Financial Planning Specialist

5 days ago


Holland, Michigan, United States LIV COMMUNITIES LLC Full time
Role Summary
The 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 candidate will have a strong understanding of accounting and investment principles, with excellent analytical and communication skills.

**Key Responsibilities:**
  • Manage the current investment portfolio, including capital calls, distributions, cash flow forecasting, and performance reporting.
  • Sourcing, evaluating, developing, analyzing, and executing new investment opportunities.
  • Providing counsel to the Investment Committee on portfolio strategy and risk management.


**Salary Range:** Estimated salary: $120,000 - $180,000 per annum, depending on experience. This is a full-time position with the primary location of the BCM office in Downtown Holland. The role may require some (up to 20%) domestic travel.

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