About the Role
As a Technical Consultant within the Client Operations Team, you’ll play a key role in delivering intelligent document automation solutions. This role sits at the intersection of technology, finance, and operations, offering a unique opportunity to apply both coding and business analysis skills.
Key Responsibilities
- Design and implement document automation templates to support trading, reporting, and regulatory processes for global financial clients.
- Collaborate with internal teams and senior stakeholders at Tier 1 investment banks to gather requirements, scope projects, and translate complex business needs into scalable automation logic
- Work hands-on with JavaScript and/or Python to build and enhance templates for different clients.
- Analyze existing manual workflows to identify areas for process improvement, optimization, and automation.
- Participate in complex automation projects, working alongside senior developers and project leads.
- Maintain high-quality standards by adhering to JIRA workflows, SLAs, and internal development processes.
- Communicate with clients under the guidance of a senior developer or team lead.
Ensure consistency, accuracy, and compliance across all deliverables.
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What You’ll Gain
- Exposure to the fast-paced world of financial services and regulatory technology.
- Practical experience with document automation platforms, scripting, and structured data workflows.
- Cross-functional development across technology and finance, equipping you with a hybrid skill set in high demand.
- Growth opportunities through collaboration with experienced team members and leadership on mission-critical projects.
Building a global professional network across the structured products investment banking industry.
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Required Skills & Qualifications
- An academic background from STEM discipline
- Strong understanding of financial concepts and genuine interest in capital markets.
- Analytical mindset with excellent problem-solving and logical thinking abilities.
- Keen attention to detail, intellectual curiosity, and a proactive attitude.
- Excellent communication skills—ability to explain complex concepts clearly and concisely.
- Basic familiarity or a willingness to learn coding/scripting (e.g., JavaScript or Python) is a plus—but not mandatory.
Familiarity with financial products or documentation (e.g., term sheets, confirmations) is an advantage but not required.
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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.
