Investment Reporting & Controlling Specialist

Experteer Italy; Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A leading company in the investment sector seeks an Investment Reporting & Controlling Specialist in Milan. The role involves managing financial reporting, supporting budget preparation, and project management within a dynamic team. Candidates should possess strong financial expertise and a relevant degree, with opportunities for growth in a collaborative environment.

Servizi

Permanent contract under the CCNL credit agreement

Smart Working with flexible days

Health insurance for you and your family

Meal vouchers

Company pension fund contribution

Performance bonus

Additional leave and time bank

Psychological well-being support

Collaborative work environment

Competenze

• 3-4 years in similar roles within the investment sector.
• Exceptional knowledge of MS Office Suite.
• Proficiency in English and Italian.

Mansioni

• Registration and management of master data.
• Preparation of quarterly summary reports.
• Support in the preparation of budget and forecast.

Conoscenze

Attention to detail

Teamwork

Goal-oriented attitude

Formazione

Degree in Business Administration / Economics / Finance / Engineering

Strumenti

MS Office Suite

Descrizione del lavoro

Sella Groupis one of the largest private and independent banking group in Italy. With over 5,000 employees, we are present in 7 countries and have 300 branches throughout Italy. Our activities include commercial and retail banking, private and wealth management, corporate & investment banking, payment systems, open banking, and information technology services.

Sella Corporate & Investment Banking (CIB)is the business division of Sella Group specialized in corporate finance transactions, including M&A advisory, corporate bond issuance, debt structuring, leveraged finance, corporate venture capital (CVC), and equity investments. Our portfolio counts over 60 investments, with more than 35 in venture capital, including Satispay, Qonto, Banxware, Volume, Smava, Smartpricing, among others.

We are looking for an Investment Reporting & Controlling Specialistwith strong financial expertise and business acumen, and with previous experience in Admin Reporting, Portfolio & Financial Controlling to expand our team.

Main Responsibilities:

Admin & Reporting

• Registration and management of master data (e.g., TT, 8-digit codes, account 14, etc.)
• Accounting transactions
• Processing of incoming and outgoing bank transfers
• Management, entry, and upload of data on internal dashboards and monthly regulatory reporting to the Bank of Italy
• Preparation of quarterly summary reports for the Group Secretariat and Auditors
• Monitoring of investments and portfolio performance
• Assistance in drafting the quarterly Group Portfolio Review
• Support in the preparation of presentations for the Risk Committee

Planning & Financial Controlling

• Support in the preparation of budget and forecast
• Assistance in quarterly valuations and Impairment Test

Project Management

• Management of CIB CVC and equity investments projects

Key Requirements:

• At least 3-4 years in similar roles within the investment sector
• Exceptional knowledge of MS Office Suite
• Proficiency in English – ideally improved through an educational/working experience abroad – and Italian is a must
• Outstanding university degree (Degree in Business Administration / Economics / Finance / Engineering / similar subject from a Tier-1 university)

Join us if you are proactive, have a goal-oriented attitude, and possess strong attention to detail and prioritizationskills. To succeed in this role, you should be a people person who can connect and interact with a wide range of personalities and have strong teamworkskills and an entrepreneurialmindset. You will be working alongside the CVC and Equity Investments Team of CIB and will be exposed to the C-Levels of Sella Group. You will be joining the Sella network and startup community, giving you the opportunity to gain experience and grow with us.

Even if you think you don't meet all the requirements, we encourage you to apply!

What We Offer:

• Permanent contract under the CCNL credit agreement
• Smart Working: Coordinate with managers and team to enjoy up to 13 average monthly days calculated on an annual basis
• Personal care with health insurance - for you and your family - and TCM insurance
• Meal vouchers to be used in affiliated establishments such as restaurants, supermarkets, and more
• A look at your future through the company's contribution to the pension fund
• Performance bonus and welfare for recognizing achieved results
• Additional leave, time bank, and other benefits provided by supplementary agreements to meet personal needs and requirements
• Benefits and advantages thanks to privileged conditions on core banking and insurance services
• Discounts and agreements accessible through a dedicated portal
• An organizational culture oriented towards innovation and continuous improvement where everyone's opinions and proposals count
• Support for psychological well-being through an external listening service - anonymous and confidential - available to colleagues and their families
• Company Culture: a collaborative and dynamic work environment that values teamwork, innovation, and continuous improvement.

Are you ready to be part of our team? Join us! The place of work will be S32 – Copernico Isola in Milan.

Sella Group promotes a sustainable and inclusive work environment that embraces all differences as a chance for continuous improvement, a key factor for the growth of our open ecosystem.

#LI-AF1 #LI-Hybrid#cib e #SellaIB

Summary

• Location: Milano, Italy
• Type: Full time