Job Description
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
Education & Experience
Required Skills & Credentials
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.
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