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.

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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 forward-looking vision, where people are at the center of our sustainable growth strategy.

We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate. We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth.

At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group. We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance.

Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day.

As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.

Essere Partner di Vita è la nostra ambizione: ogni giorno vogliamo essere al fianco dei nostri clienti prendendoci cura delle loro vite e dei loro sogni. Questo per noi è Più di un Lavoro.

Siamo parte di un importante Gruppo internazionale con oltre 82 mila persone in tutto il mondo e più di 68 milioni di clienti.

Siamo tra i principali player globali del settore assicurativo: l’innovazione e la sostenibilità sono nel nostro DNA.

Generali Italia è l’assicuratore più conosciuto in Italia con oltre Є28 miliardi di premi totali, 15 mila dipendenti e una rete capillare di 40 mila distributori, oltre ai canali online e di bancassurance. A Generali Italia fanno capo Alleanza Assicurazioni, Das, Genertel e Genertellife, Generali Welion, Generali Jeniot e Leone Alato, oltre alle attività della Business Unit Cattolica.

Il Gruppo Generali offre delle interessanti opportunità di arricchimento professionale in un contesto lavorativo caratterizzato da:

• Cultura aziendale solida e aperta, modi di lavorare innovativi, formazione e affiancamento a supporto di un inserimento efficace
• Ambiente di lavoro inclusivo in cui ognuno si sente accolto, libero di esprimere al meglio la propria identità, le proprie idee e le proprie capacità: perché siamo Più che diverse, Persone Uniche
• Qualità dei processi e iniziative per le nostre persone, che ci distinguono come Top Employer.

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