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 a

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