Investment specialist

Generali; Milano; In loco; EUR 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

A leading asset management firm in Milan is seeking an Investment Specialist to support the evaluation and coordination of investment initiatives. The ideal candidate will have a degree in Finance or Economics and 3-5 years of relevant experience. Responsibilities include analyzing seed capital requests, implementing investment projects, and managing reporting on asset performance. This role offers a dynamic and collaborative environment to contribute to strategic initiatives.

Competenze

• Minimum 3-5 years of experience in the financial sector or strategic consultancy.
• Experience in fund selection or fund analysis will be considered a plus.
• Strong understanding of investment strategies and related market dynamics.

Mansioni

• Support evaluation, analysis, and monitoring of seed capital requests.
• Coordinate implementation and structuring of seeding initiatives.
• Design and maintain periodic managerial reporting on investment analytics.

Conoscenze

Numerical skills

Analytical skills

Communication skills

Stakeholder management

Problem-solving mindset

Project management

Fluency in English

Formazione

Degree in Finance or Economics

CFA, CAIA, IMC certifications

Strumenti

Excel

PowerPoint

Morningstar

Bloomberg

Python

SQL

Descrizione del lavoro

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The Investment Governance & Analytics team is part of Generali Investments Holding under the Chief of Investment function. The mission of the team is defining and maintaining the investment governance framework across the asset management remit, also in case of transformation projects.

The department also defines the investment analytics framework for Generali Investments in coordination with the relevant functions.

Key Responsibilities

• Support the evaluation, analysis and monitoring of seed capital requests submitted by Generali Investments affiliates, overseeing the entire value chain from idea generation to product delivery and ex‑post monitoring.
• Assess and analyze new seeding requests based on a business case and specific KPIs.
• Coordinate the implementation and structuring of seeding initiatives.
• Oversee performance and commercial results and provide periodic reporting to Company’s governing bodies.
• Structure and implement key investment‑related projects, such as asset insourcing, with the objective of streamlining and optimizing the investment activities across Generali Investments.
• Coordinate and oversee investment initiatives, facilitating interactions between Generali Investments Holding, its affiliates and Group functions acting as focal point for cross‑functional / entity activities.
• Design and maintain periodic managerial reporting on key metrics of Asset Management Companies (e.g., performance, flows, risk indicators), ensuring timely and accurate investment analytics for management and internal governance bodies.
• Provide direct analytical and strategic support to GIH Chief of Investment, contributing to decision‑making processes and investment oversight through qualitative and quantitative analysis.

We are seeking a motivated and detail‑oriented professional to join our team. In this role, you will provide support in coordinating strategic projects across Generali Investments affiliates, ensuring alignment with the company's governance standards and investment objectives. This is a great opportunity to gain hands‑on experience in a dynamic and collaborative environment, contributing to key strategic initiatives.

Main Tasks

• Work collaboratively with Generali Investments affiliates to define seed capital initiatives, develop comprehensive business cases, prepare all necessary materials for the approval process, and coordinate related execution activities.
• Facilitate asset insourcing projects by engaging both internal and external stakeholders.
• Assist in the coordination of strategic projects with Generali Investments affiliates, ensuring effective communication and alignment across all relevant functions.
• Provide support in data analysis and monitoring through comprehensive quantitative and qualitative assessments, thereby facilitating informed investment decision‑making.
• Prepare and maintain precise documentation and reporting on the performance of Generali Investments’ funds.

Requirements

Education:

• Degree in Finance or Economics.
• Professional certifications (CFA, CAIA, IMC) are a plus.

Experience:

• Minimum 3‑5 years of experience in the financial sector or strategic consultancy sector. Experience in fund selection or fund analysis will be considered as a plus.
• Strong understanding of investment strategies, both liquid and illiquid, and related market dynamics.
• Prior experience in an international and cross‑functional work environment is preferred.

Technical skills:

• Strong numerical and analytical skills.
• 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.
• Excellent communication and stakeholder management abilities.
• High level of accountability, reliability, and attention to detail.
• Proven ability to manage multiple projects in parallel and deliver results.
• Strong problem‑solving mindset with a collaborative and entrepreneurial spirit.
• Fluent in English; another European language is a plus.

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.

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Seniority level: Associate

Employment type: Full‑time

Job function: Finance and Analyst

Industries: Insurance and Financial Services