Club Deal Analyst

Generali Italia; Lombardia; On-site; EUR 45,000 - 55,000; Full time

Benefits offered by this job

Smart working

Corporate welfare

Supplementary healthcare

Insurance at favorable rates

Job summary

Intermonte, an investment firm serving Italian SMEs and institutional investors, seeks an Analyst/Senior Analyst to join the newly formed Club Deal Division in Milan. You will support club deal transactions, assess investment opportunities, build financial models and draft investment materials, with a focus on private companies and mid-market deals.

The ideal candidate has around 3–4 years in corporate finance, M&A, private equity or related fields, with strong valuation and modelling skills,

Qualifications

• Master’s degree in Economics, Finance, Business Administration, Management Engineering or equivalent.
• 4 years of professional experience in investment banking, M&A advisory, private equity, corporate finance, transaction services, valuation or related fields.
• Ability to analyse financial statements, business plans, market data and KPIs.
• Strong knowledge of corporate finance principles and valuation methodologies.
• Proven experience in financial modelling and valuation of companies.
• Previous exposure to buy-side and/or sell-side transaction processes.
• Excellent command of Microsoft Excel and PowerPoint.
• Fluent in English and Italian, both written and spoken.

Responsibilities

• Analyse investment opportunities across sectors, focusing on private companies and mid-market transactions.
• Support due diligence, co-ordinate information requests and data room analysis.
• Analyse business plans, historical financials, KPIs, capital structure and value creation potential.
• Prepare valuations using DCF, comparables, precedent transactions and LBO analysis.
• Build and maintain integrated financial models (P&L, balance sheet, cash flow).
• Prepare investment memoranda and transaction-related documentation.
• Monitor investments and track performance and KPIs.
• Prepare portfolio updates and investor reporting materials.

Skills

Financial modelling

Valuation

M&A

Excel

PowerPoint

English

Italian

Independent work

Attention to detail

Education

Master’s Degree in Economics/Finance

Tools

Bloomberg

FactSet

Capital IQ

Mergermarket

Aida

PitchBook

Job description

Intermonte is an Investment Firm for Italian SMEd and institutional investors operating in trading, advisory, and financial research, with a strong focus on equities, derivatives, and structured products. Thanks to its deep specialization in the Italian and European markets, Intermonte supports investors with independent analysis, tailored solutions, and high-quality trade execution.

The company’s structure includes specific business lines dedicated to:

• Investment Banking
• Global Markets

Intermonte is a part of Banca Generali Group, a private banking group, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.

The Club Deal Division is a newly established business area focused on the analysis and execution of selected co-investment opportunities for professional investors. The team works on minority transactions involving performing, established private companies, including market leaders, growth companies and pre-IPO opportunities.

We are seeking an experienced Analyst / Senior Analyst to join the newly created Club Deal Division in Milan. The ideal candidate has around 3/4 years of experience in corporate finance, M&A, investment banking, private equity, advisory, transaction services or investment analysis, with solid exposure to company valuation and transaction execution. The candidate will support the execution of club deal transactions, contributing to the assessment of investment opportunities, preparation of valuation analyses, development of financial models and drafting of investment materials.

Key Responsibilities:

• Analyse investment opportunities across different sectors, with a focus on private companies, SMEs and mid-market transactions.
• Support the due diligence process, coordinating information requests, data room analysis and interaction with external advisors where required.
• Analyse business plans, historical financials, KPIs, capital structure, cash generation, working capital dynamics and value creation potential.
• Prepare company valuations using different methodologies, including DCF, trading comparables, precedent transactions, sum-of-the-parts and, where relevant, LBO analysis.
• Build, review and maintain integrated financial models, including P&L, balance sheet, cash flow statements, operating assumptions, sensitivity analyses and scenario analyses.
• Prepare investment memoranda and other transaction-related documentation.
• Monitor existing investments, tracking company performance, financial results, key KPIs, business plan evolution and any material developments affecting the investment case.
• Prepare periodic portfolio updates and investor reporting materials, including performance updates, valuation reviews, market developments, company news and other relevant information for investors.

Requirements

• Master’s Degree in Economics, Finance, Business Administration, Management Engineering or equivalent academic background.
• 4 years of professional experience in investment banking, M&A advisory, private equity, corporate finance, transaction services, valuation, investment analysis or related fields.
• Ability to analyse financial statements, business plans, market data and company KPIs.
• Strong knowledge of corporate finance principles and company valuation methodologies.
• Proven experience in financial modelling and valuation of companies.
• Previous exposure to buy-side and/or sell-side transaction processes.
• Excellent command of Microsoft Excel and PowerPoint.
• Fluent English and Italian, both written and spoken.
• Strong analytical mindset and attention to detail.
• Ability to work independently, managing assigned workstreams with limited supervision.
• Ability to work under pressure and manage multiple priorities in a transaction-driven environment.

Nice to have:

• Previous experience in a fund, private equity platform, investment holding, family office or club deal structure.
• Knowledge of the Italian SME and mid-market landscape.
• Familiarity with databases such as Bloomberg, FactSet, Capital IQ, Mergermarket, Aida, PitchBook or similar.
• Understanding of legal and financial due diligence processes.
• Knowledge of deal structuring, shareholder agreements, investment agreements or minority investment dynamics.

What we offer

An employment contract is offered under the Italian Banking Collective Agreement (CCNL Credito) and Intermonte’s Company Benefits Regulation.

The starting gross annual salary is 50.000 euro. 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:

• Smart working and flexible working hours
• Corporate welfare system
• Supplementary healthcare coverage and insurance at preferential rates

Training and Development:

• Structured continuous training paths (technical and managerial)
• Professional development programs within the Group
• Access to learning platforms and internal mobility opportunities, including international assignments.

Why work with us

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

Banca Generali is proud to be an inclusive temporary employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.