Senior Investment Analyst

2 days ago

Holland, United States Liv Communities LLC Full time

Brooks Capital Management (BCM) is a single-family office that supports the Brooks family and its operating businesses. BCM delivers financial and support services including managing the family’s investment portfolio, property management, tax and accounting, estate planning, IT services, strategy development and planning, and capital markets support.

This position reports to the BCM CFO, is an integral part of the family office team, and provides counsel to the Investment Committee. The investment committee is primarily focused on ensuring the family and operating companies have adequate liquidity to execute near-term goals while maintaining a portfolio with a longer-range investment horizon positioned for growth. The Senior Investment Analyst will be responsible for sourcing, evaluating, developing, analyzing, and executing new investment opportunities. This individual will also be responsible for managing the existing portfolio (capital calls, distributions, cash flow forecasting, performance reporting, maintaining relationships with current Investment Fund Managers) and facilitating Investment Committee meetings. The individual in this role must be highly organized, self-motivated, and represent BCM well in the marketplace. The ideal candidate will have a blend of accounting and investment experience totaling eight (8) years. The ideal candidate will demonstrate an ability to work independently and continuously learn and grow as an investment professional.

Duties & Responsibilities

  • Lead the management of the current investment portfolio, including tracking and executing capital calls, verifying receipt of distributions, and cash flow forecasting by investing entity. The portfolio consists of many investment manager relationships, as well as accounts held at Fidelity with publicly traded securities.
  • Participate in fund/investment quarterly updates, annual meetings, relevant industry conferences, and investment presentations for fund performance and new investment opportunities.
  • On-going investment performance reporting and analytics on the investment portfolio on a monthly and ad hoc basis. Enhance the investment team’s tools, processes, and analysis around due diligence, benchmarking, fund performance, market research, and underlying portfolio company metrics.
  • Participate in the development of the overall strategy of the investment portfolio, ensuring adequate liquidity by investing entity, appropriate asset allocation, ensuring tax and estate planning implications are considered with each investment choice, and long-term growth is maintained as the North Star.
    • Provide input and risk assessment around portfolio construction including the sizing and pacing of fund commitments, allocation, and sectors.
    • Facilitate the Investment Committee meetings including reporting, analysis, and recommendations.
Education & Experience
  • Bachelor’s degree
  • Eight (8) years of accounting and investment experience
Required Skills & Credentials
  • Act at all times in a manner that is consistent with the family’s commitment to the highest standards of ethics and best practices of the finest public or private companies.
  • Advanced written and oral communication skills.
  • Strong interpersonal skills to engage with colleagues, third parties and external investment professionals.
  • Adaptable and analytical thinker.
  • Work both independently and as part of a team with professionals at all levels.
  • Intellectual curiosity, initiative, personal organization, motivation, and ownership of one’s work.
  • Absolute confidentiality regarding corporate and family finances and activities (avoid actions that put family security or reputations at risk).
  • Socially interact in the community with poise and friendliness.


This position is full-time with the primary location of the BCM office in Downtown Holland. The role may require some (up to 20%) domestic travel.

  • Senior Investment Analyst

    2 weeks ago

    Holland, Michigan, United States LIV COMMUNITIES LLC Full time

    Job OverviewAs a Senior Investment Analyst at Brooks Capital Management (BCM), you will play a crucial role in supporting the BCM CFO and the family office team. The ideal candidate will have a blend of accounting and investment experience totaling eight (8) years, with a strong ability to work independently and continuously learn and grow as an investment...

  • Investment Analyst

    2 days ago

    Holland, United States Liv Communities LLC Full time

    Brooks Capital Management (BCM) is a single-family office that supports the Brooks family and its operating businesses. BCM delivers financial and support services including managing the family’s investment portfolio, property management, tax and accounting, estate planning, IT services, strategy development and planning, and capital markets support. This...

  • Investment Portfolio Manager

    3 weeks ago

    Holland, Michigan, United States LIV COMMUNITIES LLC Full time

    Investment Team RoleWe are seeking a highly skilled Senior Investment Analyst to join our investment team at Brooks Capital Management (BCM). As a key member of the team, you will be responsible for managing the existing portfolio, sourcing, evaluating, developing, analyzing, and executing new investment opportunities. The ideal candidate will have a strong...

  • Investment Portfolio Specialist

    3 weeks ago

    Holland, Michigan, United States LIV COMMUNITIES LLC Full time

    Job OverviewLIV COMMUNITIES LLC seeks a highly skilled Investment Analyst to join its family office team. This position is responsible for managing the company's investment portfolio, providing counsel to the Investment Committee, and sourcing new investment opportunities.The ideal candidate will have a blend of accounting and investment experience totaling...

  • Senior Accounting Analyst MI

    1 month ago

    holland, United States Creative Financial Staffing Full time

    CFS has partnered with a growing manufacturing company in Holland that's looking to hire a Senior Accounting Analyst. The Senior Accounting Analyst is responsible for providing general accounting support, including but not limited to the preparing and posting journal entries, reconciling accounts, month-end closing activities, and performing variance...

  • Senior Treasury Analyst MI

    1 month ago

    holland, United States Creative Financial Staffing Full time

    CFS has partnered with a growing manufacturing company in Holland that's looking to hire a Senior Treasury Analyst. The Corporate Senior Treasury Analyst is responsible for managing the company's key Treasury activities including global cash management and ensuring optimal liquidity to support operations. This role requires effective communication at all...

  • Senior Accounting Analyst

    2 days ago

    Holland, United States Motus Full time

    The Senior Accounting Analyst is responsible for providing general accounting support, including but not limited to the preparation and posting journal entries, reconciling accounts, month-end closing activities, and performing variance analysis. The Senior Accounting Analyst is also responsible for the creation of the financial statements for the annual...

  • Creative Financial Staffing | Senior Accounting Analyst MI | holland, mi

    1 month ago

    holland, United States Creative Financial Staffing Full time

    CFS has partnered with a growing manufacturing company in Holland that's looking to hire a Senior Accounting Analyst. The Senior Accounting Analyst is responsible for providing general accounting support, including but not limited to the preparing and posting journal entries, reconciling accounts, month-end closing activities, and performing variance...

  • Creative Financial Staffing | Senior Treasury Analyst MI | holland, mi

    1 month ago

    holland, United States Creative Financial Staffing Full time

    CFS has partnered with a growing manufacturing company in Holland that's looking to hire a Senior Treasury Analyst. The Corporate Senior Treasury Analyst is responsible for managing the company's key Treasury activities including global cash management and ensuring optimal liquidity to support operations. This role requires effective communication at all...

  • Creative Financial Staffing | Senior Treasury Analyst MI | holland, mi

    1 month ago

    Holland, United States Creative Financial Staffing Full time

    CFS has partnered with a growing manufacturing company in Holland that's looking to hire a Senior Treasury Analyst. The Corporate Senior Treasury Analyst is responsible for managing the company's key Treasury activities including global cash management and ensuring optimal liquidity to support operations. This role requires effective communication at all...

  • Financial Analyst

    4 days ago

    Holland, United States Request Foods Full time

    Role Description:The role is an on-site position located at our headquarters in Holland, MI.Request Foods is hiring an FP&A Analyst. In this position your areas of responsibility will include tracking financial performance against a plan, analyzing business performance and market conditions to forecast, and providing decision support to senior management via...

  • Financial Analyst

    4 days ago

    Holland, United States Request Foods Full time

    Role Description:The role is an on-site position located at our headquarters in Holland, MI.Request Foods is hiring an FP&A Analyst. In this position your areas of responsibility will include tracking financial performance against a plan, analyzing business performance and market conditions to forecast, and providing decision support to senior management via...

  • Financial Planning Specialist

    3 weeks ago

    Holland, Michigan, United States LIV COMMUNITIES LLC Full time

    Role SummaryThe Senior Investment Analyst at Brooks Capital Management (BCM) will be responsible for managing the existing portfolio, sourcing new investment opportunities, and providing counsel to the Investment Committee. This is a unique opportunity to work with a single-family office that supports the Brooks family and its operating businesses. The ideal...

  • Financial Analyst

    2 days ago

    Holland, United States Request Foods Full time

    About Request Foods, Inc. Founded in 1989, Request Foods is a privately held, family-owned and operated frozen food manufacturer located in Holland, MI. We produce, package, and ship an assortment of frozen food entrees for Private Labels and National Brands for both the retail and food service markets. We are investing in the Company's future - over the...

  • Charge Nurse

    2 months ago

    Holland, United States LCS Senior Living Full time

    House Supervisor / Charge Nurse: 3rd shift, Part-time Freedom Village is a community with a consistent 5-star CMS rating. We have great staff to resident ratios and low staff turnover. You'll join a team with a strong work ethic, with management and co-workers who want to make a positive impact in our residents' lives. $4000 - $5000 Full-time Sign-on...

  • Senior Financial Analyst

    2 weeks ago

    Holland, Michigan, United States Creative Financial Staffing Full time

    About the RoleCreative Financial Staffing is looking for a talented Senior Financial Accountant to support our accounting and finance operations. This role involves managing financial reporting and analysis, as well as inventory management, to ensure accurate financial data and insights that align with our company's goals.Main Duties:Financial Statement...

  • Senior Treasury Analyst

    2 days ago

    Holland, United States Motus Full time

    RESPONSIBILITIES Perform the full range of global cash movement transactions and support the complete range of Treasury activities (intercompany transactions, cash funding, etc.) Monitor cash flow and ensure optimal liquidity to meet financial obligations and support operations Develop and maintain relationships with key stakeholders, including senior...

  • Lead Financial Analyst

    2 weeks ago

    Holland, Michigan, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a leading manufacturing company in Holland to hire a highly skilled Senior Accounting Analyst. This dynamic role is responsible for providing comprehensive accounting support, including journal entries, account reconciliations, month-end closing activities, and variance analysis.Job ResponsibilitiesMonthly Close...

  • ERP Analyst

    3 days ago

    New Holland, United States Country Lane Gazebos Full time

    ERP Analyst & AdministratorNew Holland, PAJoin a faith-based, family-owned business with a nationwide reach that offers quality outdoor living products and innovative solutions.Collaborate with IT, Finance, Sales, Logistics, and Manufacturing teams to identify and document ERP needs.Enjoy a flexible schedule (40–45 hours/week) that supports work-life...

  • Sustainability Analyst Internship

    1 week ago

    Holland, Michigan, United States LG Energy Solution Michigan, Inc. Full time

    LG Energy Solution Michigan, Inc. is a leading manufacturer of lithium-ion batteries for the automotive industry. We are seeking an Environmental & Sustainability Intern to join our team in Holland, MI.Job Summary: The successful candidate will assist the EH&S team with environmental analysis and waste management tasks.Responsibilities:Prepare detailed...