15 ago
|
Generali
|
Italia
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. 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 financia
📌 Investment planning and performance monitoring specialist (Italia)
🏢 Generali
📍 Italia