PFM Asset Management LLC (“PFM”) is currently seeking a Relationship Manager to assist with new business development and client management for its investment advisory practice in Arizona. The role will work from our Chandler 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 interpersonal skills, be self-motivated, highly organized and have demonstrated success working in a dynamic and fast-paced environment.
PFM is a privately held registered investment advisor headquartered in Harrisburg, Pennsylvania, with offices around the country and is among the leading investment managers in the United States. PFM provides cash management, investment management and consulting services to local governments and other tax-exempt institutions.
For the period ending June 30, 2017, PFM Asset Management LLC had $119.6 billion in total assets, including $77.5 billion in discretionary assets under management and $42.1 billion in non-discretionary assets under advisement, consisting of short-term fixed income assets for operating funds and bond proceeds and longer-term multi-asset class portfolios. For long-term assets, PFMAM manages multi-asset class portfolios primarily for pension funds, OPEB trusts and endowments/foundations. Our longer-term multi-asset class business is referred to as “Multi-Asset Class Management” or “MACM”. PFM’s MACM business started in 2006 and now has more than $9 billion in institutional assets. In this capacity, we serve as a discretionary manager-of-managers for various types of plan sponsors countrywide.
Qualified applicants should have extensive client-facing work experience, knowledge of the institutional fixed income investment market, and experience working in or with public sector and other institutional investors.
Additional skill and experience requirements 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.
The Relationship Manger will receive training in our Harrisburg, PA office and support team members in Arizona and New Mexico. Relationship management opportunities will evolve to require extensive travel within the state of Arizona and periodically into New Mexico. Ultimately, the Relationship Manager will be based from our Arizona office.
PFM is an Equal Opportunity Employer (M/F/D/V) and maintains a drug-free workplace.