Job Description
Whitin the Liability-Driven Investing Unit, the Indirect & Alternative Investments team is responsible for analysing and implementing indirect investment strategies and for executing tactical asset allocation decisions across the fixed income and equity universe relevant to its remit. It ensures smooth and efficient management of assigned portfolios by carrying out all operational activities in line with internal guidelines, prospectuses, regulations and defined targets. The team conducts ex-ante assessments of investment choices, verifying compliance with limits and performing all preliminary checks on order pre-allocation - including reviews related to conflicts of interest, suitability and related-party considerations - for the asset classes under its responsibility. It manages the pre-allocation and notification of orders to the Trading Desk for the instruments within its scope. It also analyses ex-post portfolio results, such as performance, volatility and tracking error, drawing on the insights produced by Risk Management. In addition, the team prepares reports and documentation required by the Head of the LDI structure and maintains clear, traceable records of key selection and investment decisions to ensure full transparency and auditability.
We are seeking a highly motivated and talented Investment Analyst / Associate to join our Indirect & Alternative Investments -Private Markets team. The successful candidate will support the execution, monitoring and reporting of investments across a diversified portfolio of alternative assets, including private debt, infrastructure, private equity and other private market strategies.
This role offers a unique opportunity to work within a leading institutional investor, gaining direct exposure to investment decision-making processes, fund managers, transactions and portfolio management activities in an international environment.
Key Responsibilities
Requirements
Soft Skills:
Company Profile
Generali is a major player in the global insurance industry - a strategic and highly important sector for the growth, development and welfare of modern societies. Over almost 200 years, we have built a multinational Group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees. Our Group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.
Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients' assets.
Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.) The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments companies.
Whitin the Liability-Driven Investing Unit, the Indirect & Alternative Investments team is responsible for analysing and implementing indirect investment strategies and for executing tactical asset allocation decisions across the fixed income and equity universe relevant to its remit. It ensures smooth and efficient management of assigned portfolios by carrying out all operational activities in line with internal guidelines, prospectuses, regulations and defined targets. The team conducts ex-ante assessments of investment choices, verifying compliance with limits and performing all preliminary checks on order pre-allocation - including reviews related to conflicts of interest, suitability and related-party considerations - for the asset classes under its responsibility. It manages the pre-allocation and notification of orders to the Trading Desk for the instruments within its scope. It also analyses ex-post portfolio results, such as performance, volatility and tracking error, drawing on the insights produced by Risk Management. In addition, the team prepares reports and documentation required by the Head of the LDI structure and maintains clear, traceable records of key selection and investment decisions to ensure full transparency and auditability.
We are seeking a highly motivated and talented Investment Analyst / Associate to join our Indirect & Alternative Investments -Private Markets team. The successful candidate will support the execution, monitoring and reporting of investments across a diversified portfolio of alternative assets, including private debt, infrastructure, private equity and other private market strategies.
This role offers a unique opportunity to work within a leading institutional investor, gaining direct exposure to investment decision-making processes, fund managers, transactions and portfolio management activities in an international environment.
Key Responsibilities
- Support the evaluation and execution of investment opportunities across private market asset classes.
- Perform financial, commercial and operational due diligence on fund managers and investment opportunities.
- Analyze investment proposals, business plans, financial models and market research.
- Actively contribute to investment memoranda, presentations and materials for internal committees and governance bodies.
- Monitor portfolio performance, risk metrics and key developments across existing investments.
- Contribute to portfolio reviews and periodic reporting for senior management and stakeholders.
- Interact with external managers, advisors, consultants and other market participants.
- Conduct industry, macroeconomic and thematic research to identify emerging trends and investment opportunities.
- Support internal projects aimed at enhancing investment processes, monitoring tools and reporting capabilities.
Requirements
- Master's degree in Finance, Economics, Business Administration, Engineering or a related quantitative discipline.
- Additional professional qualifications (e.g. CFA or progress towards CFA) are considered a plus.
- Approximately 3-5 years of experience in private markets, asset management, investment consulting, investment banking, corporate finance or related fields.
- Exposure to alternative investments, private debt, infrastructure, private equity or institutional asset management is considered an advantage.
- Fluent English, both written and spoken.
- Excellent PowerPoint and Excel skills.
- Solid understanding of investment processes and financial markets.
Soft Skills:
- Naturally curious and eager to continuously learn.
- Passionate about investments and financial markets.
- Energetic, proactive and intellectually engaged.
- Dynamic and comfortable operating in a fast-paced environment.
- Flexible and adaptable when priorities evolve.
- Rigorous in the execution of assigned tasks and committed to meeting deadlines.
- Detail-oriented, with a strong sense of ownership and accountability.
- Collaborative, with excellent interpersonal and communication skills.
- Motivated by professional growth and long-term development within the organization.
Company Profile
Generali is a major player in the global insurance industry - a strategic and highly important sector for the growth, development and welfare of modern societies. Over almost 200 years, we have built a multinational Group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees. Our Group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.
Generali Asset Management is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients' assets.
Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.) The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments companies.
