ppWithin the Investment Planning and Performance Monitoring team, we are looking for a bInvestment Planning and Performance /b bmonitoring specialist /b 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. /p pKey responsibilities of the role will include: /p ul liCoordinate annual and multi-year investment planning processes across Group insurance entities /li liLiaise with Group Finance and local Investment and Finance departments to ensure alignment of planning assumptions and targets /li liMonitor investment performance vs official benchmark assessing their contribution to IFRS investment results /li liMonitor investment performance and Asset-Liability dynamics, assessing their contribution to IFRS investment results /li liAnalyze key business and financial drivers and identify performance trends and deviations /li liMonitor investment KPIs /li liPrepare regular management reporting on investment performance /li liDeliver meaningful business insights and recommendations to senior stakeholders /li liDevelop and enhance planning and performance monitoring tools /li liDrive process optimization initiatives and improve data quality and efficiency /li liEnsure alignment with Group Finance and support governance processes /li liCoordinate investment deep-dive reviews with local entities /li liCoordinate annual and multi-year investment planning processes across Group insurance entities /li liMonitor performance of investments and evaluate their contribution to IFRS investment result /li liEnsure alignment with Group Finance and support governance processes /li /ul h3Requirements /h3 ul liMaster's degree in Finance, Economics or quantitative discipline /li liAt 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 /li liStrong knowledge of IFRS accounting principles with particular focus on investment income and financial instruments.



Good understanding of capital markets and financial instruments /li liStrong analytical abilities and reporting skills, attention to detail. Experience with data visualization /li liStrong presentation skills (PowerPoint) are a prerequisite /li liProven ability to communicate complex financial concepts to both technical and non-technical stakeholders /li liAdvanced use of Excel /li liPower BI, Tableau or similar visualization tools /li liSQL for data extraction and manipulation /li liBloomberg, FactSet or similar market data platforms /li liKnowledge of Python or other analytical programming languages is considered a plus /li liFluency in English is a requisite. Knowledge of other languages is a plus /li liBeing CFA and/or CAIA Charterholder and Insurance sector experience will be nice to have /li /ul h3Soft Skills /h3 ul liStrong analytical and problem-solving mindset /li liAbility to synthesize complex information into actionable insights /li liExcellent stakeholder management and communication skills /li liAbility to manage multiple priorities in a dynamic environment /li liCollaborative and team-oriented attitude /li liHigh attention to detail and commitment to quality /li /ul h3What we offer /h3 pWe 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. /p pGross 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. /p h3We also offer /h3 ul liSmart working and flexible hours /li liCorporate welfare system /li liSupplementary health insurance and discounted insurance policies /li liTraining and development /li liStructured continuous learning paths (technical and managerial)



/li liCareer development programs within the Group /li liAccess to learning platforms and internal mobility opportunities, including international /li /ul h3Why Join Generali /h3 pJoining 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. /p pWe 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. /p pAt 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. /p pWorking with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day. /p pAs 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. /p h3Company Profile /h3 pGenerali 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. 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. /p /p #J-18808-Ljbffr

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