The RFP Competence Center supports sales and client service efforts of the Product & Distribution team for our distribution business (Institutional, Wholesale and Retail). It is also responsible for creating the documents which articulate Generali Asset & Wealth Management's unique value proposition and brand commitments to clients around the world. Furthermore, the Competence center is responsible for scouting new RFP opportunities, completes requests for proposals (RFPs), due diligence questionnaires (DDQs), requests for information (RFIs), as well as completing and maintaining Consultant Databases (both local and international). The team works closely with our sales, client service team, product specialists, compliance, legal and operations to respond to the questionnaires to create, curate and maintain these client documents. In fulfilling its responsibilities, the team collaborates with the investment teams and subject matter experts of the A&WM’s business units.
The ideal candidate will work on the following activities:
Supporting the RFP in the research, writing, and editing responses to RFPs/RFIs/DDQs and supporting in managing content within the RFP database
Supporting the scouting of RFP opportunities and work closely with the sales manager who owns the opportunity in Italy (and abroad when needed)
Collaborate with boutiques of Generali Investments’ ecosystem (Sycomore, Infranity, Generali AM, Aperture, Sosteneo, Plenisfer, etc.) on all asset classes (liquid, private assets, etc.)
Facilitating pre-proposal planning meetings/strategies with the Italian sales team
Collaborating with internal stakeholders to ensure specific content are complete and accurate and always try to find new and innovative ways to improve existing content
Act as a primary stakeholder in product identification, pricing structure and specific challenging discussions / topics
Interfacing with many business partners who will help in providing data and answering questions more thoroughly (e.g., Sales teams, Portfolio Managers, Compliance, Legal, Risk, Finance and other departments)
Maintaining consistent product messaging and updated product language and data in RFP Language database and on consultant and third-party databases
Completing and updating Consultant Databases
Requirements
Our ideal candidate will meet the following requirements:
Master’s Degree preferably in economics, finance, management engineering or mathematics
Knowledge of RFP or similar role within an international asset management firm (3-5 years of experience)
Solid skills in Project management
Proficient in use of IT systems and advanced knowledge of Microsoft Office (notably, Excel spreadsheets); Knowledge of specific RFP tools is a plus, in particular Responsive (formerly known as RFPio)
Ability to interact in a multicultural environment
Work with a goal-oriented approach and take proactive actions in the achievement of positive net inflow objectives
Willingness to learn technical info, including philosophy, research and investment processes of our products
High standard of English and Italian – any other EU language (French, German or Spanish) is a strong plus
Organizational, planning, writing and communication skills
An interest in ensuring accuracy, clarity and quality of work
Problem solving and analytical skills
Confidence in operating within a client-facing environment
Willingness to work in challenging environment
Company Profile
Generali is a major player in the global insurance industry – a strategic and highly important sector for the growth, development and welfare of modern societies. Over almost 200 years, we have built a multinational Group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees. Our Group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.
Generali Asset Management SGR S.p.A. is the legal entity belonging to the Business Unit Asset & Wealth Management 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.
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 you during the selection process.
Tempo indeterminato
RFP Competence Centre
Product Development & Underwriting
Milano
Tag
Pubblicazione
Generali Asset Management
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