Client Services – RFP Support Intern

Job description

Generali Asset Management (GenAM) is an asset management company with expertise in the following areas: collective management of savings through the promotion, establishment and organisation of all types of mutual funds, as well as individual management of investment portfolios on behalf of third parties. GenAM is currently searching for a Customer Services-RFP Intern, M/F, for its Business Relationship Management team based in Paris.

You will report to the Head of Department. This team is based in Paris and works with counterpart teams in Milan and Cologne. This internship will allow you to work in customer service, with teams responsible for responding to RFPs and sales teams.

Client Service & Sales Support

Optimize Client Deliverables and Data Management Drive the distribution of strategic sales documentation, performance reports and presentations to clients. Implement process improvements for timely and accurate client communications. Handle and organize replies to daily client’s requests. Advanced Reporting & Business Intelligence Contribute to the design and automation of dashboards and steering tables for senior management.

Leverage data visualization tools to enhance clarity and decision-making impact. Sales Performance Analytics Manage and analyze weekly in/outflows files from sales representatives to identify trends and perform accurate follow-up. Provide actionable insights to support commercial strategy and resource allocation. Portfolio & Fund Performance Monitoring Execute monthly updates of fund performance and portfolio metrics across multiple client segments.

Ensure data integrity and compliance with internal and regulatory standards. CRM & Digital Tools Expertise Utilize Salesforce CRM to track sales team activity, pipeline evolution and client engagement metrics. RFP As part of an international RFP Team, you will adopt both a sales & technical approach: Take an active role in the RFP/DDQ process, contributing to the preparation and coordination of proposals,and progressively gain autonomy and build expertise across finance, research, risk, and legal topics.

This is an opportunity to: Learn how an asset management company operates and is structured. Develop essential project management skills. Drive knowledge management initiatives by helping to create and maintain a best-in-class knowledge base for the RFP team and the wider organization using a leading project management platform. Become a key contributor on strategic industry platforms to ensure accurate data representation and gain deep insights into Generali AM’s diverse investment capabilities.

The internship will enable the candidate to develop her/his knowledge of the world of asset management and third-party management. The candidate will have the opportunity to work with many departments within the company (the Products, ESG, Management, Reporting and Research teams) and will thus gain a cross-functional overview of an asset management company. At the same time, the intern will gain an insight into how relationships between management companies and different target clients’ work.

Key Skills & Competencies

Gained: Data Analytics & Visualization: Transform raw data into actionable insights using advanced reporting tools.

CRM Mastery

Hands-on experience with Salesforce for client and pipeline management.

Financial Acumen

Deep understanding of fund performance metrics and portfolio analysis.

Strategic Communication

Craft impactful presentations and reports for senior stakeholders.

Process Optimization

Learn to streamline workflows and improve operational efficiency.

Qualifications

• Master's degree in finance (4-5 years of higher education, business school) Native French speaker, fluent in English, Italian would be a plus Good knowledge of economics and finance Initial experience in asset management is a plus Good writing skills, impeccable spelling
• Knowledge of funds and management strategies
• Excellent command of Office and Excel, and ideally VBA Soft Skill: Team spirit, autonomy and curiosity, excellent interpersonal skills Creativity, good listening skills, rigorous, proactive, flexible