GENERALI INVESTMENTS PARTNERS SGR SpA is the legal entity belonging to the Business Unit Asset & Wealth Management of Generali that is specialized in managing portfolios based on unconstrained strategies, more precisely high conviction approaches to equity and fixed income investments, as well as innovative alternative strategies. The company leverages both internal and external expertise, the latter through boutiques that Generali Investments has either acquired, invested in or created, and in which the company holds a majority share. Its mission is to be the growth engine of the Business Unit in terms of number of third party clients/AUM and expertise offer.
Within GIP, the Investments team coordinate and steer the activities related to portfolio management and advisory across all asset classes, financial instruments and portfolios keeping in mind the specific needs of our clients, both captive and third party.
Main Activities:
Manage portfolios taking into account the specific needs of clients, both captive and third party
Implement tactical asset allocation/investment strategy, within the competence area, selecting equity securities, on the basis of:
Information received by the Head of Investments and decisions took by GIP Investment Committee
Quantitative analysis on countries, sectors, styles
Incorporation of ESG selection process
Main fundamental analysis indicator of the single companies
Analysis of specialist external companies
Implement all specific operative activities necessary for the smooth and efficient management of the portfolios falling within its competence, according to the given and relevant guidelines, prospectus, regulations and target
Check ex ante impacts of the investment choices in relation, paying particular attention to the observance of the limits, and carrying out all preliminary checks on the pre-allocation of the order (e.g. checking any conflicts of interest, suitability, related party, etc.) for the asset class falling within its competence
Perform the order pre-allocation/notification to the Trading Desk structure, for the financial instruments falling within that specific competence
Analyze the ex-post results (performance, volatility, tracking error, etc.), leveraging the analyses produced by the Risk Management structure
Keep the documentary evidence of the main and most significant selection/picking choices, in order to ensure the traceability thereof
Requirements:
Must Have:
Strong quantitative background (e.g. mathematics, economics, etc.)
2/3 years’ experience and relevant experience in the Asset Management industry – in particular as Portfolio Manager
Fluent in English – French and Italian are a plus
Strong knowledge of MS Office (especially Excel and Power Point)
Experience in equity portfolio optimization using Axioma
Multitasking approach, able to deal with multiple issues and multiple projects in parallel
Self-starter, adaptable and able to prioritize
Ability to meet strict deadlines
Soft Skills:
Multitasking approach, able to deal with multiple issues and multiple projects in parallel
Self-starter, adaptable and able to prioritize
Ability to meet strict deadlines
Quick learner, proactive, and curious
Strong interpersonal skills