The successful candidate will play a significant role within EA group Treasury & Investment department and will oversee the various investment activities for 4 insurance companies (operating in Europe and in the US) in a context of growing business.  

 Primary duties and responsibilities

  ·       Investments monitoring and control: design and prepare dashboards and KPI in order to assess the Group’s investments and treasury portfolios performance (EA internal reporting & reporting to Generali Head Office).

 ·       Prepare Budget/ Forecast and Plan for financial incomes liaising with controlling and local entities.   

 ·       Liaise with actuarial and risk functions as well as with country CFOs in order to implement the group liquidity risk management policy and to perform all related reporting duties. 

 ·       Prepare EA group Investment Committee building agenda in coordination with all the participants, proposing topics and formalizing the outcomes.

 ·      Communicate and closely monitor the Strategic Asset Allocation for 7 investments portfolios (4 insurance companies)

 ·       Liaise BU France portfolio implementation team to optimize portfolio tactical asset allocation. Propose P&L management actions.

 ·       Accounting: ensure the correct application of IFRS9 standards liaising with BU France accounting team

 ·       Liaise with IT function in order leverage on BU France data warehouse to build and automate investment reports.

 ·       Quarterly closings: submit investment portfolios data into ADM (Generali group data ware) ensuring alignment and reconciliation with EA local tools.

 ·       Reallocation of investments incomes from EA SA unique investment portfolio to its local branches across Europe. 

 ·       Assist the Head of department in various ad hoc projects as needs arise.

The ideal Candidate should be motivated and must possess the following:

·       A master’s degree in Accounting, Finance, Economics or Business

·       At least 5 years of experience, in Planning & Control, Treasury or Investment department in audit/consultancy firm following projects in insurance sector.

·       Advanced technical skills in finance and risk management. Knowledge of Accounting standards, with experience on adoption of IFRS 17 and IFRS 9 metrics

·       Knowledge of Actuarial Reserving is a plus.

·       IT skills: Excel, Business Object and Visual Basic scripts.

·       Project Management skills

·       Ability to work autonomously

·       Be flexible, have the ability to multi-task effectively and ensure timely delivery.

·       Full proficiency in English and in French

  Any candidate with the above skills would be seen as having a distinct advantage if they have relevant experience in the insurance Industry

HR + N+1 and peer