Specialist, Technical Certification and Documentation Services

| Chicago


Technical Certification Services supports business process testing for internal and external business users including:

  • Externally requested testing of real-time and batch data interfaces, facilitating roundtrip testing through OCC systems for on-boarding, new or expanded external capabilities and software, OCC expanded functionality and industry initiatives to ensure external party readiness,
  • Business process, internal controls and audit verifications for internal OCC departments

The Quality Assurance Analyst primary role will be to support external or internal testing requests as it relates to test execution, including application level setup within OCC’s ENCORE system, creation of testing inputs, initiating and monitoring the applicable processes, and confirming the resulting outbound data files and reports are produced. Processing can extend to multiple areas of ENCORE including Clearing as well as downstream Risk/Margin systems. The analyst will support these efforts in test planning and preparation, execution, as well as troubleshooting with external parties. The analyst may also support connectivity requests as required to facilitate testing or support Production. 

This position requires a mix of business and technology knowledge with the ability to liaise between functions in order to support business process verification and utilizing technology to meet business goals.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

  • Executes and monitors test plans, performing any environment and/or data setup
  • Supports testing parties, providing troubleshooting as needed and confirming test completion
  • Coordinates with applicable business areas as needed when testing
  • Assists in working with external/internal parties to scope testing efforts prior to test execution, identifying applicable inputs, outputs, needed system processing and connection points. Ensures test scope is complete and accurate.
  • For testing associated to internal project work, actively participates in project meetings to provide testing status, and reports any missing/incomplete capabilities identified during testing
  • Writes clear and precise reports as required for identified software defects and/or functional defects identified during testing. Coordinates with design/technical staff as needed to facilitate resolution.
  • Communicates in a clear and concise manner all time delays or defects in the software immediately to appropriate testing parties, team members and management
  • Complete various projects and initiatives as assigned by Management

Supervisory Requirements



The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to translate technical requirements to non-technical users.
  • Ability to work effectively with internal/external customers and multiple levels of management.
  • Ability to absorb and retain working knowledge of multiple OCC department functions and external party interactions with OCC
  • Strong skills or experience in manual testing environment and experience with both front/back end testing
  • Excellent verbal, written and interpersonal communication skills, sound judgement and time management skills, focus on customer service
  • Highly motivated self-starter with creative problem solving skills
  • Excellent organizational skills, able to manage and prioritize assignments and respond to shifting priorities
  • Skilled at problem escalation and resolution
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence

Technical Skills:

  • Requires a broad knowledge of systems and application development technological alternatives: familiarity with Client/Server concepts (i.e. Java, JSP, Servlet, C++, HTML, Unix/Linux, SQL), Mainframe (TSO navigation, basic file editing, job monitoring), Unix/Linux (basic VI Editor skills), and scheduling packages (UC4, CA7, Autosys)
  • Understanding of relational database models. Proficiency in SQL (DB2, SQL server; queries, data manipulation, reading data models)
  • Familiarity with XML concepts and structures
  • Familiarity with real-time (MQ) and batch (SFTP, Connect:Direct) protocols
Education and/or Experience:
  • Bachelor’s degree in Management Information Systems, Computer Science, Economics, Business Administration, Finance or a related discipline, or an equivalent combination of education and work experience.
  • At least 3 years Financial Services experience (Options Industry preferred)
  • Experience in developing test scope and plans, project management, SDLC methodology
  • General securities markets, derivatives and options knowledge preferred
Certificates or Licenses:

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Adjacent to the Willis Tower, close to CTA, Metra and expressways with plenty of food and entertainment options nearby.

An Insider's view of OCC

What are some social events your company does?

Monthly happy hours, summer and winter outings and cultural celebrations to honor our diverse workforce.


Principal, Diversity and Inclusion

What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, technology stipend up to $2,000, mobile data reimbursement of $35 per month. Open offices, online health coaching.

Volunteer in local community
Each year, OCC employees select a locally-based charitable organization for each of our three offices (Chicago, Dallas and Washington, D.C.). We offer multiple opportunities to get involved.
Friends outside of work
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Open office floor plan
Dedicated Diversity/Inclusion Staff
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
OCC provides employees with a 401(k) matching plan managed by Fidelity. We match 50% of contributions up to 6% of an employee's annual gross pay.
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
OCC provides employees with a flexible work schedule that includes Flexible start and end times.
Vacation & Time Off Benefits
Generous PTO
OCC employees receive between 22 and 32 days per year of paid time off based on years of service.
Paid Volunteer Time
Our employees receive 8 hours per year of paid volunteer time.
Eligible employees get 30 days of paid sabbatical after their first 10 years of working at the company.
Paid Holidays
Perks & Discounts
Commuter Benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Happy Hours
Happy hours are hosted Once per month.
Relocation Assistance
OCC offers relocation assistance which varies based on the position level and location.
Professional Development Benefits
Job Training & Conferences
OCC offers employees professional development opportunities including onsite training courses and the ability to attend job related certification courses, conferences and seminars.
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $1000.
Lunch and learns
OCC hosts leadership lunches on a regular basis so you can learn about your colleagues and their unique backgrounds.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Employees are strongly encouraged to stay current in relevant technologies and supports certification programs.
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