Investor Engagement Manager

PwC.
Our purpose focuses on how we contribute to society, and how our business decisions can contribute to greater trust and solving important problems. In order to achieve our purpose and deliver a first-class service to our clients, we need first-class support internally. The people who power us – our internal teams – have a vital role to make sure we have all the right resources, services and technology to be the best we can be. Not all of us work directly with external clients.
The Role

We have an exciting opportunity for a Manager to join the investor engagement team in Purpose, Community and Corporate Affairs (PCCA), focusing on maintaining and growing the firm’s relationships with the investment community and sharing best practice across our network.

PwC is unique in having a team focused solely on understanding the views of this important stakeholder group, including those of private shareholders, investment analysts, fund managers, credit ratings agencies and governance professionals. Our team focuses on managing relationships with these key stakeholders as part of PwC’s stakeholder engagement efforts so that we are able to get their input on the regulatory and reporting issues that matter to them, to our clients and to PwC.

The UK Investor Engagement team has responsibility for:

• Maintaining relationships with the UK investment community;
• Oversight and support for investment community engagement (ICE) activities for the UK;
• Organising and running UK investor events, an opportunity for investors to learn from PwC experts and for PwC to gain investor insights;
• Managing the UK Corporate Reporting Users’ Forum (CRUF) network, which PwC sponsors and acts as secretariat; and
• Contributing to the firm’s investor-focused thought leadership on reporting and assurance matters.

Reporting to the UK Head of Investor Engagement, the role will allow you to develop an in-depth understanding of the needs of one of our key stakeholder groups and give you a new (external) perspective of PwC and our clients. You will have the opportunity to shape the way we go about understanding what’s important to the investment community and how that relates to the needs of the firm, our clients and our other stakeholders.

This is an opportunity to grow your knowledge and network (internally and externally), keep up to date on upcoming reporting and regulatory developments and develop exciting thought leadership.

The role involves both working with our colleagues across PCCA, the PwC network to support their investor engagement activities and supporting the UK CRUF network as secretariat.

This role can be based in any of our UK offices.

The Team

The Purpose, Community and Corporate Affairs team work to ensure our firm has a distinctive, coherent and aligned market presence across the firm. Our team comprises a group of specialists in the areas of communications, engagement, reputation, public affairs, governance and regulation who bring their collective expertise to our firm’s internal and external stakeholders.

Our vision is to be the leading digitally-enabled team of our kind. Our role is to help build and protect PwC’s reputation through engagement with a broad set of stakeholders and to keep our people connected with our strategy, purpose and culture.

We provide strategic counsel to the business leaders across all lines of service and undertakes activities to support the firm’s strategy. We focus on those areas that will differentiate us and allow us to make a real impact in the market and with our people, and we work to safeguard the reputation of the firm across our key stakeholder groups.

Responsibilities

PwC investor engagement:

• Developing strong relationships with the investment community to get an understanding of their goals and information needs, as well as playing an ambassadorial role by telling PwC’s story by representing the firm at events with investors
• Generating ideas for how to bring that information and intelligence back into the relevant areas within PwC and creating content as necessary to share knowledge within the team and across the network
• Assessing how investor needs are similar to or different from those of other stakeholders and ensuring the investor voice is heard within teams across the business while helping to balance the views of various stakeholder groups
• Monitoring news and identifying other research that is relevant to understanding the perspective of the investment community and sharing this with colleagues globally
• Project managing, delivering and disseminating research and thought leadership for the UK (e.g. investor and multi-stakeholder surveys), including coordinating and conducting investor interviews and performing data analysis
• Weekly posts on our UK Investor Engagement currents community to provide insights into investor perspectives on topical issues
• Creating content for social media campaigns, particularly targeted at the investment community

CRUF secretariat:

• Working with the UK CRUF network, including to develop ideas for promoting and raising the profile of CRUF
• Being involved in contributing content for the CRUF newsletter, blog pipeline, website and LinkedIn presence
• Building and maintaining relationships with the investor liaison teams at the Financial Reporting Council (FRC), UK Endorsement Board (UKEB) and other standard setters, regulators and policy makers to assist CRUF in providing input on their work
• Working with the UK CRUF chair to set the agenda for CRUF UK meetings, meeting logistics, taking notes at CRUF UK meetings, managing the review and sign-off process with the CRUF chair, Head of Investor Engagement and PwC Director acting as the CRUF Sponsor.
• Monitoring consultations that CRUF UK may wish to respond to and managing the process for CRUF UK’s responses to consultations

Role Requirements

The ideal applicant will:

• Have a strong accounting, audit, financial or economic background to be able to understand the issues and have informed conversations with senior stakeholders internally and externally
• Have experience in investment management, financial analysis or investor relations; progress towards CFA charter, UK Investment Management Certificate or similar is a plus
• Be confident building relationships (a) internally across all levels of the business and in territories around the world and (b) externally with key players in the global investment community
• Be intellectually curious and interested in current affairs, economics and markets, with a keen eye for the news and reporting agendas
• Be passionate about learning new things and open to trying innovative approaches to achieve our goals
• Be an excellent communicator and writer, able to develop engaging, relevant and innovative content across multiple channels and adapt their writing style for different voices; knowledge of mailchimp is a plus
• Be an expert in the use of Excel/Sheets and PowerPoint/Slides to analyse and present data from our surveys and other research
• Have strong attention to detail, whether in writing, data analysis, conducting research, preparing presentations or other activities
• Enjoy working under pressure, helping produce commentary and identifying whom to engage as necessary
• Be a self starter and independent worker who is creative, able to act on their own initiative to develop content from scratch and able to manage multiple projects at once
• Be a team player, who is able to collaborate with people across the team and beyond to maximise impact
• Be proactive, flexible and positive in their attitude and approach to work, and their approach to their own development
• Show sound judgement (e.g. in relation to the political context) and recognise when it is necessary to consult with others