Financial Analyst & AI Engineer

Financial Analyst & AI Engineer

Merion Swiss Partners SA

Geneva, Switzerland

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.

• 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.

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.

• 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.

• 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.

Financial & Investment Analysis

• Ability to combine financial reasoning with quantitative and data-driven approaches and to translate analytical results into clear…