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Investor Engagement Senior Manager

Date: Sep 27, 2021

Location: London, United Kingdom

Company: KPMG UK

At KPMG, our vision is to be the clear choice on the future of Audit. As part of this vision the Investor Engagement programme engages with the investor community on the future of audit and how we, as an audit firm, can reflect their priorities and concerns in the audits we conduct on their current and potential investments. The objective is to listen to and understand investor needs and determine the actions our firm should take in response.
Engaging with shareholders is vital to ensuring our work remains relevant. They are the primary audience of our audit opinions and listening to what they have to say and acting on that information is something we have always taken very seriously.

At a time when business, government and the investor community are focused on the future of audit, we are looking for a talented Senior Manager, with an interest in understanding the views of the investor community and how those views could guide what the future of audit looks like. Responsibilities will include managing the programme on a day-to-day basis, working with the Investor Engagement Director and sponsoring Partners and guiding the activities of one Analyst.

This will involve deciding who within the investor community we should engage with and how and then taking feedback from meetings and events with the community and translating it into a series of topics/actions which we need to respond to. The role will work closely with professionals in audit and other specialist teams to create content for the community delivered through thought leadership and events.
You will be expected to manage the investor engagement programme from planning through execution with the support of the Investor Engagement Analyst and will be responsible for interfacing with audit engagement teams, internal specialists, Marketing/PR, Learning & Development, Finance, etc.

Roles and Responsibilities

Knowing the investor community

- Complete and manage to approval a regular review of the target audience for the programme.
- Assess, collate and disseminate data from various sources on news and changes affecting the investor community.
- Managing engagement with the investor community
- Collate information from across the firm, and from programme stakeholders, in order to develop an annual engagement plan for the investor community.
- Manage the organisation of events including meeting with speakers and agreeing content and format, drafting invitations, agreeing target audience and designing strategies to ensure maximum attendance.
- Assess collated data on internal resources available for investors (conferences, access to events and programmes etc.) for their applicability to the programme, and to individual contacts within the Investor Community, and recommend where the programme should be investing in accessing the resources

Managing content for the programme

- Review thought leadership collated by the team and recommend where it could be useful to the Investor Community. Author and review relevant content (articles/blogs for KPMG and external publications, internal thought leadership/ guidance, audio-visual content, social media); assist the Investor Engagement Director with implementing plans for release.
- Draft feedback requests, review collated feedback and roll up into themes. Ensure all parties interested in the feedback are kept up-to-date. Manage to completion any actions required as a result of the feedback received.

Managing communication about the programme and its findings

- Use the feedback received to create reporting for the Audit Executive on what the programme is discovering and how the firm might consider taking action. Develop communications for the Investor Community when action is taken by the firm as a result of feedback to demonstrate the firm's willingness to respond.
- Communicate the programme’s achievements in regular reporting to the Audit Executive, the Audit Board and the Public Interest Committee as required. Recommend to the Audit Executive when achievements should be communicated to the Audit Practice, to the firm or to the Investor Community.
- Review feedback themes and recommend where they should be translated into training for the Audit Practice or the firm. Co-ordinate organising the training with the L&D team. Meet and brief speakers.
- Meet with the PR team to ensure that, where required, there is a proactive PR strategy for events and content releases. Work with the PR team to monitor any media response to the programme. Manage action required as a result of any media response and ensure that all necessary parties are kept informed.
- Translate major themes from feedback and market analysis into communications and tools for the audit practice (verbal and electronic) on what the information means for how we should deliver audits.

Acting as the Voice of the Investor within KPMG

- Contribute to major audit tenders to ensure the investor perspective is communicated by the audit partner to senior management and audit committees at companies where KPMG is bidding for the audit.
- Act as the liaison between the Investor Engagement Programme and other internal programmes to ensure the voice of the investor is represented within the internal programme.
- Where required, manage the submission of input from the Investor Engagement Programme and associated SMEs into internal programmes in order to ensure the views and needs of the Investor Community are properly represented.
- Managing internal process
- Manage the development of the annual budget for the programme using the annual engagement plan and manage the approval process with the Performance Leader and Resourcing.
- Develop ad-hoc budget requests for the programme as they arise, liaising with Finance for rates and templates. Manage the approval process with the Performance Leader and Resourcing.
- Track and document performance of the programme against agreed KPIs. Recommend and manage action to improve performance.

Qualifications and Skills

- Good at stakeholder management including building relationships internally, able to influence and persuade and resolve conflicting priorities.
- Good communication skills including being able to develop communications for internal and external use, focussing on key messages.
- Deep knowledge of the institutions and personnel in the institutional investor community in the UK, and of international institutional investors in UK companies considered an advantage.
- Awareness and understanding of ongoing policy developments that affect financial reporting, audit and corporate governance themes affecting companies, investors and auditors.
- Experience of auditing listed companies is desirable but not essential.
- Strong project management abilities including defining activities and timescales, working to a budget and managing team members, and other people in the firm, to deliver to time.
- A good understanding of knowledge management and how to capture content for reuse at a later stage.
- Good understanding of using social media to understand the community and to raise awareness of the programme within it.

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