Position SummaryThe Associate Director, Investor Engagement will serve as a program management lead for investor-related activities, working as part of the Office of Communications and Engagement and working closely with the Office of the Chairman and other PCAOB divisions and offices to ensure effective program planning, facilitation, and execution. This role is based in our Washington, D.C. headquarters office.
As a member of the Office of Communications and Engagement (OCE), and reporting to the Director, OCE, this position will also support efforts to incorporate and align investor perspectives into PCAOB strategic planning and internal and external communications. This role will serve as the primary staff contact to the Investor Advisory Group (IAG) and develop, manage and coordinate investor-related meetings and events.
Responsibilities- As an integral part of OCE, and working closely with other divisions and offices, provide strategic planning of investor engagement programs aligned to the PCAOB strategic plan, goals, and objectives.
- Manage the planning, coordination, and execution, of investor-facing programs, meetings, and events.
- Serve as the primary staff contact to the Investor Advisory Group (IAG), coordinating all investor-related activities, meetings, and events.
- Coordinate with a variety of individuals and organizations, such as investors, investor advocates, investment advisers, chief investment officers, portfolio managers, financial analysts, consultants, foundations, endowments, employee benefit plans, regulators, policymakers, and academics in the financial ecosystem.
- Collaborate with other PCAOB divisions and offices as it relates to the program and events management. Support OCE efforts to facilitate communication with the Board and PCAOB staff.
- Assist with the review of PCAOB publications and other communications materials to support investor-facing engagement activities.
- Assist with compiling information to incorporate in the PCAOB's Annual Report.
- In collaboration with OCE team members, ensure the PCAOB website is regularly updated with relevant investor communications.
- Track participation, event outcomes, follow-up items, and performance metrics for investor-related programs and events.
- Coordinate with the Office of Economic and Risk Analysis on research and surveys targeted towards investors.
- Proactively drive innovation, identify process improvement opportunities, and use technology, automation, and AI-enabled tools, to drive efficiencies in day-to-day work and reporting capabilities.
- Assist with activities, as needed, related to the Standards and Emerging Issues Advisory Group and other events.
QualificationsEducation/Technical Expertise
- Bachelor's degree from an accredited university.
- Minimum of 10+ plus years of experience.
- Demonstrated ability to effectively manage complex programs and events.
- Working knowledge or experience with automation tools and other modern technologies.
- A self-starter able to administer a variety of open, ongoing assignments at any one time, where some assignments are routinely unstructured, requiring autonomy and independent judgment.
- Ability to effectively represent the organization to a variety of both internal and external constituencies.
- Ability to respond to changing circumstances and adapt to meet new opportunities/challenges.
- Superior verbal and written communication skills.
- Strong interpersonal skills.
- Strong time management and organization skills.
- Ability to work effectively in a team environment.
- Ability to meet deadlines.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Preferred Qualifications
- Advanced education/professional certification or equivalent experience.
- Prior experience in financial services, communications, government, or regulatory organizations.
