Public Finance / Asset Management Analyst Opportunities

US-PA-Philadelphia | US-MI-ANN ARBOR | US-VA-ARLINGTON | US-NC-CHARLOTTE | US-IL-CHICAGO | US-PA-HARRISBURG | US-MN-MINNEAPOLIS | US-MO-St Louis
Job ID
2017-1283
# of Openings
10
Category
Accounting/Finance

Overview

POTENTIAL WORK LOCATIONS INCLUDE:

  • Ann Arbor, MI
  • Arlington, VA (DC-area)
  • Austin, TX
  • Boston, MA
  • Chandler, AZ
  • Charlotte, NC
  • Chicago, IL
  • Cleveland, OH
  • Denver, CO
  • Des Moines, IA
  • Harrisburg, PA
  • Huntsville, AL
  • Los Angeles, CA
  • Memphis, TN
  • Minneapolis, MN
  • New York, NY
  • Orlando, FL
  • Philadelphia, PA
  • Princeton, NJ
  • San Francisco, CA
  • Seattle, WA
  • St. Louis, MO

ABOUT PFM

The PFM Group of companies (PFM) are recognized national leaders in providing financial, investment, 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 550 employees located in every region of the country.

 

PFM offers numerous core business services including:

  • Investment Management and Consulting: PFM Asset Management LLC provides investment advice and portfolio management for working capital and bond proceeds and assists clients in structuring reliable and fundamentally sound asset management and pension plan strategies. (most available roles are based out of Philadelphia or Harrisburg, PA for an initial period of time)
  • Financial Advisor Services: PFM Financial Advisors LLC 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. (most available roles are based out of Philadelphia, PA, Minneapolis, MN, or Los Angeles, CA for an initial period of time)
  • Management and Budget Consulting: PFM Group Consulting LLC offers capital and operating budget advice and workforce consulting solutions to distressed governments and non-profit entities. (available roles are based out of Philadelphia, PA)
  • Strategic Planning: PFM Solutions LLC provides a software-based product offering comprising comprehensive strategic planning activities that are united into a single institutional point of view, analyzing the strategic ramifications of clients’ operational and capital initiatives. (available roles are based out of Philadelphia, PA)

 

PFM is proud to help our clients make well-informed and prudent decisions regarding the capital markets, investments, and municipal management. The functions that they serve and decisions that they make contribute directly to the communities in which we all live, work and utilize on a daily basis. PFM’s role with our clients allows us to have a tangible impact on these communities and their citizenry.

 

PFM’s Foundation for Success  

PFM’s 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.

 

Your core objective is to enhance PFM’s service to our clients by providing analytic resources and solutions that support key client engagements and transactions. 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, inclusive and challenging work culture, and meaningful work that generates tangible benefits to the communities that PFM serves.

Responsibilities

Your day to day challenges include:

 

  • Quantitative Analysis and Financial Modeling: Working with senior team members to create qualitative and quantitative analyses that support various projects and transactions, many of which involve the creation and use of customized financial models and spreadsheets.
  • Presentations and Reporting: Preparing and delivering presentations, reports and summaries that outline financial scenarios and recommendations to clients.
  • Marketing and Business Development Support: Contributing to and reviewing financial, legal, and marketing/proposal documents for all transactions and projects to which you are assigned.
  • Client Service Exposure: Gaining direct and meaningful exposure to a broad variety of clients and transactions across all entities PFM serves.

Qualifications

WHAT IT TAKES TO SUCCEED AT PFM

We are seeking Analysts to start with PFM in either Winter/Summer 2018, prior to the onset of one of PFM’s bi-annual Analyst training programs in February or July. Recent graduates, upcoming graduates, and qualified candidates with related post-graduate experience are all encouraged to apply.

 

Successful candidates come from a wide variety of academic disciplines and backgrounds and have an inherent passion for public service.  AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply for employment with PFM.

Key attributes PFM seeks include:

  • Bachelor's degree (minimum GPA of 3.25 / 4.0 encouraged)
  • Strong interest in finance, consulting and/or investment management
  • Analytical and financial modeling experience - advanced Excel skills and VBA or programming exposure are a plus
  • Exceptional communication and presentation skills
  • Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed
  • Developed problem solving skills and a solutions-focused approach to addressing challenges
  • Ability to dig into the details but also see the greater context behind your work
  • Outstanding teamwork and project execution skills with multitasking capability
  • Unwavering integrity and ethics

PFM’S INVESTMENT IN YOU

As you transition to Analyst, PFM offers one of the most comprehensive training programs in the financial industry. In 8-10 weeks of intense training, Analysts learn the financial, analytical, and modeling skills needed to thrive in their roles.

 

In addition to training, PFM Analysts are eligible to receive a robust total rewards package including:

 

  • Compensation - base salary, sign-on bonus opportunity, annual opportunities for performance-based increases
  • Health and wellness benefits, disability and life insurance
  • Retirement benefits - 401k with employer match, annual profit-sharing opportunity
  • Ongoing learning and developmental opportunities, including professional development assistance and tuition reimbursement
  • Work/life benefits – a challenging, diverse, and collaborative work environment, a formal mentorship program, volunteer opportunities, and much more

TO APPLY

If you’re ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified friend. 

 

PFM is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free workplace.

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