Investment Solutions Specialist

Generali; Milano; In loco; EUR 70.000 - 90.000; Tempo pieno

Descrizione del lavoro

A leading asset management firm is seeking an Investment Solutions Specialist in Milan. This role involves creating and structuring innovative investment solutions while collaborating with partners within the firm. The ideal candidate should possess a background in finance or economics, hold relevant certifications, and have 5–8 years of experience in the financial sector. Familiarity with analytical tools and strong problem-solving skills are essential, alongside a fluency in English. This position offers a dynamic and cross-functional working environment.

Competenze

• Minimum 5–8 years of experience in the financial sector focused on investment solutions.
• Strong understanding of Insurance-Linked products; experience with Private Assets is a plus.
• Prior experience in an international and cross-functional work environment preferred.

Mansioni

• Structure innovative investment solutions based on client needs.
• Design and originate structured investment solutions in collaboration with partners.
• Monitor portfolio performance and conduct market analysis.

Conoscenze

Strong numerical and analytical skills

Advanced proficiency in Excel and PowerPoint

Excellent communication and stakeholder management abilities

Fluent in English

Problem-solving mindset

Formazione

Degree in Finance, Economics, Actuarial Science, or related field

Professional certifications (CFA, CAIA, IMC)

Strumenti

Excel

PowerPoint

Python/SQL

Morningstar

Bloomberg

Descrizione del lavoro

Apply for the Investment Solutions Specialist role at Generali.

The selected candidate will play a key role in structuring innovative investment solutions, contributing to the full lifecycle of product development and implementation. Key activities include:

• Idea generation and conceptualization of new investment solutions, based on client needs, market trends, and strategic priorities
• Design and origination of structured investment solutions and private asset solutions, in collaboration with internal and external partners
• Working closely with affiliated Management Companies to create complex solutions
• Collaboration within the CoI function including Product team, and with other teams across Generali Investments, regarding the structurization and management of complex solutions
• Unit Linked business - portfolio monitoring and performance analysis, including market updates and strategic reporting

Education

• Degree in Finance, Economics, Actuarial Science, or related field
• Professional certifications (CFA, CAIA, IMC) are a plus

Experience

• Minimum 5–8 years of experience in the financial sector, with a focus on investment solutions or financial structuring
• Strong understanding of Insurance-Linked product, experience with Private Assets is considered a plus
• Prior experience in an international and cross-functional work environment is preferred

Technical Skills

• Strong numerical and analytical skills, with a solid command of data analysis and financial modelling
• Advanced proficiency in Excel and PowerPoint, with excellent analytical and presentation skills
• Familiarity with key financial data platforms such as Morningstar and Bloomberg. Working knowledge of Python/SQL is a plus
• Fluent in English; Italian or another European language is a plus
• Excellent communication and stakeholder management abilities
• High level of accountability, reliability, and attention to detail
• Strong problem-solving mindset with a collaborative and entrepreneurial spirit
• Client- and solution-oriented approach with the ability to translate complex investment concepts into actionable insights

Company Profile

With €632.2 billion in assets under management and over 2,200 investment professionals, Generali Investments offers investors a broad range of distinctive investment strategies and solutions across public and private markets, and expert insights to help investors achieve long‑term performance. The investment offerings are managed by our specialist affiliated firms.

Generali Investments Holding, under the management and coordination of Assicurazioni Generali S.p.A., acts as a strategic holding company, supporting affiliated firms in their growth journey, while ensuring investment autonomy and fostering sustainable and innovative strategies.

Generali Investment is the asset management arm of the Generali Group, founded in 1831 in Trieste and now one of the world’s largest insurance and asset management players. Generali Group is present in more than 60 countries, with 470 companies and nearly 80,000 employees. The Group’s ambition is to lead the European retail insurance market, building on a solid base of 50 million retail clients out of a total of 72 million.

Location: Milan, Lombardy, Italy.