Job Description

The Planning & Control function coordinates strategic planning, budgeting, forecasting, and management reporting activities across Generali Investments. The team works closely with internal stakeholders and international business entities to monitor financial performance, support decision-making processes, and ensure effective budget and cost control.

Through financial analysis, reporting, and business performance monitoring, the function contributes to strategic initiatives and supports senior management in driving sustainable business growth.

- Budgeting & forecasting support: assist in the preparation and monitoring of budgets, forecasts, and planning activities; support the collection and consolidation of data from different business entities.
- Financial reporting: contribute to the preparation of periodic management reports, presentations, and analysis for internal stakeholders and senior management.
- Business performance analysis: support the monitoring of key business indicators, including financial results, assets under management (AUM), net flows, revenues, and costs; assist in variance analysis against budget and forecasts.
- Data collection & consolidation: collaborate with international teams to gather, validate, and consolidate financial and business information for reporting purposes.
- Cost control activities: support budget tracking and expenditure monitoring activities, helping ensure alignment between actual costs and planned budgets.
- Dashboard & reporting tools: assist in maintaining and improving reporting files, dashboards, and analytical tools used by the team.
- Ad hoc analysis: support the preparation of financial analyses, presentations, and materials related to strategic initiatives, business reviews,



and special projects.

Requirements

- Master's degree in Economics, Finance, Business Administration, Management Engineering, or related fields (ongoing or recently completed).
- Fluency in English and Italian, both written and spoken.
- Good knowledge of Microsoft Excel and PowerPoint.
- Strong interest in financial analysis, budgeting, controlling, and business performance monitoring.
- Analytical mindset and confidence in working with data and numerical information.
- Previous internship or university project experience in finance, controlling, consulting, or related fields is considered a plus.
- Knowledge of Tagetik, Power BI or other reporting tools is considered a plus.

Skills:

- Strong analytical and problem-solving skills.
- Attention to detail and accuracy.
- Effective communication and presentation skills.
- Ability to manage multiple activities and deadlines.
- Proactive attitude and willingness to learn.
- Team player with strong collaboration skills in an international environment.
- Organizational and time-management skills.
- Curiosity and interest in understanding business and financial dynamics.

Company Profile

Generali is a major player in the global insurance industry - a strategic and highly important sector for the growth, development, and welfare of modern societies. Over almost 200 years, we have built a multinational Group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees.

Generali Investments Holding (GIH) oversees the Generali Group's global Asset Management activities, GIH gathers all the Generali asset management affiliates, acting as majority shareholder. With over 600 bn€ asset under management, it is one of the leading European asset managers.

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📌 Planning & Control Internship (Lombardia)
🏢 Generali Italia
📍 Lombardia