Investment Planning and Performance monitoring specialist
Pubblicato il 12-08-2026 - Generali Group in Trieste
Within the Investment Planning and Performance Monitoring team, we are looking for a Investment Planning and Performancemonitoring specialist who will play a key role in steering investment planning processes across the Group, enhancing performance monitoring capabilities and supporting strategic decision-making through insightful analysis of investment and IFRS results.Key responsibilities of the role will include:Coordinate annual and multi-year investment planning processes across Group insurance entitiesLiaise with Group Finance and local Investment and Finance departments to ensure alignment of planning assumptions and targetsMonitor investment performance vs official benchmark assessing their contribution to IFRS investment resultsMonitor investment performance and Asset-Liability dynamics,
assessing their contribution to IFRS investment resultsAnalyze key business and financial drivers and identify performance trends and deviationsMonitor investment KPIsPrepare regular management reporting on investment performanceDeliver meaningful business insights and recommendations to senior stakeholdersDevelop and enhance planning and performance monitoring toolsDrive process optimization initiatives and improve data quality and efficiencyEnsure alignment with Group Finance and support governance processesCoordinate investment deep-dive reviews with local entitiesCoordinate annual and multi-year investment planning processes across Group insurance entitiesMonitor performance of investments and evaluate their contribution to IFRS investment resultEnsure alignment with Group Finance and support governance processesMaster's degree in Finance, Economics or quantitative disciplineAt least 5 years of working experience in asset owners (insurance is a plus), asset managers or investment advisors with relevant experience in performance management, investment planning and reporting activitiesStrong knowledge of IFRS accounting principles with particular focus on investment incom