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Planning & control specialist

Monza
Generali Real Estate
Pubblicato il 10 aprile
Descrizione

Planning & controlling activities with focus on Italian, French and Cross Border Real Estate Funds managed by GRE SGR:

* Supporting in the long term strategic planning of the real estate funds
* 3Y planning, budgeting and forecasting activities for the real estate cross border funds
* Monitoring of performances of funds in terms of Gross Yield, Net Yield, NOI, Total Return, Income Return, Change of Value, with respects to the business objectives, and in terms of Consolidated view of Generali Group
* Drawing up of quarterly clearance with GRE and Head Office (GCFO and GCIO)
* Drawing up of dashboard for Board of SGR
* Drawing up docs and specific analysis based on the financial results to support the Top management in the definition of the investments strategies and steer actions of improvement to be included in the new strategic plan
* Interaction with fund managers, reporting function and accounting team in Italy and Luxemburg


Requirements

* Good knowledge in English language (written and spoken)
* Degree in Economics
* Experience in financial analysis
* Seniority 3 years at least


Nice to have:

* Experience in real estate funds
* Experience in IFRS, Lux GAPP
* Experience in Tagetik


Soft Skills

* Analytical and organizational/ multiple task skills, team player, problem solving, commitment to achieve objectives
* Should be curious, willingness to perform tasks outside his or her primary job description


Company Profile

Generali Real Estate is one of the world’s leading real estate managers, with approximately €37.1 billion in assets under management in Q3 2025 and operating units in the main European cities. Its integrated business model covers the entire real estate value chain. A series of cross-border investment vehicles, established by Generali Investments Luxembourg S.A. and managed by Generali Real Estate S.p.A. Società di gestione del risparmio as investment manager, aims to create long-term value by investing in assets characterised by good location, high liquidity and excellent underlying leasing fundamentals.

Generali Real Estate, Generali Real Estate SGR S.p.A. and Generali Investments Luxembourg S.A. are part of Generali Investments, a platform of asset management firms delivering a portfolio of specialist capabilities with €632.2 billion under management and more than 2,200 employees (source: Generali Investments Holding S.p.A., data as at end of Q2 2025, net of double counting).


Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance we will support you during the selection process.

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