Within the Investment Planning and Performance Monitoring team, we are looking for a

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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

Requirements

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, attention to detail. Experience with data visualization

Strong presentation skills (PowerPoint) are a prerequisite

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 is a requisite. 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

Lavoro da remoto and flexible hours

Corporate welfare system

Supplementary health insurance and discounted insurance policies

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.

Company Profile
Generali Group Head Office is the guidelining unit of the Generali Group, one of the largest global insurance and asset management providers. Established in 1831, Generali is present in over 50 countries in the world, with a total premium income of € 82.5 billion in 2023. With around 82,000 employees serving 70 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. At the heart of Generali’s strategy is its Lifetime Partner commitment to customers, achieved through innovative and personalised solutions, best‑in‑class customer experience and its digitalised global distribution capabilities. xysqume The Group has fully embedded sustainability into all strategic choices, with the aim to create value for all stakeholders while building a fairer and more resilient society.

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📌 Investment Planning and Performance Monitoring Specialist (Milano)
🏢 Generali
📍 Milano