Client Services - RFP Support Intern

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 ManagementDrive 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.RFPAs 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.RequirementsMaster's degree in finance (4-5 years of higher education, business school)Native French speaker, fluent in English, Italian would be a plusGood knowledge of economics and financeInitial experience in asset management is a plusGood writing skills, impeccable spellingKnowledge of funds and management strategiesExcellent command of Office and Excel, and ideally VBASoft Skill:* Team spirit, autonomy and curiosity, excellent interpersonal skills* Creativity, good listening skills, rigorous, proactive, flexibleCompany ProfileGenerali 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 is a European investment specialist, offering a wide range of active funds and bespoke solutions across both public and private markets. Our investment experience is grounded in a solid heritage, with skills that have been developed and honed over time by managing Generali Group and external clients' assets.Generali Asset Management S.p.A. guarantees a solid framework of services designed to support various asset management activities. Key elements include the provisioning of IT services over all applications underpinning the investment and asset management value chain (Front Office, Trading Desk, Investment Compliance, Middle and Back Office, Analytics and Reporting, etc.) The company also acts as a holding company, retaining share capital in the boutiques and Generali Investments' companies.