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Financial Controller AIF with Tax experience

Generali Investments Holding S.p.A.

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 Investments Luxembourg S.A. manages traditional and alternative investments (i.e. through UCITS and AIF investment vehicles) on an international scale with the experience and professionalism of the team of experts at the Generali Group, in addition to the world-class investment firms available through its funds offerings.

The Alternative Assets Administration department is responsible for all administrative features of Real Assets funds (Real Estate, Private Debt, Real Estate Debt, Private Equity and soon, Private Equity in Infrastructure). As thus it interacts with the Company’s other departments (Risk, Legal, Compliance…), Generali other entities (Investment Managers…) as well as external providers (Fund Administrators, Lawyers …).

Main tasks:

Fund administration supervision (including Luxembourg SPVs, when applicable):

  • Review of the SPVs periodical standalone accounting / annual accounts under Lux gaap produced by Fund Administrator;

  • Review of the periodical consolidation and consolidated financial statements of the Funds under Lux gaap / IFRS (Net Asset Value, fees, performance fees …) produced by Fund Administrator;

  • Review of periodical VAT returns, when applicable;

  • Review of income tax returns, when applicable;

  • Review and coordination of administrative and legal documents prepared by external providers / external law firms (share registers, board packages, board minutes, proxies, contracts, capital call notices etc.);

  • Attendance to board meetings of the SPVs, presentation to the board of managers when applicable;

  • Coordination of contribution to preparation of quarterly investor reporting when applicable;

  • Treatment of ad-hoc investor requests;

  • Attendance to audit meetings;

  • Be part of ad hoc projects when required.

Transaction services supervision:

The Financial Controller will be involved in transactions relating to the Fund/SPVs, as well as liquidation of SPVs’. Tasks covers the following:

  • Coordination with external parties (deal team, lawyers, auditors, etc.);

  • Review of contractual documentation linked to the Fund/SPV/target acquisition structure;

  • Assistance with the preparation/review of funds flows;

  • Review of payment instructions;

  • Review of tax structure papers prepared by external tax advisors and attendance to structuring calls when applicable;

  • Implementation of and follow-up on recommendations in tax structure papers, legal step plans, etc.

The completion of the above tasks requires a strong cooperation with other Generali’s departments and entities such as Risk, Legal and Finance as well as other financial institutions (Depositary banks) and clients (Delegated Investment Managers).


Must have:


  • Master in Tax, Accounting or Finance, or an equivalent diploma;

  • At least 5 years of experience in real estate / private equity / private equity infrastructure / debt, ideally representing a combination of two of the following: audit / accounting / reporting;

  • Experience and knowledge in accounting / legal / regulatory requirements for Luxembourg-based Funds and SPVs and especially experience in tax in order to challenge deal structuration, tax returns or TP analysis;

  • Ability to interact with variety of partners globally and to build partnerships of trust;

  • Solid analytical skills and ability to rapidly comprehend complex issues;

  • Ability to deliver sound opinion and to present solutions with impact;

  • Project Management skills to focus on key aspects in the face of complexity and time constraints;

  • Willingness to learn new things and to look into a broad range of topics;

  • Goal oriented, self-driven flexible;

  • Fluent in English (oral and written); the knowledge of French or Italian is considered as a plus.

As part of GIL pre-hire background screening process, we apply a risk-based approach to determine the requirement of carrying out such checks on candidates, including criminal record checks. This role is judged to be sufficiently sensitive to warrant carrying out a criminal record check. By applying for this job, you are consenting to GIL completing background checks including criminal record checks


  • Excellent communications skills, both verbal and written: Ability to detail technical information in order to produce concise and effective presentations.

  • Solution oriented;

  • Excellent attitude for analytical analysis and creativity;

  • Proactive approach and team player;

  • Highly motivated, multi-tasking, able to work efficiently under pressure;

  • Ability to work in an international and multicultural environment;

  • Taking ownership of tasks, excellent prioritization skills and a hands-on attitude

  • Strong sense of integrity and ethics.

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