Investment Planning and Performance Monitoring Specialist

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7ej7q4

Within the Investment Planning and Performance Monitoring team, we are looking for a Investment Planning and Performance monitoring 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 entities
- Liaise with Group Finance and local Investment and Finance departments to ensure alignment of planning assumptions and targets
- Monitor investment performance vs official benchmark assessing their contribution to IFRS investment results
- Monitor investment performance and Asset-Liability dynamics, assessing their contribution to IFRS investment results
- Analyze key business and financial drivers and identify performance trends and deviations
- Monitor investment KPIs
- Prepare regular management reporting on investment performance




- Deliver meaningful business insights and recommendations to senior stakeholders
- Develop and enhance planning and performance monitoring tools
- Drive process optimization initiatives and improve data quality and efficiency
- Ensure alignment with Group Finance and support governance processes
- Coordinate investment deep-dive reviews with local entities
- Coordinate annual and multi-year investment planning processes across Group insurance entities
- Monitor performance of investments and evaluate their contribution to IFRS investment result
- Ensure alignment with Group Finance and support governance processes

Requirements
- Master's degree in Finance, Economics or quantitative discipline
- At 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 activities
- Strong knowledge

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7ej7q4