Job Description

SENIOR INVESTMENT ANALYST

POSITION SUMMARY:

American Trading and Production Corporation (“Atapco”) is a multi-generational single family investment company owned by descendants of the founders of the American Oil Company (“Amoco”). This is a generalist role with an emphasis on private equity. A separate subsidiary (Atapco Properties) invests in real estate, which is outside the scope of this position.

The Senior Investment Analyst is a member of the Investment Team working in a small and cohesive team environment. Reporting to the Chief Investment Officer, the Senior Investment Analyst will support the senior investment staff on all aspects of portfolio management, including:

• sourcing, selecting, and monitoring investment managers,
• conducting portfolio and performance analysis,
• preparing investment reporting,
• performing investment research, and
• supporting the administration and execution of investments.

DUTIES AND RESPONSIBILITIES:

• Assist with the management of the private equity pipeline, including contributing to the identification of private equity funds and conducting initial screens of prospective funds.
• Contribute to the due diligence of prospective investment managers and preparation of recommendation memos to the Board of Directors.
• Take an active role in investment team discussions and decision-making processes.
• Assist with monitoring the portfolio, including reviewing quarterly manager reporting for material events and updates and maintaining the private equity holdings spreadsheet.
• Prepare investment reports for the Investment Committee and the Board of Directors, including the semi-annual private equity performance report.
• Prepare co-investment valuation updates and other private equity-related reporting and information in support of year-end audit process.
• Complete ad-hoc analysis of the portfolio and performance.
• Support legal review, subscription process, and onboarding of new managers.
• Serve as backup to Senior Investment Operations Specialist for processing fund cash flows and tracking investments in Private i.
• Other duties as assigned.

QUALIFICATIONS:

• Bachelor’s degree required, including courses in finance, economics, and statistics.
• MBA and/or demonstrable progress toward attaining CFA or CAIA preferred.
• A minimum of 3 years of relevant work experience is required, with a preference for prior experience at a family office, endowment, foundation, pension fund, or OCIO.
• Strong knowledge of finance and investment concepts.
• Exceptional analytical and investigative skills, with a keen, skeptical eye.
• Strong orientation to detail and accuracy.
• Intellectual curiosity and ability to think critically.
• Strong communication skills, both written and oral.
• Demonstrated ability to be a self-starter, multi-task, and work well both independently and as a member of a team.
• Hard-working with high quality standards and excellent organizational skills.
• The highest standards of professional ethics and integrity.
• Alignment with Atapco Core Values (
• Strong working knowledge of Excel. Proficiency with Word, PowerPoint, and Outlook.
• Experience with investment performance analysis and benchmarking preferred.

WORKING CONDITIONS/PHYSICAL DEMANDS:

• Office Environment – includes sitting, standing, and using PC.
• Hybrid work policy, with core in-office hours in Baltimore, Maryland, Tuesdays through Thursdays 10am-3pm.
• Overnight travel (up to 20%).

COMPANY OVERVIEW:

Louis Blaustein and his 18-year-old son, Jacob, founded the American Oil Company (Amoco) in 1910, and it later grew into one of America’s largest and most innovative oil companies. American Oil merged with Standard Oil of Indiana in 1954, and the company later changed its name in 1985 to Amoco Corporation. Jacob Blaustein also made a name for himself as a passionate human rights and civic service advocate.

Atapco was formed in 1931 to consolidate, expand, and diversify the Blaustein family's business activities, later to include manufacturing and distribution, marine transportation, oil & gas, and real estate. Regarding real estate, the family built the Blaustein Building in downtown Baltimore in 1961, which served as the Atapco headquarters until 2001, and was one of the key developments that sparked the renaissance of Baltimore in the early 1960s.

At the end of 1998, the company completed a tax-free reorganization, splitting into three separate and unrelated companies. Atapco today represents the interests of the Hirschhorn and Roswell branches of the descendants of Louis Blaustein. (The other entities created were Lord Baltimore Capital Corporation and Rosemore, Inc., representing other branches of the family). Today, Atapco’s operating business interest is the acquisition, development, and operation of high-quality commercial real estate properties. Atapco also has a diverse and sophisticated investment portfolio, as well as a family office (Atapco Financial Services) that oversees foundation, trust, and individual family member portfolios. The firm is built on a foundation of commitment to quality, integrity, excellence, and dedication to community—attributes important to Louis and Jacob Blaustein and carried on by the firm today.

The Atapco Investment Portfolio is governed by the Board of Directors. The primary objective is to preserve and grow the significant capital base at acceptable levels of risk, while mitigating risk through portfolio construction and rigorous due diligence. Atapco invests across a globally diversified pool of asset classes and employs many of the world’s most successful investment managers for security selection of public and private equities and absolute return strategies. 

Atapco prioritizes investing with managers who integrate Environmental, Social and Governance factors into their investment processes and are committed to diverse, equitable and inclusive work environments in both their own firms and in their portfolio companies.

TO APPLY

Please send your resume and cover letter to Chanice West at cwest@atapco.com.

American Trading and Production Corporation is an Equal Opportunity Employer

Job Tags

Similar Jobs