Senior Portfolio Manager

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 :

Client Relationship Management :

What You Will Bring :