Private Assets Reporting Analyst
3 settimane fa
Within GenAM Operations the Private Assets Reporting Area has the main task of analyzing and monitoring Private Assets investments (Private Debt, Private Equity and Real Estate), enhancing processes and delivering reporting for both investors and top management.The ideal candidate will work on the following activities:Prepare periodic reporting packages (monthly, quarterly, annual) for investors and top management on actual and projections dataSupport ad-hoc analyses and requests from stakeholdersCustomize reports based on client requirementsMonitor and analyze key performance indicators to ensure accuracy and consistencyAssist with automation, reporting, and process improvement initiatives to improve reporting efficiencyManage and develop relationships with clients and internal stakeholdersCollaborate regularly and directly with fund managers, IT and client servicesTake ownership for individual projects and process improvementsRequirements Bachelor or Master’s degree in Finance, Economics, Business, or a related field3+ years of experience in the areas of controlling and reporting or data analysis (previous experience in consulting or asset management firm is a plus)Understanding of and experience with broad range of financial instruments and asset classes (focus on Private Debt, Private Equity and Real Estate)Proactively identifying and delivering improvements to processesStrong proficiency in MS Office, experience with alternative reporting tools (e.g., Power BI, Tableau) is a plusFamiliarity with SQL or data querying tools is desirableResults oriented with a focus on quality of deliveryExcellent attention to detail and organizational skillsEnthusiastic and team playerStrong communication skills and client focused mindsetCompany Profile Generali is one of the largest global insurance and asset management providers. Established in 1831, it is present in over 50 countries in the world, with a total premium income of € 81.5 billion in 2022. With 82,000 employees serving 68 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. At the heart of Generali’s strategy is its Lifetime Partner commitment to customers, achieved through innovative and personalised solutions, best‑in‑class customer experience and its digitalised global distribution capabilities. The Group has fully embedded sustainability into all strategic choices, with the aim to create value for all stakeholders while building a fairer and more resilient society.Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients’ assets.Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.). The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments’ companies.#J-18808-Ljbffr
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Real Assets Investments Analyst: Financial Modelling
2 settimane fa
Milan, Italia Altro A tempo pienoA leading investment management firm in Italy is seeking a VIE Real Assets Analyst to manage private debt and equity funds. You will analyze financial statements, develop Excel models for investment analysis, and prepare documentation for investment processes. Ideal candidates should have at least 2 years of experience and fluency in English. This position...
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Reporting Analyst
3 giorni fa
Milan, Italia Altro A tempo pienoJoin to apply for the Reporting Analyst role at Heritage Holdings .Who We AreHeritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.Our VisionWe aim to help clients build enduring wealth across generations by combining institutional‑grade...
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Vie Real Assets Analyst
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Milan, Italia Altro A tempo pienoVIE Real Assets Analyst - Financial Modelling & Investments EUR 30.000 - 40.000A leading investment management firm in Italy is seeking a VIE to manage private debt and equity funds. Responsibilities include analyzing financial statements, developing Excel models for credit analysis, and preparing documentation for investment processes. Candidates should...
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Reporting Analyst
3 giorni fa
Milan, Italia Altro A tempo pienoHeritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.Our visionis tohelp clients build enduring wealth across generationsby combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and...
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VIE Real Assets Analyst M
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Milan, Italia Banche e finanza A tempo pienoEntityAmundi, the leading European asset manager, ranking among the top 10 global players (1), offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs (2), financial and...
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Reporting Analyst
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Milan, Italia Altro A tempo pienoHeritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology,...
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VIE Real Assets Analyst M
3 settimane fa
Milan, Italia Banche e finanza A tempo pienoEntity Amundi, the leading European asset manager, ranking among the top 10 global players (1), offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs (2), financial and...
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VIE Real Assets Analyst M
14 ore fa
Milan, Italia Altro A tempo pienoEntity Amundi, the leading European asset manager, ranking among the top 10 global players (1), offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs (2), financial and...
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Reporting Analyst
14 ore fa
Milan, Italia Altro A tempo pienoJoin to apply for theReporting Analystrole atHeritage Holdings .Who We Are Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.Our Vision We aim to help clients build enduring wealth across generations by combining institutional‑grade...
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Private Assets Finance
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Milan, Italia Altro A tempo pienoA European investment platform based in Milan is seeking a Finance & Operations Associate (Private Assets) to support its growth. The successful candidate will maintain accounting records, liaise with administrators, assist with audits, and contribute to compliance. Ideal applicants will have a degree in finance or accounting and some experience in...
