Senior Portfolio Manager
Senior Portfolio Manager
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Job Description
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Job Title: Senior Portfolio Manager
Locations: Fort Worth TX
Get To Know Us:
SS&C Technologies is the worlds largest independent hedge fund and private equity administrator as well as the largest mutual fund transfer agency. SS&Cs unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.
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.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
Your Future: 401k Matching Program Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
Training: Hands-On Team-Customized including SS&C University
Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
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.
Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website: explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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