investments alm role
Aug 1, 2026 · Generali Greece
What you'll do
- Implement the Investment Strategy of local investment portfolios according to Group policies and guidelines
- Perform Asset Liability Management and Investment Risk analysis and reporting using Group ALM tools
- Collaborate closely with the SAA team on investment strategy implementation and investment risk metric monitoring
- Liaise with local Risk, Actuarial, and Finance teams to support actuarial calculations, budgeting, planning, and investment reporting
- Update monthly transactions and assist in portfolio valuation
- Support the monthly investment reporting process including ALM and SAA monitoring and reporting
- Assist CIO in managing special ad-hoc projects
- Provide assistance for Internal and External Audits
Key requirements
- 3+ years' experience
- Investment Strategy Implementation and Asset Liability Management using Group ALM tools
- Investment Risk Analysis and Reporting and cooperation with SAA team
- Actuarial Calculations Support and monthly transactions update with portfolio valuation assistance
- Investment Reporting Process Support and Audit Assistance
- Bachelor’s Degree in Economics, Finance, Actuarial/Mathematics or Quantitative Field
- 3 to 5 Years Experience in Investments, Finance or Risk
- Understanding of Insurance Solvency II Balance Sheet and Financial Metrics
- Strong Analytical and Problem-Solving Skills
- Advanced Microsoft Office skills including Excel and PowerPoint
- Economics / Finance / Actuarial Science / Mathematicspreferred
Benefits
- No specific benefits detailed in the job ad.
About the job
Generali Hellas, member of Generali Group, is looking for a talented and highly motivated Investment professional to join its Investments team. The job holder will perform investment related activities to support Investment Function of own and policyholders’ portfolios.
Main Responsibilities
Implementation of the Investment Strategy of local investment portfolios in compliance with the Group Investment policies and guidelines
Asset Liability Management & Investment Risk analysis and reporting, working with Group ALM & IRA team, utilizing Group ALM tools, elaborating with local actuarial team
Close cooperation with SAA team on investment strategy implementation, with calculation and monitoring of investment risk metrics
Liaison and collaboration with local control functions, Risk, Actuarial and Finance, supporting actuarial calculations, budgeting, planning and investment reporting processes
Monthly transactions update and assistance in the valuation of the portfolios
Support investment reporting monthly process, including ALM and SAA monitoring and reporting
Support CIO in the management of special ad-hoc projects
Assists on Internal & External Audits
Requirements
Our ideal candidate will meet the following requirements:
Have a bachelor’s degree in Economics, Finance or Actuarial/Mathematics area or alike disciplines with a strong quantitative focus or have a proven record of such skills through work experience
Minimum 3 to 5 years of experience in a function such as investments, finance or risk
Understanding of insurance Solvency II balance sheet, financial assets and performance metrics
Strong analytical and creative problem-solving skills
Proactive, with strong collaboration abilities and teamwork skills
Advanced knowledge of Office suite, specifically Excel and PowerPoint
Be fluent in English both in writing and in speaking
Nice to have:
Experience and good understanding of Asset Liability Management under Solvency II framework
Advanced communication and interpersonal skills are necessary to maintain and develop collaborative business relationships with internal stakeholders
Experience into insurance ALM process, deriving key indications and constraints
About the company
Generali Hellas S.A., member of the Generali Group, is an Insurance Company, which has been active in Greece since 1886. We enable people to shape a safer and more sustaibable future by caring for their lives and dreams. Our goal is to become a Lifetime Partner to our customers by providing innovative and personalized insurance solutions through our exceptional sales network.
About the company
Generali Hellas S.A., member of the Generali Group, is an Insurance Company, which has been active in Greece since 1886. We enable people to shape a safer and more sustaibable future by caring for their lives and dreams. Our goal is to become a Lifetime Partner to our customers by providing innovative and personalized insurance solutions through our exceptional sales network.