Northern Trust

2 weeks ago

Sr. Advisor, Special Assets - Energy & Minerals Management Group

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Manage special assets held in trusts, estates, and agency accounts for complex energy and minerals portfolios. Lead Annual Investment Reviews and valuations, evaluate investment potential, and make recommendations on asset suitability, retention, and sales when needed. Oversee lease and contract compliance, title and legal research, revenue and payment processing, and coordinate execution of closing documentation. Provide deep fiduciary judgment, technical expertise, and strong client support while assisting with specialty asset advisory and business development.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Manage special assets for trusts, estates, and agency accounts, including taking possession, coordinating management, evaluating investment potential, and recommending investment policies.
•Coordinate and complete Annual Investment Reviews and valuations, including developing investment recommendations and determining asset marketability.
•Manage a portfolio of complex oil, gas, and mineral assets by reviewing critical documents and financial data to ensure performance aligns with client goals.
•Oversee lease and contract management, including negotiating mineral leases, pooling agreements, term assignments, ensuring compliance, and coordinating trust attorney review of closing documents.
•Ensure revenue and payment processing accuracy (royalties, shut-ins, delay rentals, bonuses, AFEs/JIBs as applicable), address auditing/regulatory issues, and assist with asset sales when appropriate.

Key Requirements

•7-10 years of related professional experience in the oil and gas industry or asset management, with a strong understanding of oil and gas law, mineral rights, and title matters.
•Ability to perform accounting and financial analysis of leases, budgets, financing, investment structures, returns, and related financial statements.
•Experience managing complex specialty assets across acquisitions and sales and handling fiduciary issues, including sensitive account situations.
•Proficiency with Enverus Drillinginfo and other standard industry software.
•College or university degree; preferred Petroleum Land/Energy Management background, with professional certifications (RPL/CPL/JD or similar) preferred but not required.

Experience:7-10 yearsOil and gas

Education:Bachelor's in Petroleum Land/Energy Management

Skills:Fiduciary judgmentLeadershipCommunicationOrganizational skillsClient engagement

Certifications:RPLCPLJD

Tech Stack:Enverus Drillinginfo

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

2 weeks ago

Sr. Advisor, Special Assets - Energy & Minerals Management Group

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Manage special assets for trusts, estates, and agency accounts, including taking possession, coordinating management, evaluating investment potential, and recommending investment policies.
•Coordinate and complete Annual Investment Reviews and valuations, including developing investment recommendations and determining asset marketability.
•Manage a portfolio of complex oil, gas, and mineral assets by reviewing critical documents and financial data to ensure performance aligns with client goals.
•Oversee lease and contract management, including negotiating mineral leases, pooling agreements, term assignments, ensuring compliance, and coordinating trust attorney review of closing documents.
•Ensure revenue and payment processing accuracy (royalties, shut-ins, delay rentals, bonuses, AFEs/JIBs as applicable), address auditing/regulatory issues, and assist with asset sales when appropriate.

Key Requirements

•7-10 years of related professional experience in the oil and gas industry or asset management, with a strong understanding of oil and gas law, mineral rights, and title matters.
•Ability to perform accounting and financial analysis of leases, budgets, financing, investment structures, returns, and related financial statements.
•Experience managing complex specialty assets across acquisitions and sales and handling fiduciary issues, including sensitive account situations.
•Proficiency with Enverus Drillinginfo and other standard industry software.
•College or university degree; preferred Petroleum Land/Energy Management background, with professional certifications (RPL/CPL/JD or similar) preferred but not required.

Experience:7-10 yearsOil and gas

Education:Bachelor's in Petroleum Land/Energy Management

Skills:Fiduciary judgmentLeadershipCommunicationOrganizational skillsClient engagement

Certifications:RPLCPLJD

Tech Stack:Enverus Drillinginfo

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn