The start date will be early July in San Francisco, CA.
ANALYSTS: PFM’S FOUNDATION FOR SUCCESS
Our Analysts are a critical part of the project teams that serve our broad base of clients. Each role provides a solid foundation for a meaningful and growth-oriented career within the firm, and many of our project managers and Managing Directors started their careers with PFM.
RESPONSIBILITIES
- Learn to use Excel and DBC Finance® software at a high level to analyze financial information and produce financing options for a broad range of municipal bond structures.
- Manage debt portfolios and identify refinancing opportunities for existing financial advisory clients and key prospects, including primarily local governments, state governments and public agencies.
- Analyze and produce detailed cash flows for client plans of finance and borrowing programs using sophisticated debt structuring alternatives & financing techniques.
- Learn about the municipal finance industry and understand how macroeconomic events impact bond pricing.
- Assist with creating rating agency scorecards for various industry sectors based on rating methodologies from the major credit rating agencies.
- Prepare presentations for use in rating agency communication, client communication and marketing with a focus on quantitative elements supporting such work products.
- Create and deliver presentations, reports and summaries that outline financial scenarios and recommendations to clients.
- Contribute to the review of financial and legal documents for all transactions and projects to which you are assigned.
- Assist project managers with assembling responses to Request for Proposals/Qualifications for current and potential new clients.
- Complete assignments in a timely manner and communicate assignment progress with internal staff on a regular basis.
- Gain direct and meaningful exposure to a broad variety of clients and transactions across all the entities that PFM serves.
MINIMUM QUALIFICATIONS
- Bachelor’s degree from an accredited college or university
- Quantitative aptitude as measured by timed, online numerical reasoning assessment
CERTIFICATION
- Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within four (4) months of Analyst Training Program completion
PROFESSIONAL DEVELOPMENT | PFM offers one of the most comprehensive training programs in the financial industry. In 10-12 weeks of intense training, Analysts learn the financial, analytical, and modeling skills needed to thrive in their roles.
Your career with PFM can grow based on your unique strengths, interests, and the firm’s ongoing needs. No matter the path you choose, you’ll receive an exceptional foundation of training, a collaborative and challenging work culture, and meaningful work that generates tangible benefits to the communities that PFM serves.
COMPENSATION | In addition to paid training, Analysts are eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, relocation assistance, performance-based bonuses, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, health and wellness benefits, and disability and life insurance. PFM not only supports work/life balance but also a challenging, diverse, and collaborative workplace, a formal mentorship program, volunteer opportunities, and much more.
The anticipated base pay for this role is between $69,500 and $84,900 per year. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
PFM is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities. For more than forty years, PFM has advised many of the country’s largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds. The firm has more than 350 employees located in every region of the country.
PFM Financial Advisors LLC (FA) plays an integral role in the capital formation process for municipal and not-for-profit bond issuers. PFM’s financial advisors contribute across all phases of the debt financing process, providing independent and expert advice to best position our clients to meet their short- and long-term goals and objectives.
If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.
PFM is not offering visa sponsorship for this position.
PFM is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free workplace.
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What We Do
The PFM Group of companies provide industry-leading financial and budget services to a diverse base of clients from locations in every region of the country. Our consultants and municipal advisors work across a broad range of local, state, and regional governments, as well as non-profit and other institutional clients, to provide advice that will help our clients transform their world.
