Sr. Advisor, Special Assets - Energy & Minerals Management Group
Core
Managing complex oil, gas, and mineral assets held in trusts, estates, and agency accounts, including portfolio oversight, lease negotiation, and fiduciary services.
Role type
Senior Advisor, Special Assets (Energy & Minerals)
Builds
Specialized asset management services for high-net-worth individuals, families, and institutions
Domain
Oil & Gas / Energy / Trust & Estate Management
Deliverable
client delivery
Required skills
Oil and gas law, mineral rights, title research, fiduciary judgment, portfolio management, lease negotiation, financial analysis, tax administration, regulatory compliance
Preferred skills
Petroleum Land/Energy Management degree, Registered Professional Landman (RPL) or Certified Professional Landman (CPL), JD, experience in fiduciary/trust mineral management
Technologies
Enverus Drillinginfo
Responsibilities
Manage portfolios of oil, gas, and mineral assets to ensure performance aligns with client goals; negotiate mineral leases, pooling agreements, and term assignments; research and verify ownership and title issues; track and monitor royalty payments and lease bonuses; oversee property tax payments and provide annual reports; evaluate drilling prospects and participation to maximize asset value; assist in the sale of assets from fiduciary accounts; act as manager, officer, or director of entities when approved; resolve audit and regulatory issues.
Seniority
Senior, hands-on IC with strategic direction