Banca Generali is a leading private bank in Italy, specializing in financial planning, wealth protection, and investment advisory services. Through a highly qualified network of financial advisors, the Bank supports clients in achieving their financial objectives while preserving and enhancing their wealth.
The Investment Center is responsible for supporting the Bank's investment strategy, portfolio management activities, and advisory services provided to financial advisors and clients. The team combines financial market expertise, investment analysis, and portfolio construction capabilities to deliver high-quality investment solutions across different client segments.
The selected candidate will join a dynamic environment, gaining exposurre in Asset Management or Financial Advisory activities while working closely with experienced professionals across the Investment Center.
Main Tasks: Asset Management
The candidate will support the team in:
- Monitoring financial markets and macroeconomic developments.
- Assisting in the analysis of investment opportunities across asset classes.
- Supporting portfolio monitoring activities and performance analysis.
- Updating and maintaining investment databases and reporting tools.
- Contributing to the preparation of recurring management reports and presentations.
- Assisting in the implementation and monitoring of asset allocation decisions.
- Supporting the evaluation of investment funds and third-party asset managers.
The candidate will support the team in:
- Analyzing client investment portfolios and benchmarking their efficiency.
- Assisting in the preparation of customized asset allocation proposals.
- Supporting the maintenance and update of model portfolios.
- Preparing advisory materials and investment presentations for financial advisors.
- Monitoring investment solutions and portfolio performance.
- Supporting requests coming from the distribution network regarding financial markets and investment products.
- Assisting in the preparation of materials for high-net-worth, institutional, and corporate clients.
Requirements
- Master's Degree (or final-year student) in Economics, Finance, Business Administration, Management Engineering, Mathematics, Statistics, or related fields.
- Up to 2 years of experience in Asset Management, Financial Advisory, Wealth Management, Banking, Consulting, or Financial Services.
- Strong interest in financial markets and investment products.
- Good analytical and quantitative skills.
- Advanced knowledge of Microsoft Excel and PowerPoint.
- Fluent Italian and good English communication skills.
Nice to Have
- Basic knowledge of Bloomberg, FactSet, Refinitiv, or similar financial platforms.
- Knowledge of financial instruments, portfolio construction, and asset allocation concepts.
- Familiarity with AI tools and data analysis applications.
- EFPA certification or willingness to pursue professional qualifications.
The position offers employment under the Italian National Collective Labour Agreement for the Credit Sector (CCNL Credito) and the Company
Supplementary Agreement of Banca Generali.
The starting gross annual salary is approximately €35,650.
We also offer:
- Smart working and flexible working hours
- Supplementary health insurance and access to insurance coverage at preferential rates
- Training and development opportunities
- Access to a learning platform
Company Profile
Banca 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 it during the selection process.
Why Join Generali
Joining 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.
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Investment Center: Opportunità di lavoro per Categorie Protette art.1 legge 68/99 datore di lavoro: Generali
Banca Generali è un datore di lavoro eccezionale, offrendo un ambiente di lavoro stimolante e collaborativo nel settore bancario. Con opportunità di crescita professionale e formazione continua, i dipendenti possono sviluppare le proprie competenze in un contesto innovativo e dinamico. La nostra cultura aziendale valorizza la diversità e l'inclusione, rendendo ogni giorno significativo e gratificante per chi lavora con noi.
