Investor Relations Manager

Investor Relations Manager

Location:  Ladera Ranch, CA – out of the Corporate Office

Job Description:

The Investor Relations Department is a collaborative, innovative Real Estate Investment Firm’s operations department and in- bound call center that strives to process transactions accurately and efficiently in a fast-paced environment while simultaneously providing a positive customer experience and promote best-in-class service. The department is looking for an Investor Relations Manager to join our results driven team. This opportunity is ideal for a bright and resourceful professional who is eager to become a member of an accomplished team and play a part in our continued growth and success

Responsibilities include, but are not limited to the following:

  • Assist in managing the Investor Relations team including direct oversight of personnel and results achieved
  • Manage document review, cross referencing of work to ensure accuracy of transactions and preparing reports, confirms, statements and communications
  • Assist with departmental training and coordination of fund activities
  • Prepare and/or review distributions or similar payments, spreadsheets and information with heavy emphasis on quality control for daily, weekly, monthly and year-end balancing
  • Proactively anticipate situations and incidents that could occur and ask the right questions to streamline the outcome
  • Work in conjunction with other divisions or departments in order to meet departmental quality standards and ensure a smooth flow of operation
  • Work collaboratively to project plan, problem-solve and deliver results
  • Communicates with and assists selling professionals, investors and financial industry community with problem resolution and to develop and maintain positive relationships; fosters relationships with clients/investors to reflect positively on the company
  • Ensures the department is meeting all objectives pertaining to quality control, compliance, policies, regulations, productivity, customer service, budget, and project management
  • Work in conjunction with other divisions or departments in order to meet departmental quality standards and ensure a smooth flow of operation
  • Additional responsibilities may include creating reports, distributions, researching account inquiries utilizing various resources, responding to written customer inquiries, and assisting other departments and management with special tasks as needed
  • Follow established policies, procedures and guidelines to protect both our customers and Company

Qualifications and Competencies:

  • Demonstrate a high level of professionalism, strong leadership qualities and confidentiality
  • Naturally collaborative, is a team player and enjoys interacting with individuals at all levels
  • Capable of resolving escalated issues arising from operations and requiring coordination from other departments or firms
  • Strong attention to detail, accuracy, great time management skills with flexibility to work long hours at times
  • Strong work ethic, Self-starter, Self-aware, Analytical, Team player, ability to multi-task with various projects with superior organizational skills
  • Excellent oral and written communication skills and has a desire to provide excellent customer service
  • The ability to produce quality results in an efficient manner within tight timeframes and simultaneously manage several projects Independently plan and conduct non-routine financial analysis/reporting projects
  • Understand and apply financial analysis methodologies to achieve/produce a desired result
  • 2-4 years of relevant experience at an investment management, wealth management, investment consulting, or financial services firm
  • Experience in investor relations required
  • Proficient computer skills, in Microsoft Word, Excel, Outlook/eagerness to learn new skills and software systems
  • Prompt and consistent attendance

 Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. SmartStop considers all individuals on an equal basis. Our policy is to employ the most qualified applicants. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of this job.

  • Able to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear.
  • Frequently sit and reach with hands and arms.
  • Occasionally lift and/or move up to 20 pounds
  • Able and available to work 32 to 40 hours per week on average.

SmartStop is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.  If you need any assistance or accommodations due to a disability, please let us know.


  • Competitive Compensation Package
  • Comprehensive Benefit Package | Medical plan | Dental plan | Vision plan
  • 401(K) with employer match
  • Supplemental life insurance | long and short-term disability coverage


SmartStop is a diversified real estate company focused on self-storage assets, along with student and senior housing. The company has a managed portfolio that currently includes more than 67,000 self-storage units and approximately 7.8 million rentable square feet and approximately $1 billion of real estate assets under management. The company is the asset manager for 107 self-storage facilities located throughout the United States and Toronto, Canada and one student housing facility. SmartStop is the sponsor of both Strategic Storage Trust II, Inc. and Strategic Storage Growth Trust, Inc., both public non-traded REITs focusing on self-storage assets. The facilities offer affordable and accessible storage units for residential and commercial customers. In addition, they offer secure interior and exterior storage units as well as outside storage areas for vehicles, RVs and boats.


How Do I Apply

  1. Download the application to your computer, print it out and complete the application
  2. Fax it to (949) 861-6364 or Email it to

SmartStop Asset Management, LLC

10 Terrace Rd.
Ladera Ranch, CA 92694

T: (949) 429.6600
F: (949) 429.6606