The M&A & Transformation team acts as a strategic enabler of Generali Investments' growth agenda, originating, coordinating and executing M&A transactions, strategic partnerships and transformation initiatives across GIH and the Group Business Entities (GBEs). The team supports the identification and assessment of inorganic growth opportunities, coordinates transaction processes and external advisors, oversees strategic partnerships and contributes to the execution of Generali Investments' transformation agenda. Working closely with senior stakeholders across the organization, the team helps accelerate business development initiatives, strategic projects and value creation opportunities aligned with Generali Investments' long-term objectives.
Main tasks:
- Supporting the team in daily project management activities
- Coordinating M&A transaction activities across internal teams and external stakeholders (eg financial, legal, accounting, tax consultants) ensuring alignment in relation to the transaction related tasks
- Driving the due diligence phase and contributing to the development of financial valuation models which integrate synergies and strategic, business, operational, financial, legal, tax and other considerations
- Managing and steering the M&A process to ensure effective coordination among all stakeholders involved, and timely reporting of planned, ongoing, and potential M&A opportunities
- Preparing documentation for the Board of Directors and internal committees to support the decision-making process
- Supporting stakeholders during the post signing/pre-closing period and, if necessary, in the integration phase, in close connection with other internal functions
- Identifying and assessing new potential targets (acquisition/disposal) and growth opportunities in both existing and new markets.
- Master’s degree in Finance, Economics, MBA (or equivalent) or a related field;
- 2-3 years of professional experience in M&A, Corporate Finance, Investment Banking, Transaction Services or related advisory environments.
- Strong knowledge of company valuation methodologies and financial analysis.
- Experience supporting transaction execution processes and due diligence activities.
- Excellent analytical and quantitative skills with high attention to detail.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Fluency in English, both written and spoken; additional languages are considered a plus.
- Availability to travel when required.
Skills:
- Strong analytical thinking and problem-solving capabilities.
- Excellent communication and interpersonal skills.
- Ability to manage multiple priorities and work under tight deadlines.
- Proactive attitude and strong sense of ownership.
- Team-player mindset with the ability to collaborate across functions and geographies.
- Strong presentation skills and executive presence.
- Accountability and results orientation.
- High level of professionalism and attention to confidentiality.