Sr. Advisor, Special Assets - Energy & Minerals Management Group
On-siteDallas, Texas, United States
Job Summary
Manage special assets in trusts, estates, and agency accounts by taking possession, coordinating management, and evaluating investment potential to formulate policy and handle sales. Conduct annual performance reviews and valuations, analyzing financial data to ensure assets perform acceptably while assisting in the evaluation and remediation of new holdings. Negotiate leases, farmout agreements, and gas purchase contracts, overseeing compliance with provisions and researching title issues to recover funds. Track royalty payments, shut-in rentals, and lease bonuses, ensuring accurate collection and payment of ad valorem taxes. Provide clients with consolidated financial statements, strategic recommendations, and regular updates on industry activity and asset performance.
Required Qualifications
- A College or University degree
- 7-10 years of related professional experience in either the oil and gas industry or asset management experience
- legal background
- Related Industry qualification
- Outstanding communication skills, both written and verbal
- The ability to engage clients and/or prospects, present and sell Specialty Asset Services (Fiduciary and Advisory)
- Leadership and organizational skills
- specialized depth and/or breadth of expertise in own job discipline or field
- Proficiency with Enverus Drillinginfo and other standard industry software
- Register Professional Landman (RPL), Certified Professional Landman (CPL), JD or other certifications
- Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship
- Knowledge of managing complex specialty assets including acquisitions, sales, fiduciary issues
- Experience working in the fiduciary/trust mineral management space
- Strong understanding of oil and gas law, mineral rights, and title matters
- Accounting and financial analysis skills
- Ability to analyze, monitor, and evaluate a portfolio of oil, gas, and mineral assets
- Ability to negotiate mineral leases, pooling agreements, term assignments, and other contracts
- Ability to research and verify ownership and title issues and recover escheated or suspended funds
- Ability to track and monitor royalty payments, shut-in's, delay rentals, lease bonuses, and other oil and gas related income
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals, organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to coordinate or assist in the coordination of the execution of all contracts, legal documents and closing documents subject to trust attorney review
- Ability to ensure that revenues are collected, expenses are paid, proceeds from sales are properly credited, fees collected, and asset is removed from record or documentation
- Ability to make recommendations to the appropriate management committees regarding the suitability of retaining an asset
- Ability to sell or assist in the sales of assets from fiduciary accounts
- Ability to advise account administrators and clients of activities and issues
- Ability to make recommendations regarding the investment policy
- Ability to assist in or handle sales of assets
- Ability to take possession of the asset
- Ability to coordinate its management
- Ability to evaluate its investment potential
- Ability to recommend the investment policy
- Ability to assist in the sale process for Specialty Asset fiduciary and/or advisory services
- Ability to build Northern Trust's brand and awareness of its Specialty Asset capabilities both internally and externally
- Ability to demonstrate deep asset knowledge
- Ability to apply sound fiduciary judgment
- Ability to lead asset decisions with growing independence
- Ability to deliver strong client support and execution
- Ability to manage a portfolio of complex assets
- Ability to review critical documents and financial data
- Ability to ensure that asset is performing acceptably
- Ability to assist in the evaluation and remediation of new assets
- Ability to work with partners, fiduciaries and third parties to make necessary business decisions regarding the asset
- Ability to collect information necessary for the ongoing asset management
- Ability to review Annual Investment Reviews prepared by Analysts and/or Asset Managers
- Ability to value assets where necessary
- Ability to coordinate the execution of all contracts, legal documents and closing documents subject to trust attorney review
- Ability to monitor newly assigned assets to assure that they are placed on record and coded/valued appropriately
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
- Ability to set short-term priorities
- Ability to monitor all activities
- Ability to ensure timely and accurate completion of the work
- Ability to coordinate and complete Annual Investment Reviews and valuations
- Ability to formulate investment recommendations
- Ability to determine whether there is a market for an asset
- Ability to review and approve authority for expenditures (AFEs) joint interest billings (JIBs)
- Ability to monitor oil and gas production to verify operator payments and ensure compliance with legal requirements
- Ability to complete detailed analysis and review of each account's oil and gas holdings on an annual basis
- Ability to oversee property tax payments and provide annual reports and other tax-related documents
- Ability to provide clients with regular updates on industry activity, asset performance, and strategic recommendations
- Ability to evaluate drilling prospects and participation, unleased mineral acreage, and other active mineral management strategies
- Ability to act as manager, officer and/or director of entities when appropriate and approved by senior management
- Ability to assist with the resolution of audit and regulatory issues
- Ability to participate in marketing, business development and prospecting activities
- Ability to provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Ability to develop periodic goals
- Ability to organize the work
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