Investment Planning and Performance monitoring specialist

Questa posizione è in Generali Italia Riassunto dell'opportunità da parte della Joinrs AI: Generali Italia ricerca un Investment Planning and Performance Monitoring Specialist con laurea magistrale in Finanza, Economia o disciplina quantitativa. Il candidato sarà responsabile della gestione dei processi di pianificazione degli investimenti, del monitoraggio delle performance e del supporto alle decisioni strategiche tramite analisi dettagliate. Tra i benefit offerti: lavoro smart e orari flessibili, welfare aziendale, formazione continua, sviluppo di carriera e RAL tra 48.000 € e 55.000 €, comprensiva di eventuale componente variabile. Il processo di selezione sarà interamente gestito da Generali Italia. Questa opportunità è disponibile su Milano
- Italy, Trieste
- Italy. -
- Within the Investment Planning and Performance Monitoring team, we are looking for a Investment Planning and Performance monitoring specialist who will play a key role in steering investment planning processes across the Group, enhancing performance monitoring capabilities and supporting strategic decision-making through insightful analysis of investment and IFRS results.

Key responsibilities
of the role will include:
- Coordinate annual and multi-year investment planning processes across Group insurance entities
- Liaise with Group Finance and local Investment and Finance departments to ensure alignment of planning assumptions and targets
- Monitor investment performance vs official benchmark assessing their contribution to IFRS investment results
- Monitor investment performance and Asset-Liability dynamics, assessing their contribution to IFRS investment results
- Analyze key business and financial drivers and identify performance trends and deviations
- Monitor investment KPIs
- Prepare regular management reporting on investment performance
- Deliver meaningful business insights and recommendations to senior stakeholders
- Develop and enhance planning and performance monitoring tools
- Drive process optimization initiatives and improve data quality and efficiency
- Ensure alignment with Group Finance and support governance processes
- Coordinate investment deep-dive reviews with local entities
- Coordinate annual and multi-year investment planning processes across Group insurance entities
- Monitor performance of investments and evaluate their contribution to IFRS investment result
- Ensure alignment with Group Finance and support governance processes Required qualifications include:
- Master's degree in Finance, Economics or quantitative discipline
- At least 5 years of working experience in asset owners (insurance is a plus), asset managers or investment advisors with relevant experience in performance management, investment planning and reporting activities
- Strong knowledge of IFRS accounting principles with particular focus on investment income and financial instruments
- Good understanding of capital markets and financial instruments
- Strong analytical abilities and reporting skills, with attention to detail
- Experience with data visualization
- Strong presentation skills (PowerPoint)
- Proven ability to communicate complex financial concepts to both technical and non-technical stakeholders
- Advanced use of Excel
- Power BI, Tableau or similar visualization tools
- SQL for data extraction and manipulation
- Bloomberg, FactSet or similar market data platforms
- Knowledge of Python or other analytical programming languages is considered a plus
- Fluency in English, knowledge of other languages is a plus
- Being CFA and/or CAIA Charterholder and Insurance sector experience will be nice to have Soft

Skills:
- Strong analytical and problem-solving mindset
- Ability to synthesize complex information into actionable insights
- Excellent stakeholder management and communication skills
- Ability to manage multiple priorities in a dynamic environment
- Collaborative and team-oriented attitude
- High attention to detail and commitment to quality

What we offer

We offer
employment at the 6° level with the relevant salary, in accordance with the CCNL ANIA for non-executive employees and the Generali Group Company Agreement. Gross annual salary ranging between 48.000 € and 55.000 €. The final offer will be aligned with the candidate’s professional experience, technical and soft skills relevant to the role, and may include an individual variable component. We also offer:
- Smart working and flexible hours
- Corporate welfare system
- Meal vouchers
- Supplementary health insurance and discounted insurance policies
- Well-being initiatives
- Training and development
- Structured continuous learning paths (technical and managerial)
- Career development programs within the Group
- Access to learning platforms and internal mobility opportunities, including international Why Join Generali Joining Generali means becoming part of an international Group with a strong heritage and a forw