Senior Portfolio Manager

Get To Know Us:

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s 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:

Portfolio & Asset Management

• Independently manage a large and diverse portfolio of unique assets held in trust, including: Oil, gas, and mineral interests, Residential, commercial, and agricultural real estate, Notes, mortgages, and closely held businesses
• Administer mineral assets: lease negotiation, title analysis, revenue verification, division orders, and joint interest billing.
• Oversee leasing, sales, repairs, appraisals, inspections, insurance, and third-party property management.
• Coordinate agricultural property oversight through external providers.

Client Onboarding & Account Management

• Collaborate with clients and internal teams to onboard new trust accounts, ensuring accurate asset intake and seamless transition.
• Provide day-to-day management of trust-held assets, maintaining compliance and fiduciary standards.
• Act as a trusted advisor to clients, delivering tailored asset strategies and resolving account-related issues proactively.

Fiduciary Oversight & Risk Mitigation

• Conduct thorough pre-acceptance and post-acceptance reviews of unique assets.
• Apply fiduciary principles to asset acceptance, administration, and risk assessment.
• Interpret legal trust documents and ensure compliance with trust and estate regulations.
• Serve as a gatekeeper to protect the institution from risk associated with complex asset holdings.

Internal Collaboration & Subject Matter Expertise

• Partner with trust officers, portfolio managers, and external advisors to deliver high-quality service.
• Act as the internal expert on assigned assets, ensuring effective administration and strategic guidance.
• Foster long-term client relationships through consistent communication and deep expertise.

What You Will Bring:

• Bachelor’s degree in business, finance, real estate, accounting, or related field.
• Minimum 5 years of experience in real estate, oil & gas, or trust/estate administration.
• Proven experience managing unique assets within a fiduciary or investment management setting.
• Strong knowledge of: Real estate and mineral rights, Lease structuring and title analysis, Agricultural property management
• Proficiency in Microsoft Office and asset management systems.
• Excellent analytical, communication, and negotiation skills.
• Deep understanding of fiduciary and trust administration principles.
• Self-motivated, collaborative, and detail-oriented.

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: www.ssctech.com/careers.

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Unless 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.