Investment Planning and Performance monitoring specialist
Pubblicato il 13-08-2026 - 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 income and financial instruments. Good understanding of capital markets and financial instrumentsStrong analytical abilities and reporting skills, attention to detail.
Experience with data visualizationStrong presentation skills (PowerPoint) are a prerequisiteProven ability to communicate complex financial concepts to both technical and non-technical stakeholdersAdvanced use of ExcelPower BI, Tableau or similar visualization toolsSQL for data extraction and manipulationBloomberg, FactSet or similar market data platformsKnowledge of Python or other analytical programming languages is considered a plusFluency in English is a requisite. Knowledge of other languages is a plusBeing CFA and/or CAIA Charterholder and Insurance sector experience will be nice to haveSoft Skills:Strong analytical and problem-solving mindsetAbility to synthesize complex information into actionable insightsExcellent stakeholder management and communication skillsAbility to manage multiple priorities in a dynamic environmentCollaborative and team-oriented attitudeHigh attention to detail and commitment to qualityWhat we offer:We offer employment at the 6 level with the relevant salary,
in accordance with the CCNL ANIA for non-executive employees and the Generali Group Company Agreement.Gross annual salary ranging between 48.000 and 55.000 . The final offer will be aligned with the candidate's professional experience, technical and soft skills relevant to the role, and may include an individual variable component.We also offer:Lavoro da remoto and flexible hoursCorporate welfare systemMeal vouchersSupplementary health insurance and discounted insurance policiesWell-being initiativesTraining and developmentStructured continuous learning paths (technical and managerial)Career development programs within the GroupAccess to learning platforms and internal mobility opportunities, including internationalWhy Join GeneraliJoining Generali means becoming part of an international Group with a strong heritage and a forward-looking vision, where people are at the center of our sustainable growth strategy.We foster a responsible, inclusive, and innovation-driven work environment, where everyone can contribute to creating value for customers, society, and the communities in which we operate.
We believe that diversity, equity and inclusion are essential to building a stronger culture and driving sustainable growth.At Generali, you will find opportunities to grow through continuous learning, career development paths, and internal mobility across the Group. We recognize talent and merit, and support flexibility as a key enabler of well-being and a sustainable work-life balance.Working with us means sharing strong values and taking on meaningful challenges together to build a safer and more sustainable future every day.As an Equal Opportunity Employer, Generali evaluates all applications based exclusively on objective and gender-neutral criteria, including skills, experience and potential, ensuring fairness and transparency throughout the selection process.