Investment Planning and Performance monitoring specialist
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In this role you drive group-wide investment planning and enhance performance monitoring to support strategic decisions. You will work with Group Finance and local teams to align assumptions, monitor performance against benchmarks and IFRS results, and deliver insights to senior stakeholders. You will also build tools, drive data quality, and optimize processes to scale planning and reporting across the Group.
Retribuzione / Benefits- smart working and flexible hours
- corporate welfare
- meal vouchers
- supplementary health insurance
- training and development
- internal mobility opportunities
- Coordinate annual and multi-year investment planning across Group insurance entities
- Liaise with Group Finance and local Investment and Finance departments to align planning assumptions and targets
- Monitor investment performance vs official benchmarks and assess their contribution to IFRS investment results
- Monitor Asset-Liability dynamics and their contribution to IFRS results
- Analyze key business and financial drivers to identify performance trends and deviations
- Monitor investment KPIs and prepare regular management reporting
- 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 (duplicate handling: merged)
- Monitor performance of investments and evaluate their contribution to IFRS investment result
- Ensure alignment with Group Finance and support governance processes
- Master's degree in Finance, Economics or quantitative discipline
- At least 5 years of experience in asset owners, asset managers or investment advisors with performance management, planning and reporting
- Strong knowledge of IFRS accounting principles with focus on investment income and financial instruments
- Solid understanding of capital markets and financial instruments
- Strong analytical abilities and reporting skills; experience with data visualization
- Strong presentation skills (PowerPoint)
- Proven ability to communicate complex financial concepts to technical and non-technical stakeholders
- Advanced Excel skills
- Experience with 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 languages is a plus
- Fluency in English; other languages a plus
- CFA and/or CAIA Charterholder and Insurance sector experience are desirable
- 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
- Strong analytical and problem-solving mindset
- Ability to synthesize complex information into actionable insights
- Excellent stakeholder management and communication skills
- Excel
- Power BI
- Tableau
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