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 Storages 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 Storages best-in-class operations.
Responsibilities
- Oversee and support the Investor Services team in administering Public Storages 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 :
Compensation
Base Pay Range: $118000 - $138000
Compensation may vary outside of this range depending on a number of factors including a candidates qualifications skills competencies and experience and location. Base pay is one part of our total awards approach to compensation which is provided to compensate and recognize employees for their work and this role may be eligible for additional discretionary bonuses or incentives.
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.
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.**
Remote Work :
No
Employment Type :
Full-time
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 Storages broader external and internal stakeholder efforts. The role will work with key c...
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 Storages 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 Storages best-in-class operations.
Responsibilities
- Oversee and support the Investor Services team in administering Public Storages 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 :
Compensation
Base Pay Range: $118000 - $138000
Compensation may vary outside of this range depending on a number of factors including a candidates qualifications skills competencies and experience and location. Base pay is one part of our total awards approach to compensation which is provided to compensate and recognize employees for their work and this role may be eligible for additional discretionary bonuses or incentives.
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.
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.**
Remote Work :
No
Employment Type :
Full-time
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