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JOB DESCRIPTION

JOB TITLE: Project Manager Principal JOB CODE:

DEPARTMENT: Applications LOCATION :

REPORT TO: FLSA (US ONLY):

DIRECT REPORTS: None REVISED: November 2008

JOB PURPOSE (JOB SUMMARY): To provide project management capabilities to technology projects that Invesco hdeemed important to the success of achieving their business goals. To own and deliver Technology and

Business projects to achieve the project objectives within the agreed time limit, budget and specifications, whadhering to company project management and quality standards.

KEY RESPONSIBILITIES / DUTIES:

Manage projects through a complete project lifecycle

Consistently deliver results on time and on budget Define project objectives and deliverables that are in line with business and system strategies

Lead reviews of requirements and designs with relevant stakeholders to obtain agreement and sign off of

proposals

Create and present accurate estimates of effort, costs and timescales for proposed projects and assist inprioritization

Secure and coordinate the necessary resources for a project by working with appropriate line managers

including any vendor or third party resources

Coordinate user testing, ensuring issues are resolved in a pragmatic and appropriate manner

Assist in maintaining an application issues log to capture any system or business process issues,

enhancements, bugs or new business requirements

Design and implement ongoing support arrangements for system delivered

Ensure management and business stakeholders are kept fully up to date with progress

Escalate issues and concerns effectively and in a timely manner

Lead post implementation support

Oversee creation of documentation for systems and processes

Ensure projects adhere to company project management methodologies and standards, including

appropriate documentation and controls, e.g. plan, budget, risk management and change control.

Take a lead role on small units of work or phases of projects, ensuring the proposal and development ofeffective solutions meet objectives and are in line with business and system strategies

Assist with developing improvements to team processes and procedures

Lead and motivate staff on the project team through effective guidance and two-way communication

FSA Training and Competence (UK Only):

Approved Person? No

Covered by FSA Training and Competence? No

WORKING CONDITIONS:

Normal office environment with little exposure to noise, dust and temperatures.

The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary.

Normally works a regular schedule of hours, however hours may vary depending upon the project orassignment.

Hours may include evenings and/or weekends and may include 24 hour a day on call support by pagerand/or cell phone.

Willingness to travel both domestically and internationally. Frequency and duration to be determined

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manager.

WORK EXPERIENCE / KNOWLEDGE:

Minimum 7 years of proven experience managing projects including responsibility for the whole project life

cycle and completing projects on time and within budget

Experience managing programs covering multiple projects and resource teams

Will have managed multi-discipline projects with teams of up to 5 people and of a minimum length of 6

months, ideally in a matrix management environment

Experience creating detailed cost / benefit analysis

Able to demonstrate knowledge and use of a structured project management techniques

Experience analyzing business or technical problems and proposing and implementing solutions Good understanding of and experience with people management, regulations, systems and procedures

Project Management literate with good knowledge of the Microsoft suite of products, including Project and

Office

Knowledge of change management, process documentation and testing tools

Broad knowledge of systems and business processes in use for the relevant business areas

Ideally will be able to show experience managing and negotiating with external parties / suppliers

SKILLS / OTHERPERSONAL ATTRIBUTES REQUIRED:

Excellent verbal (must be capable of communicating clearly and effectively to senior business users, ITmanagement and internal team members) and written skills (including ability to produce process

flowcharting, requirements, project plans, and formal business solution documents)

Effective management skills. Must be able to motivate and develop team members throughout the projectlife cycle

Able to work in a global, multicultural environment

Able to influence and build relationships at all levels of staff

Must demonstrate a strong customer focused attitude and understand the fundamentals of customer serv

Excellent analytical and problem solving skills

Ability to manage conflict well

Structured, disciplined approach to work, with attention to detail

Good inter-personal skills combined with willingness to listen

Ability to analyze requirements and problems and to propose innovative but workable solutions

Disciplined time management skills

Ability to multi-task and work on more than one initiative at a time

Flexible able to meet changing requirements and priorities

Self motivated. Capable of working with little or no supervision Ability to react positively under pressure to meet tight deadlines

Able to work independently or as a team player

Maintenance of up-to-date knowledge in the appropriate technical areas

Enjoy challenging and thought provoking work and have a strong desire to learn and progress

Willingness to travel domestically and internationally

Functional Area Required Skills/Experience/Knowledge:

Transfer Agency Broad knowledge of the systems and business processes in use for the

Transfer Agency function.

Distribution Broad knowledge of the systems and business processes in use for theDistribution function.

Understanding of differences between the Retail and Institutionaldistribution processes and players.

Equity Investments Broad knowledge of the systems and business processes in use for the

Equity Investments function.

Understanding of Investments data and market data supporting

investment processes.

A strong understanding of Equity, Fixed Income and basic Derivativeinstruments used with the financial services.

InvestmentOperations

Broad knowledge of the systems and business processes in use for theFront-, Mid-, and Back-office functions within Investment Operations.

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Corporate Broad knowledge of the systems and business process included in HR

and/or Finance.

Experience with configuration for Oracle Financials, specifically in relation

to Financial and Procurement modules (emphasis on AP, PO, GL and FA).

Functional knowledge of PeopleSoft HRMS covering HR configuration and

Position Management. Familiar with HR transactions in HRMS module.

eTechnology

Broad knowledge of Internet technologies and website best practices Experience managing external and/or internet website projects

Website development, design and/or usability experience preferred

Knowledge of RUP agile software development methodology preferred

Alternative

Investment Broad knowledge of the systems and business processes in use for the

Alternative Investments function.




Fixed Income/MoneyManagement

Broad knowledge of the systems and business processes in use for theFI/MM Investments function.

Understanding of Investments data and market data supportinginvestment processes.

A strong understanding of Equity, Fixed Income and basic Derivative

instruments used with the financial services.

Technology & Project

Service

Business

Language

Performance & Risk

FORMAL EDUCATION: (minimum requirement to perform job duties)

A Bachelors Degree in Management Information Systems or Computer Science is

preferred or commensurate relevant work experience

Formal project management training and/or qualification preferred

PMI PMP certification or equivalent background

LICENSE/REGISTRATION/CERTIFICATION: (minimum requirement to perform job duties)

None

COMPETENCY REQUIREMENTS INVESCO CORE:

*Please refer to IPMP manual for competence descriptions

We are passionate about our clients success

Working together, we achieve more

We believe in the continuous pursuit of performance excellence

We earn trust by acting with integrity

People are the foundation of our success

REVIEWED BY:

Disclaimer: The above information on this description has been designed to indicate the general nature alevel of work performed by employees within this classification. It is not designed to contain or be interpre

as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assignedthis job. Incumbents may be required to perform other duties as deemed appropriate by the supervisor fr

time to time.

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