Overview
Scope and Purpose
* Contribute to the design and implementation of investment strategies for unit-linked funds working closely with asset management and portfolio construction teams.
* Conduct macroeconomic and market analysis to support tactical and strategic portfolio allocation decisions, ensuring alignment with risk-return objectives.
* Monitor fund performance against benchmarks, identifying underlying financial drivers and proposing corrective actions to optimize returns.
* Manage relationships with external asset managers, participating in selection processes and mandate reviews to ensure best-in-class investment execution.
* Collaborate with the Finance Team to ensure consistency between trial balance accounting data and fund valuations, providing high-quality information for strategic decision-making.
* Prepare reports and materials for senior management, presenting recommendations based on quantitative and qualitative analysis.
Required Experience and qualifications
* 5 - 10 years of experience in Investment Analysis or Fund Management roles within Unit-linked or Insurance environments.
Required Skills
* Strong knowledge of financial markets, key investment instruments, and macroeconomic trends.
* Professional qualification (ACCA, CFA or similar) completed or in progress.
* Advanced proficiency in Excel, Power BI, and financial modeling
* Strategic investment thinking and analysis of financial performance drivers.
* Ability to translate market insights into operational fund strategies. Risk-return based decision making and portfolio optimization.
* Strong analytical capabilities and attention to detail in investment research and recommendation processes.
* Familiarity with systems such as SOFIA or SimCorp advantageous.
* Knowledge of Italian language is not essential but very advantageous.
About us
Intesa Sanpaolo Assicurazioni offers innovative and customized insurance solutions. It is committed to protecting what matters most to people, combining innovation and tradition to create value for customers and the territories of reference. It promotes talent, diversity and professional growth, offering stimulating opportunities and challenges to qualified profiles in an inclusive environment.
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