in the system.

➜

Trade Validation

Validate business rules and mandatory fields.

➜

Free Receipt / Delivery

Verify securities movement without cash settlement.

➜

Settlement

Confirm successful settlement and status updates.

MY RESPONSIBILITIES

QA Contributions

  • Analyzed business requirements and participated in requirement discussions.
  • Prepared test estimation and contributed to test strategy planning.
  • Designed comprehensive test scenarios and detailed test cases.
  • Executed Functional, Smoke, Sanity and Regression test suites.
  • Logged and tracked defects using JIRA and Rally.
  • Collaborated with Developers and Business Analysts to resolve issues.
  • Participated in Daily Scrum, Sprint Planning, Sprint Review and Retrospectives.
  • Coordinated with onsite stakeholders for demos, handovers and release activities.
  • Validated Buy, Sell, Free Receipt and Free Delivery trade workflows.
  • Supported release validation and production readiness activities.
TEAM COLLABORATION

Cross-Functional Collaboration

Worked closely with multiple stakeholders throughout the software development lifecycle to ensure quality delivery and successful sprint completion.

Business Analysts

Clarified business requirements, acceptance criteria, and functional workflows before test planning.

Developers

Discussed defects, validated fixes, and coordinated regression testing.

Onsite Team

Participated in demos, knowledge transfer, release discussions, and sprint handovers.

QA Team

Worked collaboratively on planning, execution, defect triage, and release validation.

TOOLS & TECHNOLOGIES

QA Toolset Used

JIRA Rally SQL Postman Confluence Excel Agile Scrum STLC SDLC
KEY CONTRIBUTIONS

Project Highlights

Requirement Analysis

Reviewed business requirements and prepared test estimations and testing strategy.

Manual Testing

Executed Functional, Smoke, Sanity and Regression testing across multiple releases.

Defect Management

Logged, tracked and verified defects using JIRA and Rally.

Agile Delivery

Participated in sprint planning, daily scrum, retrospectives, onsite demos and release validation.

LEARNING OUTCOMES

Professional Growth

  • Strengthened understanding of Capital Markets and trade lifecycle workflows.
  • Improved requirement analysis and test planning skills.
  • Enhanced collaboration with Business Analysts, Developers, QA teams, and onsite stakeholders.
  • Built expertise in manual testing across Functional, Smoke, Sanity, and Regression testing.
  • Improved defect tracking and communication using JIRA and Rally.
  • Gained hands-on experience working in Agile Scrum methodology.
  • Developed confidence in release validation and production readiness activities.