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 t