Financial Analyst & AI Engineer

more-jobs; Genf; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Home office

Flexible schedule

Zusammenfassung

Merion Swiss Partners SA in Geneva, Switzerland, seeks a junior Financial Analyst & AI Engineer to design and implement automated tools within the research framework. You will contribute to financial analysis, research, and internal analytics tools development.

The role emphasizes data-driven analyses, Python-based automation, and on-site collaboration with the investment team. Entry-level to junior professionals are welcomed for immediate entry and growth.

Qualifikationen

• Master's degree in Finance or Quantitative Finance, completed or in progress.
• Strong analytical skills with ability to work with financial data from multiple sources.
• Experience with Python, SQL, Excel and data automation tools.

Aufgaben

• Analyze and challenge data from the Analysis Database to support investment decisions.
• Develop and automate financial research methodologies and monitoring frameworks.
• Build and improve an interactive portfolio dashboard with Streamlit and backtesting features.
• Implement offline local AI/NLP components for secure internal processing.

Kenntnisse

Financial analysis

Data analysis

Programming

Ausbildung

Master's degree in Finance or Quantitative Finance

Tools

Python

SQL

Excel

Streamlit

Beautiful Soup

Selenium

Pandas

NumPy

LangChain

LlamaIndex

Jobbeschreibung

Financial Analyst & AI Engineer

Financial Analyst & AI Engineer

Merion Swiss Partners SA

Geneva, Switzerland

About us

Founded in Geneva in 2019, Merion is an independent, FINMA-regulated wealth management firm. We provide bespoke portfolio management built on independence, transparency, collaboration, and stability.

We are seeking a high-potential, entry-level / junior professional to design and implement next-generation automated management tools within our existing framework, as well as to contribute to financial and investment analysis, research, and the development of the Company’s internal analytical tools.

Innovation & Artificial Intelligence

• Privacy-First Local AI Engine: A 100% offline, local AI assistant that securely parses PDFs, conducts smart searches across internal files, and summarizes news sentiment without data leaks.
• Internet mitigation tool: develop a KYC AI tool that groups internet and AI searches in various languages and alphabets (Latin and Cyrillic).
• Contribute to the adoption of AI and automation capabilities across research workflows.
• Company’s visibility via AI: improve the Company’s visibility in the field of Wealth and Investment Management on Google and via AI tools such as ChatGPT or Claude.

Research Tools & Analytics

Proprietary solution for Equities and Bonds

• Create an Analysis and Research Proprietary Database that automates pipeline tracking from multiple sources within the Company’s internal investment universe.
• Build a screening and data solution based on the database that returns data such as daily prices, stops and targets based on technical analysis and/or sentiment, news, descriptions (EN/FR), investment or disinvestment rationales, ratings, and default risks.
• Automate data collection to support financial research activities.
• Transform the solution into an end-user interface technology.
• Work closely with end users to understand their needs and continuously improve the solution.

Proprietary solution for Structured Products

• Create an Analysis and Research Proprietary Database for Structured Products and their underlyings.
• Screen underlyings and return a live one-page format with key information, P&L, probabilities of autocall or an unfavorable scenario, and issuer default risk.

Financial Analyst

• Analyze and challenge the data resulting from the Analysis Database, especially in relation to purchase and sale signals or recommendations, and potentially mitigate associated risks. Ensure data quality, integrity, governance, and accessibility across the research platform.
• Investment research: evaluate emerging technologies relevant to financial research and data analysis.
• Modular Portfolio Dashboard: an interactive desktop interface (Streamlit) to build portfolio profiles, enforce rules, brackets, currencies, markets, etc., and run backtests based on the Company’s universe.
• Support the assessment of investment opportunities through fundamental and quantitative analysis, including financial ratios, historical performance, risk factors and market data.
• Use Python, SQL, Excel and other analytical tools to automate financial analysis, reporting and recurring investment-monitoring processes.
• Contribute to the development and continuous improvement of the Company’s internal financial research methodologies, analytical models and investment-monitoring framework.

Office Support

• Translation of internal and sensitive documents from EN to RU.
• Support to the Company’s Business Introducers via KYCs, KYTs and FINMA standards (RU / FR / EN).
• Possibility to develop the Company’s clientele.
• Handle the Company’s website.

Your profile

Financial & Investment Analysis

• Ability to combine financial reasoning with quantitative and data-driven approaches and to translate analytical results into clear conclusions for investment professionals.
• Strong analytical skills and ability to work with financial and market data from multiple sources.

Data & Programming

• Financial Scraping & Data Retrieval: proven experience in financial web scraping (Beautiful Soup, Selenium) and automated daily data parsing into local Excel/SQL environments.
• Tool Implementation & Interfaces: hands-on experience implementing functional desktop control panels and UI analytics tools using Python (Pandas, NumPy) and frameworks such as Streamlit.
• Quant Modeling: constrained portfolio optimization, multi-currency conversions, and historical backtesting metrics, including Sharpe ratio and volatility. Prior experience supporting quantitative asset pricing or empirical risk factor research is highly valued.
• Local AI/NLP: implementation of secure, offline LLMs via LangChain or LlamaIndex to process data entirely on-site. Specific exposure to building custom text preprocessing, PDF extraction tools, and news sentiment scoring engines is ideal.

Education

Master’s degree in Finance or Quantitative Finance (completed or in progress).

Languages

Fluent English and Russian.

Good knowledge of French — minimum B1.

Job Offer

Attractive environment.

Home office and flexibility.

Full time.

Immediate entry date or to be discussed.

• Merion Swiss Partners Sàrl
  Rue du Marché 3
  1204 Genève