PFM is currently seeking a Business Developer / Relationship Manager to assist with new business development and client management for its investment advisory practice in Michigan. The role will work from our Ann Arbor, MI office, and affords the successful candidate an opportunity to work closely with the region's Managing Director and other seasoned professionals.
Individuals interested in this role should possess strong client relationship management skills in the investment management industry (or a related industry), be self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.
PFM’s investment management practice, PFM Asset Management LLC (PFMAM), is a privately-held, registered investment advisor headquartered in Harrisburg, PA. PFMAM is among the largest investment-grade fixed-income managers in the United States and provides cash management, investment management and consulting services to local governments and other tax-exempt institutions. As of March 31, 2017, PFM's assets under management have grown to $118.7 billion in total assets, including $77.3 billion in discretionary assets under management and $41.4 billion in non-discretionary assets under advisement. PFM’s Michigan asset management practice, established in 1987, has nearly $3.5B in assets under management and approximately 400 clients.
PFMAM specializes in managing investments for clients in the government, insurance, healthcare, higher education and other institutional sectors. The firm manages short-term fixed income assets for operating funds and bond proceeds, as well as longer-term multi-asset class portfolios for pension funds, OPEB trusts and endowments/foundations. PFM also serves as investment advisor and marketing agent for The Michigan Statewide Investment Program, a share class of PFM Funds Prime Series, an SEC registered money market fund.
In this role, you will:
Qualified applicants should have client-facing work experience, knowledge and/or interest in the institutional fixed income investment market, and experience working in or with public sector and other institutional investors.
Required / desired skills and experience include:
Compensation includes a competitive base salary, bonus eligibility, and comprehensive benefits package. PFM also offers the option for participation in profit sharing and 401K plans.
Additional Information: PFM is not offering visa sponsorship for this position.
PFM is an Equal Opportunity Employer (M/F/D/V) and maintains a drug-free workplace.