Senior Investment Analyst

2 weeks ago


Holland, Michigan, United States LIV COMMUNITIES LLC Full time
Job Overview
As 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 professional.

**Key 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.
  • 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.


**Benefits:**
  • 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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