Investment Analyst

Generali; Lombardia; Hybrid; EUR 36,000 - 44,000; Full time

Benefits offered by this job

Health insurance coverage

Supplementary pension scheme

Hybrid working arrangements (Smart‑how

Preferential access to Group products

Training programs and Learning plattf

Opportunities for internal and intl.移动

Job summary

Generali Asset Management in Lombardy seeks an Investment Analyst/Associate to join the Indirect & Alternative Investments - Private Markets team. You will support execution, monitoring and reporting across a diversified portfolio of private assets.

The role offers exposure to fund managers, transactions, and portfolio management within an international environment, with a starting gross annual salary around €40,000 and potential variable compensation.

Qualifications

• Master's degree in Finance, Economics, Business Administration, Engineering or related quantitative discipline.
• CFA or progress towards CFA is considered a plus.
• Approximately 3–5 years of experience in private markets, asset management, investment consulting, investment banking, corporate finance or related fields.
• Fluent English, both written and spoken.
• Excellent PowerPoint and Excel skills.
• Solid understanding of investment processes and financial markets.

Responsibilities

• Support the evaluation and execution of investment opportunities across private market asset classes.
• Perform financial, commercial and operational due diligence on fund managers and investment opportunities.
• Analyze investment proposals, business plans, financial models and market research.
• Actively contribute to investment memoranda, presentations and materials for internal committees and governance bodies.
• Monitor portfolio performance, risk metrics and key developments across existing investments.
• Contribute to portfolio reviews and periodic reporting for senior management and stakeholders.
• Interact with external managers, advisors, consultants and other market participants.
• Conduct industry, macroeconomic and thematic research to identify emerging trends and investment opportunities.
• Support internal projects aimed at enhancing investment processes, monitoring tools and reporting capabilities.

Skills

Fluent English

PowerPoint

Excel

Financial markets

Education

Master's degree in Finance, Economics, Business Administration, Engineering or related quantitative discipline

CFA or progress towards CFA

Job description

Whitin the Liability‑Driven Investing Unit, the Indirect & Alternative Investments team is responsible for analysing and implementing indirect investment strategies and for executing tactical asset allocation decisions across the fixed income and equity universe relevant to its remit. It ensures smooth and efficient management of assigned portfolios by carrying out all operational activities in line with internal guidelines, prospectuses, regulations and defined targets. The team conducts ex‑ante assessments of investment choices, verifying compliance with limits and performing all preliminary checks on order pre‑allocation — including reviews related to conflicts of interest, suitability and related‑party considerations — for the asset classes under its responsibility. It manages the pre‑allocation and notification of orders to the Trading Desk for the instruments within its scope. It also analyses ex‑post portfolio results, such as performance, volatility and tracking error, drawing on the insights produced by Risk Management. In addition, the team prepares reports and documentation required by the Head of the LDI structure and maintains clear, traceable records of key selection and investment decisions to ensure full transparency and auditability.

We are seeking a highly motivated and talented Investment Analyst / Associate to join our Indirect & Alternative Investments -Private Markets team. The successful candidate will support the execution, monitoring and reporting of investments across a diversified portfolio of alternative assets, including private debt, infrastructure, private equity and other private market strategies.

This role offers a unique opportunity to work within a leading institutional investor, gaining direct exposure to investment decision-making processes, fund managers, transactions and portfolio management activities in an international environment.

Key Responsibilities

• Support the evaluation and execution of investment opportunities across private market asset classes.
• Perform financial, commercial and operational due diligence on fund managers and investment opportunities.
• Analyze investment proposals, business plans, financial models and market research.
• Actively contribute to investment memoranda, presentations and materials for internal committees and governance bodies.
• Monitor portfolio performance, risk metrics and key developments across existing investments.
• Contribute to portfolio reviews and periodic reporting for senior management and stakeholders.
• Interact with external managers, advisors, consultants and other market participants.
• Conduct industry, macroeconomic and thematic research to identify emerging trends and investment opportunities.
• Support internal projects aimed at enhancing investment processes, monitoring tools and reporting capabilities.

Requirements

• Master's degree in Finance, Economics, Business Administration, Engineering or a related quantitative discipline.
• Additional professional qualifications (e.g. CFA or progress towards CFA) are considered a plus.
• Approximately 3-5 years of experience in private markets, asset management, investment consulting, investment banking, corporate finance or related fields.
• Exposure to alternative investments, private debt, infrastructure, private equity or institutional asset management is considered an advantage.
• Fluent English, both written and spoken.
• Excellent PowerPoint and Excel skills.
• Solid understanding of investment processes and financial markets.

Soft Skills:

• Naturally curious and eager to continuously learn.
• Passionate about investments and financial markets.
• Energetic, proactive and intellectually engaged.
• Dynamic and comfortable operating in a fast-paced environment.
• Flexible and adaptable when priorities evolve.
• Rigorous in the execution of assigned tasks and committed to meeting deadlines.
• Detail-oriented, with a strong sense of ownership and accountability.
• Collaborative, with excellent interpersonal and communication skills.
• Motivated by professional growth and long-term development within the organization.

What we offer

The role is offered within the 3^Area Professionale category, under the National Collective Labour Agreement for the Banking Sector (CCNL Credito) and the applicable Company Collective Agreement (Contratto Integrativo Aziendale).

The starting gross annual salary is €40.000. The final offer will reflect the candidate’s professional experience and the technical and interpersonal competences required for the position and may include an individual variable compensation component.

We also offer:

• Health insurance coverage
• Supplementary pension scheme
• Hybrid working arrangements (Smart‑working)
• Preferential access to Group products and services
• Training programs and Learning platforms
• Opportunities for internal and international mobility.

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

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. Our Group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.

Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients' assets.

Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.) The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments companies.