Manager, Investor Services

Posted 22 Days Ago
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Dallas, TX, USA
In-Office
Senior level
Real Estate
The Role
The Manager of Investor Services oversees a team responsible for managing shareholder inquiries, coordinating communications, and ensuring accurate transactions related to investments.
Summary Generated by Built In
Company Description

Since opening our first self-storage facility in 1972, Public Storage has grown to become the largest owner and operator of self-storage facilities in the world. With thousands of locations across the U.S. and Europe, and more than 170 million net rentable square feet of real estate, we're also one of the largest landlords.

We've been recognized as A Great Place to Work by the Great Place to Work Institute. And, our employees have also voted us as having Best Career Growth, ranked us in the Top 5% for Work Culture, and in the Top 10% for Diversity and Inclusion.

We're a member of the S&P 500 and FT Global 500. Our common and preferred stocks trade on the New York Stock Exchange.

Public Storage is the nation’s leading self-storage provider, recognized for its iconic orange doors and commitment to delivering simple, reliable solutions to millions of customers across the country. We are expanding our creative team to enhance our consistent and engaging visual brand presence.

Job Description

We are looking for a Manager, Investor Services to join our team. 

In conjunction with the Director of Investor Relations, the Manager, Investor Services will oversee the Investor Services team in support of Public Storage’s broader external and internal stakeholder efforts. The role will work with key constituents in administering these efforts, which include supporting retail shareholders and limited partners, collaborating on company filings, communications and distributions, assisting capital markets issuance and redemptions, and additional responsibilities that will afford broad exposure to Public Storage’s best-in-class operations. 

Responsibilities

  • Oversee and support the Investor Services team in administering Public Storage’s internal and external stakeholder efforts
  • Coordinate recurring and special communications (e.g. news releases) and oversee timely distribution to relevant stakeholders
  • Coordinate quarterly distributions and support security issuances/redemptions/exchanges (debt, preferred equity, common equity) with internal teams and external counterparties to ensure accuracy and seamless execution
  • Lead retail shareholder and limited partner inquiries (filings, ownership, transfers, tax bases, Forms 1099), ensuring service-level responsiveness and accurate guidance
  • Lead shareholder and limited partnership administration, including dividend distributions, tax statement preparation, consent solicitation, and tender offers
  • Serve as a central point of contact between shareholders/limited partners and internal/external stakeholders; document roles, systems, and processes to ensure seamless handoffs
  • Prepare non-financial components of annual reports, assist with annual proxy preparation, and coordinate the Annual Shareholder Meeting
  • Manage key external relationships, including the New York Stock Exchange (NYSE), The Depository Trust Company, transfer agents, financial printer, and news release provider
  • Manage administrative aspects of Investor Services team, including contracts, invoices, and the Investor Relations website
  • Execute recurring or special projects for internal parties, including the executive team, Board of Trustees, and other key constituents
  • Ensure operational procedures and controls are followed, escalate appropriately, and drive process improvements and automation to eliminate bottlenecks

Qualifications

  • 5+ years of experience in an investor services (as described above), shareholder services, and/or finance/accounting related function
  • 5+ years working with shareholders and limited partners
  • 3+ years of management experience with demonstrated success in a leadership role (coaching, developing, performance management)
  • Excellent Adobe Acrobat and Microsoft Office skills with a focus on Excel, Word, and PowerPoint
  • Familiarity with company filings, compliance, and annual reporting requirements
  • Experience collaborating with or managing vendors and market infrastructures (NYSE, DTC, transfer agents, financial printers, newswire providers)
  • Excellent interpersonal, verbal, editing, and written communication skills
  • Executive presence with the ability to influence, build trust, and partner effectively from staff to executives
  • Proven ability to exercise sound judgment and maintain strict confidentiality when handling sensitive information, issues, and escalations
  • Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines
  • Knowledge of shareholder / limited partner tax-related documentation (e.g., Forms 1099, K-1s) a plus

Additional Information

Workplace

  • One of our values pillars is to work as OneTeam and we believe that there is no replacement for in-person collaboration but understand the value of some flexibility. Public Storage teammates are expected to work in the office five days each week with the option to take up to three flexible remote days per month. 
    • Our office is based in Frisco, west of The Dallas North Tollway, in Hall Office Park – 2611 Internet Blvd. 

Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply.

**Sponsorship for Work Authorization is not available for this posting.  Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.**

 

REF3805M

Skills Required

  • 5+ years of experience in an investor services function
  • 5+ years working with shareholders and limited partners
  • 3+ years of management experience in a leadership role
  • Excellent Adobe Acrobat and Microsoft Office skills
  • Familiarity with company filings, compliance, and reporting requirements
  • Experience collaborating with or managing vendors
  • Excellent interpersonal and communication skills
  • Strong work ethic and ability to manage multiple projects
  • Knowledge of shareholder tax-related documentation
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The Company
5,900 Employees
Year Founded: 1972

What We Do

Public Storage is a real estate investment trust and the world's largest owner, operator, and developer of self-storage facilities in the U.S.

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