Private Assets Reporting Analyst

Generali Italia SpA; Milano; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

A global insurance and asset management provider is seeking a candidate for the Private Assets Reporting role. Responsibilities include preparing reporting packages, supporting stakeholder analyses, and ensuring reporting efficiency. Ideal candidates will have a finance-related degree and 3+ years of relevant experience, with proficiency in MS Office. The position is based in Milan, Italy.

Competenze

• 3+ years of experience in controlling, reporting or data analysis.
• Strong proficiency in MS Office and experience with reporting tools.
• Excellent attention to detail and organizational skills.

Mansioni

• Prepare periodic reporting packages for investors and management.
• Support ad-hoc analyses and requests from stakeholders.
• Monitor and analyze key performance indicators.

Conoscenze

Data analysis

Reporting

Financial analysis

Communication skills

Attention to detail

MS Office proficiency

Team player

Process improvement

Formazione

Bachelor or Master’s degree in Finance, Economics, Business

Strumenti

Power BI

Tableau

SQL

Descrizione del lavoro

Within GenAM Operations the Private Assets Reporting Area has the main task of analyzing and monitoring Private Assets investments (Private Debt, Private Equity and Real Estate), enhancing processes and delivering reporting for both investors and top management.

The ideal candidate will work on the following activities:

• Prepare periodic reporting packages (monthly, quarterly, annual) for investors and top management on actual and projections data
• Support ad-hoc analyses and requests from stakeholders
• Customize reports based on client requirements
• Monitor and analyze key performance indicators to ensure accuracy and consistency
• Assist with automation, reporting, and process improvement initiatives to improve reporting efficiency
• Manage and develop relationships with clients and internal stakeholders
• Collaborate regularly and directly with fund managers, IT and client services
• Take ownership for individual projects and process improvements

Requirements

• Bachelor or Master’s degree in Finance, Economics, Business, or a related field
• 3+ years of experience in the areas of controlling and reporting or data analysis (previous experience in consulting or asset management firm is a plus)
• Understanding of and experience with broad range of financial instruments and asset classes (focus on Private Debt, Private Equity and Real Estate)
• Proactively identifying and delivering improvements to processes
• Strong proficiency in MS Office, experience with alternative reporting tools (e.g., Power BI, Tableau) is a plus
• Familiarity with SQL or data querying tools is desirable
• Results oriented with a focus on quality of delivery
• Excellent attention to detail and organizational skills
• Enthusiastic and team player
• Strong communication skills and client focused mindset

Company Profile

Generali is one of the largest global insurance and asset management providers. Established in 1831, it is present in over 50 countries in the world, with a total premium income of € 81.5 billion in 2022. With 82,000 employees serving 68 million customers, the Group has a leading position in Europe and a growing presence in Asia and Latin America. At the heart of Generali’s strategy is its Lifetime Partner commitment to customers, achieved through innovative and personalised solutions, best‑in‑class customer experience and its digitalised global distribution capabilities. The Group has fully embedded sustainability into all strategic choices, with the aim to create value for all stakeholders while building a fairer and more resilient society.

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.