Workflow Business Analyst

Reposted 6 Days Ago
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Foz do Iguaçu, Paraná
In-Office
Mid level
Artificial Intelligence • Information Technology • Software • Industrial • Automation
The Role
The Business Analyst will support workflow automation for investment banks, bridging client needs with engineering teams, ensuring efficient processes and documentation.
Summary Generated by Built In

Location : Remote from anywhere in Brazil 


About the Role

We are seeking a results-driven Business Analyst to support the development and deployment of workflow automation technologies tailored to the needs of our top-tier investment banking clients. This role will bridge the gap between client-facing teams, product development, and engineering, ensuring that workflow solutions are accurately scoped, thoughtfully designed, and successfully implemented to drive operational efficiency and scalability.

What we do 

We are a global software and professional services company for the financial industry, with offices in the UK, USA, Germany, Brazil, Hong Kong 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

  • Knowledge of financial topics or an interest in markets and a deep interest in tech and coding.
  • Strong knowledge of coding best practices (including QA and releases), and an inclination to learn about financial markets, particularly in the structured products industry.
  • Strong knowledge of JavaScript required, knowledge of PHP a plus. 
  • Demonstrated passion for process enhancement with demonstrated experience improving and/or documenting existing ways of working.
  • Strong analytical skills, high attention to detail, high level of organization, ability to learn quickly, ability to translate complex ideas into clear explanations, high level of diligence, excellent communication, interpersonal & stakeholder-management skills.
  • Strong written and oral English communication skills.
  • Prior experience with or an existing understanding of workflow/process automation tools, BPM platforms, or low-code/no-code solutions a plus.
  • Comfort working in a fast-paced, high-accountability environment with multiple concurrent initiatives.
  • Experience with tools such as Jira, Confluence, Lucidchart, SQL, or similar platforms a plus.

Key Responsibilities 

  • Partner with clients (global investment banks) to understand current-state processes, pain points, and strategic goals.
  • Document and analyze complex workflows across front, middle, and back-office functions.
  • Translate business requirements into clear and actionable product specifications and user stories.
  • Collaborate closely with product managers, designers, and engineering teams to drive the design and build of workflow automation tools.
  • Support UAT and client testing processes, including test case development, coordination, and issue resolution.
  • Conduct data analysis to identify process inefficiencies and quantify ROI for proposed workflow changes.
  • Ensure alignment across internal stakeholders and contribute to roadmap prioritization and sprint planning.
  • Prepare client-facing documentation including business cases, solution proposals, and onboarding guides.

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 & 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.

Top Skills

Confluence
JavaScript
JIRA
Lucidchart
PHP
SQL
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The Company
HQ: London
317 Employees
Year Founded: 2008

What We Do

WSD (www.wsd.com) is an innovative technology company, backed by leading U.K. mid-market private equity firm Bowmark Capital. Specializing in comprehensive SaaS-based solutions for the structured products and OTC derivatives markets, our cutting-edge platform and related services streamline document generation for legal, marketing, and investor communications while offering workflow automation, data and lifecycle management, and seamless integration with industry platforms and portals.

While our core focus is on structured products, our versatile technology platform has broader applicability within the banking sector. As a market leader, we are dedicated to continuous innovation, incorporating artificial intelligence (AI) into every aspect of our solutions to drive efficiency and deliver unmatched value to our clients.

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