Private Assets Reporting Analyst

3 settimane fa

Lombardia, Italia Generali Italia SpA A tempo pieno

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 data Support ad-hoc analyses and requests from stakeholders Customize reports based on client requirements Monitor and analyze key performance indicators to ensure accuracy and consistency Assist with automation, reporting, and process improvement initiatives to improve reporting efficiency Manage and develop relationships with clients and internal stakeholders Collaborate regularly and directly with fund managers, IT and client services Take ownership for individual projects and process improvements RequirementsBachelor or Master’s degree in Finance, Economics, Business, or a related field 3+ 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 processes Strong proficiency in MS Office, experience with alternative reporting tools (e.g., Power BI, Tableau) is a plus Familiarity with SQL or data querying tools is desirable Results oriented with a focus on quality of delivery Excellent attention to detail and organizational skills Enthusiastic and team player Strong communication skills and client focused mindset Company ProfileGenerali 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

  • Vie Real Assets Analyst

    2 settimane fa

    Lombardia, Italia Crédit Agricole Group A tempo pieno

    VIE Real Assets Analyst - Financial Modelling & InvestmentsEUR 30.000 - 40.000 A 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...

  • Financial Reporting Analyst

    2 settimane fa

    Lombardia, Italia Saige Partners A tempo pieno

    OverviewThe Financial Reporting Analyst will perform a broad range of accounting and financial analyst responsibilities to ensure data accuracy and integrity. ResponsibilitiesWrite and run SQL JET and Power BI reports related to financial transactions Create monthly and quarterly reports for both internal and external users Reconcile general ledger accounts...

  • ANALYST - FUND & ASSET MANAGEMENT

    3 settimane fa

    Lombardia, Italia COIMA A tempo pieno

    Join to apply for the ANALYST - FUND & ASSET MANAGEMENT role at COIMA Join to apply for the ANALYST - FUND & ASSET MANAGEMENT role at COIMA Get AI-powered advice on this job and more exclusive features. COIMA is a leading group in the investment, development, and management of property assets on behalf of international and Italian institutional investors....

  • Reporting Analyst

    4 settimane fa

    Lombardia, Italia GiGroup A tempo pieno

    Vuoi fare la differenza nella vita delle persone con il tuo nuovo lavoro? DIVENTA LIFECHANGER! Avrai la possibilità di farlo in un Gruppo attento a promuovere e garantire il Lavoro Sostenibile, l’Equità, Diversità e Inclusione delle persone con un’attenzione particolare alla Parità di Genere. Una realtà che fa dei valori di Cura, Passione,...

  • Senior Credit Risk Analyst

    2 settimane fa

    Lombardia, Italia Banche E Finanza A tempo pieno

    We are seeking a highly motivated and skilled Senior Credit Risk Analyst to join the Data & Regulatory Reporting team, within the Retail Credit Risk team, which covers the full area of lending to retail / bb customers based on a portfolio approach, acting as a second line of defense. The Data & Regulatory Reporting team's responsibilities range from...

  • Data Analyst

    3 settimane fa

    Lombardia, Italia Allianz Technology A tempo pieno

    Join Allianz as a BI & Reporting Data Analyst within our IT Data Analytics Platforms team, where you will be at the forefront of managing and evolving our IT platforms for Data Management & Reporting. In this dynamic environment, we are seeking a BI & Reporting Data Analyst with proven experience in designing, developing, maintaining business intelligence...

  • Business Analyst

    5 giorni fa

    Lombardia, Italia Hays A tempo pieno

    💼 Freelance opportunity - Business Analyst – NPL (Non‑Performing Loans)📍 Location: Peschiera Borromeo (Milan area) 📌 Contract Type: Freelance 🏦 Industry: Banking / Financial Services 🔎 Role Description We are seeking a Business Analyst to support client projects in the NPL (Non‑Performing Loans) field. You will act as a functional...

  • Collection & Credit Analyst

    3 settimane fa

    Lombardia, Italia Engie Italia A tempo pieno

    OverviewCOLLECTION AND CREDIT ANALYST ENGIE puts sustainable development at the center of its activities to meet the challenges of the energy transition to a low-carbon economy: access to a sustainable economy, climate change mitigation and adaptation, and resource optimization. We are looking for a Collection and Credit Analyst in S&EM Italy, based in Rome....

  • CRM Analyst: Personalization

    2 settimane fa

    Lombardia, Italia Industria Del Legno E Dei Mobili A tempo pieno

    A luxury sector company based in Italy is seeking a motivated CRM Analyst to join their Marketing team. This role is ideal for a junior-mid level professional who possesses strong analytical skills and a passion for customer engagement. The CRM Analyst will execute and optimize CRM and trade marketing initiatives while managing customer journeys and...

  • Finance Analyst

    2 settimane fa

    Lombardia, Italia Bending Spoons A tempo pieno

    A dynamic software firm based in Milan is seeking a Finance Analyst. This entry-level role involves overseeing financial due diligence, preparing reports, and ensuring compliance with standards. Ideal candidates will possess strong reasoning abilities, drive, and proficiency in English, with an opportunity for significant career growth and competitive...