PMO Asset Management Insurance

Project overview

Context

As part of its future strategic plan and following the establishment of the discretionary management mandate for general funds with a major asset management company, a program has been launched. The program is part of this initiative and is classified as strategic by the General Management of this entity.

The "Dimension repatriation study" component (confidential to date due to various issues, particularly HR) aims to understand the reversibility arrangements for the auxiliary accounting service, known as "CPI Service," currently provided by an external provider on behalf of this company.

Currently, all work is carried out by a "Core Team" composed of operational managers (business and IT). A progress status is regularly presented to the main stakeholders of the General Management.

Missions

The service provider is expected to support the Core Team members by providing structuring support to the project to secure the scope and effective implementation of reversibility.

These PMO activities include:

The project has different dimensions (Operations, IT, Organization, HR, Risks / Compliance, Legal) in an insurance asset management environment. The service provider must have experience and aptitude in carrying out PMO for organizational and multidisciplinary projects, assisting the Core Team to ensure the overall coherence of the work, and being "hands-on" on the topics assigned, if necessary.

This assistance will cover the entire project:

Depending on the program's progress, the team may be called upon to intervene in the rest of the program, particularly to assist the project manager in:

• Project steering
• Facilitating certain topics to be addressed as needed by the project
• Update the task backlog and monitor it (including follow-up with stakeholders)
• Organize workshops (planning with stakeholders, communication of the agenda), lead or facilitate the session, and produce minutes
• Represent the Core Team in meetings or workshops if necessary (and report back afterwards)
• Contribute to and/or prepare materials for steering and/or project management meetings (CoPil, CoProj) to report on project progress, coordinating contributions and ensuring key messages are correctly conveyed
• Take notes during steering meetings and draft minutes
• Monitor and update project management tools
• Escalate alerts
• Launching other identified projects (project organization and planning, preparation of deliverables for project governance)
• Operational steering of projects / sub-projects

Project details

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