Overview In this role you will design, govern, and continuously improve the Investment Department's operational processes and data management. You will lead the data architecture, data quality controls, and reporting infrastructure to enable reliable investment analysis and decision?making. You will evolve the operating framework to support new asset classes, mandates, and product initiatives, while managing relationships with service providers and overseeing budgets and invoicing governance. You will work with cross?functional teams to drive automation and process enhancements and ensure robust governance and controls across the investment lifecycle.
Benefits Maintain and enhance the investment database and reporting
Define and evolve data architecture for investment analysis and reporting with internal and external stakeholders
Oversee system enhancements and technology requests for investment operations
Design and monitor data governance, ensuring data integrity and traceability
Identify and implement automation and process improvements to boost data quality and efficiency
Set up operational framework for executing investments, onboarding asset classes, mandates, and new Unit Linked products
Oversee Middle Office activities in internal order management
Define and monitor data quality KPIs across Allianz Group entities in Italy (Traditional Life, Unit Linked, P&C;)
Manage contractual relationships with Asset Managers and Custodian Banks
Lead tender processes and monitor external service provider performance
Oversee KYC/AML processes involving counterparties
Govern Investment Operations framework including procedures, manuals, corporate handbook, DORA documentation, and Business Impact Analysis mappings
Define, monitor,



and control budgets for Investment Operations
Review and authorize invoices ensuring contractual compliance and governance
Key Responsibilities 7-12 years of professional experience in Investment Operations or related financial services roles
Master's degree in Engineering or Economics; additional qualifications (MBA, CFA, FRM, PhD) are advantageous
Programming and IT skills (Python, SQL, VBA, C/C++ or equivalent)
Advanced proficiency in Excel and PowerPoint
Knowledge of data management, reporting, and BI tools (Power BI or equivalent)
Familiarity with financial market data providers (Bloomberg, LSEG Workspace/Refinitiv, Morningstar)
Solid understanding of data governance, data quality management, and data architecture
Strong problem?solving abilities and ability to drive automation and process optimization
Strong collaboration and stakeholder management across local and international teams
Fluency in Italian and English
Requirements 7-12 years of professional experience in Investment Operations or related financial services roles
Master's degree in Engineering or Economics; additional qualifications (MBA, CFA, FRM, PhD) are advantageous
Programming and IT skills (Python, SQL, VBA, C/C++ or equivalent)
Advanced proficiency in Excel and PowerPoint
Knowledge of data management, reporting, and BI tools (Power BI or equivalent)
Familiarity with financial market data providers (Bloomberg, LSEG Workspace/Refinitiv, Morningstar)
Solid understanding of data governance, data quality management, and data architecture
Strong problem?solving abilities and ability to drive automation and process optimization
Strong collaboration and stakeholder management across local and international teams
Fluency in Italian and English
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📌 Investment Operations Manager (Bardi)
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