Consultant Insurance Asset Management

Project overview

Context

An international life insurance company has been managing unit-linked contracts and CPIs for over 15 years. In 2024, a decision was made to diversify investments towards General Fund savings (PAR funds).

Industrializing the investment process has been set as a formal condition for the continued growth of the PAR business.

A global remediation program was launched by the Asia zone, one of whose streams ("Investment Software") is being deployed in France (Head Office) via a dedicated project.

The objective of this project is to integrate the activities of the Taiwanese subsidiary into the Investment Management ecosystem and to structure an associated service offering.

The project started in July 2026 with a scoping phase and continues with the implementation phase. The delivery of an MVP is expected by the end of 2026, for use from early 2027. It should be completed with a target by the end of H1 2027 covering the majority of the functionalities required by the Taiwanese subsidiary, both in terms of service offering scope (IT and OPS) and operating model.

The project is structured into 3 operational streams: Offering Structuring, Operational Model, and IT Platform and Services.

Assignments

The service provider will support the OPS teams (particularly Front Office Support and Data Management) of the Investment Management department in describing/updating operational processes, organizing the daily production of services that the Head Office will offer to the Taiwanese subsidiary, and preparing the transition to RUN.

They will need to provide structured support to the project to secure the scoping of the service and its effective implementation.

The project involves various dimensions (Operations, IT, Organization, Risks/Compliance, Legal, Finance) within an insurance asset management environment.

Knowledge of asset management is essential (and if possible, insurance asset management) as well as the ability to quickly grasp subjects to bring value to all project stakeholders.

The service provider will be involved in two areas:

In addition, the service provider is expected to assist the core team in ensuring the overall consistency of the work and to be "hands-on" on any assigned tasks.

• Project, to:
• update the processes and macro-processes of Front Office Support and Data Management
• update the operating procedures related to the integration project
• participate in the project (requirements gathering, testing, monitoring developments, etc.) in relation to accounting delegated to an external service provider
• implement necessary reporting by gathering business needs
• From the MVP delivery, to:
• run the daily activity of the Asian branch on bond, collective investment schemes, ETF, forex, and money market products
• reconcile positions and transactions with the asset manager
• take charge of the security creation activity dedicated to this new location in relation with the head office team

Project details

• Start: flexible
• Remote: hybrid
• Location: Paris, France, FR
• Languages: French