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Senior Portfolio Manager

Senior Portfolio Manager

Blue Prism GroupFort Worth, TX, US
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Senior Portfolio Manager

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

The Senior Portfolio Manager independently oversees and manages a complex portfolio of unique and illiquid assets, such as real estate, oil & gas interests, notes and mortgages, and closely held businesses. This role is integral in both daily portfolio administration and strategic asset oversight, typically within a fiduciary trust or investment management setting. The individual serves as both an internal expert and client-facing advisor, delivering comprehensive asset management solutions and helping mitigate institutional risk.

Asset Management & Oversight :

  • Provide expert asset oversight throughout the life of trust and estate accounts, ensuring risk mitigation, compliance, and fiduciary standards.
  • Administer oil, gas, and mineral interests, including lease negotiation, title analysis, revenue verification, division orders and joint interest billing.
  • Independently manage a portfolio of developed and undeveloped properties, including residential, commercial, and income producing real estate. Coordinate the management of agricultural real estate through a third party outsource provider.
  • Execute decisions regarding leasing, sales, repairs / maintenance, appraisals, inspections, insurance and third-party property management.

Fiduciary and Compliance Duties :

  • Apply fiduciary principles in asset acceptance, risk assessment, and ongoing administration.
  • Familiar with and have experience in trust, estate and fiduciary administration and accounting principles.
  • Conduct thorough pre-acceptance due diligence and post-acceptance reviews of unique assets in trusts and estates.
  • Act as a gatekeeper to safeguard the institution from risk associated with taking on fiduciary responsibilities for complex assets.

    • Client Relationship Management :

  • Partner with trust officers, portfolio managers, and external advisors to deliver high-quality, tailored service.
  • Acts as the subject matter expert on assigned unique assets within estates, trusts, agency, and individual accounts, ensuring effective ongoing administration. Proactively resolves account-related issues to maintain high service standards, provides strategic asset management guidance, and fosters long-term client relationships through consistent communication and expertise.

    • What You Will Bring :

  • College degree or equivalent in business, real estate, finance, accounting, or management.
  • At least 5 years of experience in real estate, oil & gas, or trust / estate administration.
  • Knowledge of real estate and mineral rights, lease structuring, and title issues.
  • Familiarity with crop / farm management (for agricultural holdings).
  • Proficiency in PC applications like Word, Excel, and database systems.
  • Strong analytical, communication, and negotiation skills.
  • Trust and fiduciary administration knowledge.
  • Self-motivated, team-oriented, and detail-focused.
  • Ability to interpret legal trust documents and apply fiduciary standards accordingly.
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