Job Description
Intermonte is an Investment Firm for Italian SMEd and institutional investors operating in trading, advisory, and financial research, with a strong focus on equities, derivatives, and structured products. Thanks to its deep specialization in the Italian and European markets, Intermonte supports investors with independent analysis, tailored solutions, and high-quality trade execution.
The company's structure includes specific business lines dedicated to:
Intermonte is a part of Banca Generali Group, a private banking group, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.
The Club Deal Division is a newly established business area focused on the analysis and execution of selected co-investment opportunities for professional investors. The team works on minority transactions involving performing, established private companies, including market leaders, growth companies and pre-IPO opportunities.
We are seeking an experienced Analyst / Senior Analyst to join the newly created Club Deal Division in Milan. The ideal candidate has around 3/4 years of experience in corporate finance, M&A, investment banking, private equity, advisory, transaction services or investment analysis, with solid exposure to company valuation and transaction execution. The candidate will support the execution of club deal transactions, contributing to the assessment of investment opportunities, preparation of valuation analyses, development of financial models and drafting of investment materials.
Key Responsibilities:
Requirements
Nice to have:
Company Profile
Banca Generali is proud to be an inclusive temporary 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.
Intermonte is an Investment Firm for Italian SMEd and institutional investors operating in trading, advisory, and financial research, with a strong focus on equities, derivatives, and structured products. Thanks to its deep specialization in the Italian and European markets, Intermonte supports investors with independent analysis, tailored solutions, and high-quality trade execution.
The company's structure includes specific business lines dedicated to:
- Sales & Advisory
- Investment Banking
- Global Markets
- Websim (digital investing platform)
- Club Deals
Intermonte is a part of Banca Generali Group, a private banking group, able to offer its customers the best strategies for effective financial planning and in the protection of clients through a network of private consultants at the top of the sector in terms of skills and expertise/professionalism.
The Club Deal Division is a newly established business area focused on the analysis and execution of selected co-investment opportunities for professional investors. The team works on minority transactions involving performing, established private companies, including market leaders, growth companies and pre-IPO opportunities.
We are seeking an experienced Analyst / Senior Analyst to join the newly created Club Deal Division in Milan. The ideal candidate has around 3/4 years of experience in corporate finance, M&A, investment banking, private equity, advisory, transaction services or investment analysis, with solid exposure to company valuation and transaction execution. The candidate will support the execution of club deal transactions, contributing to the assessment of investment opportunities, preparation of valuation analyses, development of financial models and drafting of investment materials.
Key Responsibilities:
- Analyse investment opportunities across different sectors, with a focus on private companies, SMEs and mid-market transactions.
- Support the due diligence process, coordinating information requests, data room analysis and interaction with external advisors where required.
- Analyse business plans, historical financials, KPIs, capital structure, cash generation, working capital dynamics and value creation potential.
- Prepare company valuations using different methodologies, including DCF, trading comparables, precedent transactions, sum-of-the-parts and, where relevant, LBO analysis.
- Build, review and maintain integrated financial models, including P&L, balance sheet, cash flow statements, operating assumptions, sensitivity analyses and scenario analyses.
- Prepare investment memoranda and other transaction-related documentation.
- Monitor existing investments, tracking company performance, financial results, key KPIs, business plan evolution and any material developments affecting the investment case.
- Prepare periodic portfolio updates and investor reporting materials, including performance updates, valuation reviews, market developments, company news and other relevant information for investors.
Requirements
- Master's Degree in Economics, Finance, Business Administration, Management Engineering or equivalent academic background.
- 4 years of professional experience in investment banking, M&A advisory, private equity, corporate finance, transaction services, valuation, investment analysis or related fields.
- Ability to analyse financial statements, business plans, market data and company KPIs.
- Strong knowledge of corporate finance principles and company valuation methodologies.
- Proven experience in financial modelling and valuation of companies.
- Previous exposure to buy-side and/or sell-side transaction processes.
- Excellent command of Microsoft Excel and PowerPoint.
- Fluent English and Italian, both written and spoken.
- Strong analytical mindset and attention to detail.
- Ability to work independently, managing assigned workstreams with limited supervision.
- Ability to work under pressure and manage multiple priorities in a transaction-driven environment.
Nice to have:
- Previous experience in a fund, private equity platform, investment holding, family office or club deal structure.
- Knowledge of the Italian SME and mid-market landscape.
- Familiarity with databases such as Bloomberg, FactSet, Capital IQ, Mergermarket, Aida, PitchBook or similar.
- Understanding of legal and financial due diligence processes.
- Knowledge of deal structuring, shareholder agreements, investment agreements or minority investment dynamics.
Company Profile
Banca Generali is proud to be an inclusive temporary 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.
