Financial Technical Consultant

Job description

What we do We are a global software and professional services company for the financial industry, with offices in the UK, USA, Germany, Brazil and Indonesia. We specialize in working with investment banks to automate the issuance process for structured products. For layman, a structured product is a financial investment (not unlike a savings account) where the return to the investor depends on the performance of an underlying asset (e.g., a stock or an index). While structured products tend to offer a higher return than a savings account, they also tend to come with a higher risk. Therefore, the issuance (i.e., the creation) of a structured product and its offering to investors is highly regulated. We offer banks automation solutions to make that issuance process simpler. The core of our automation solution is a document automation tool that facilitates the creation of fact sheets, term sheets and similar documents which describe the products. We are looking to hire developers and financial experts to work with this core automation solution. What we’re looking for We are looking to expand our team of financial automation specialists. While we welcome applications from all backgrounds, the ideal candidate has: Strong knowledge of financial markets, and inclined to learn about tech and coding; OR Experience of legal document review, and inclined to learn about tech and finance; You should be a logical thinker, quick learner, diligent, have great attention to detail, excellent communication & interpersonal skills and the ability to translate complex ideas into clear explanations. Key Responsibilities Design, develop, and implement document automation templates to support trading, reporting, and regulatory processes Collaborate with internal teams and senior client stakeholders to gather requirements and define project scope Translate complex financial, legal, or business requirements into structured automation logic Work hands-on with scripting languages (e.g., JavaScript and/or Python) to build and enhance automation templates Analyze existing documentation and workflows (e.g., KIDs, term sheets, fact sheets) to identify opportunities for automation and optimization Lead or contribute to complex automation projects, ensuring timely and high-quality delivery Maintain development standards aligned with internal processes, JIRA workflows, and SLAs Support client communication and solution delivery, acting as a trusted advisor Ensure accuracy, consistency, and regulatory compliance across all deliverables What You’ll Bring We welcome candidates from diverse backgrounds (finance, legal, or technology), with a strong foundation in at least one of the following: Experience with investment banking documentation (e.g., KIDs, term sheets, fact sheets) Understanding of financial markets or legal/regulatory documentation in financial services Ability to interpret complex requirements and translate them into structured, logical solutions Experience or willingness to work with scripting/programming (e.g., JavaScript, Python) Strong analytical thinking, problem-solving skills, and attention to detail Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical stakeholders What we can offer you WSD offers an environment of innovation, self-determination, and opportunity. As part of our team you will establish and develop relationships with major stakeholders within our client firms, work on the cutting edge of automated solutions both in terms of our internal solutions and the tech stacks of the banks we work with, and collaborate with WSD colleagues from junior to executive level. Our offering is constantly evolving, and presents constant opportunity for those with an ambitious mindset and an appetite to learn. From day one you will have access to industry leading experts, the largest clients in the industry, and the resources of a growing company operating on the bleeding edge. We are a young, international team. Altogether, we are around 300 people worldwide, with the Headquarters based in Canary Wharf in London. Our clients include every major investment bank, including Goldman Sachs, JP Morgan, Morgan Stanley and Barclays. You will collaborate directly with these banks at a senior level to achieve full automation of their processes. If you have the skills, experience and drive to excel in this challenging and rewarding role, we would love to hear from you. Apply today and take the next step in your career with us! WSD is an employer that values diversity. We highly encourage applications from appropriately qualified and eligible candidates irrespective of age, race, religion, national origin, gender, sexual orientation, gender identity and/or expression, veteran status, disability, or any other status protected by applicable law.