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Investment analyst

Milano
Generali Group
Pubblicato il 27 luglio
Descrizione

Join to apply for the Investment Analyst role at Generali

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Within the Group Chief Investment Office function, we are looking for a talented and proactive resource to join the team, focusing on Investment-Linked Insurance Products (ILIP).

This role will support the strategic oversight, performance analysis, and development of investment-linked insurance products across the Group, working closely with local business units, asset managers, and internal stakeholders.

Key responsibilities of the role will include:

* Monitoring ILIP product performance, investment exposures, and alignment with customer value propositions
* Developing and maintaining dashboards and KPIs to track UL/pension product performance
* Coordinate with local entities to ensure consistent and timely reporting
* Contributing to the development of new ILIP offerings and enhancements to existing products
* Support in the implementation of Group-level investment governance for ILIP products
* Ensuring compliance with internal policies, Solvency II, and other regulatory frameworks
* Assisting in preparing materials for internal committees and regulatory reporting
* Liaising with local investment teams, actuarial functions, and Group Asset Managers to ensure consistent practices and information flow

Requirements

Our ideal candidate will meet the following requirements:

* Bachelor’s or Master’s degree in Finance, Economics, Actuarial Science, or a related field
* 5-7 years of experience in insurance, asset management, or financial services, with exposure to unit-linked or pension products
* Solid understanding of investment-linked insurance structures, fund performance metrics, and regulatory frameworks (e.g., Solvency II, PRIIPs, IDD)
* Hands-on experience with investment data platforms such as Morningstar Direct, Bloomberg Terminal, or Refinitiv
* Experience with data analysis and reporting tools (e.g., Excel, Power BI, Tableau); familiarity with SQL or Python is a plus
* Fluent in English; other European languages are an asset

Soft Skills:

* Strong analytical and problem-solving skills, critical thinking
* Ability to manage multiple priorities and work in a matrixed, international environment
* Proactive mindset with attention to detail and a drive for continuous improvement

Company Profile

Generali Group Head Office is the guidelining unit of the Generali Group, one of the largest global insurance and asset management providers. Established in 1831, Generali is present in over 50 countries in the world, with a total premium income of € 82.5 billion in 2023. With around 82,000 employees serving 70 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.


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Full-time


Job function

* Job function

Analyst
* Industries

Insurance

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