Asset Management Analyst

US-PA-HARRISBURG
Job ID
2017-1311
# of Openings
1
Category
Analyst

Overview

At PFM, we believe that, in a changing world, doing meaningful work is more important than ever. We are avid problem-solvers, using our collective expertise to deliver the best solutions. We are committed to understanding our clients’ needs and believe it takes both diversity of thought and background to understand and achieve our clients’ goals. Partnering with our clients in powerful ways, we bring a wealth of perspectives to generate better ideas and better advice.

 

We are a leading provider of independent financial and investment advisory services to state and local governments. PFM’s asset management business is a nationally recognized, SEC-registered independent investment advisor providing expert investment advice and portfolio management services. We have over $119 billion of client assets under advisement, including $77 billion of discretionary assets under management (as of June 30, 2017). These funds include operating monies, capital reserves, municipal bond proceeds, pension and other post-employment benefit (OPEB) funds, and local government investment pools.  Additionally, we provide investment consulting, specialized investment structuring, and tax compliance services to our clients. Our professionals work with state and local government officials, investment bankers, attorneys, and other finance professionals to develop and implement investment strategies on behalf of our public and nonprofit sector clients.

 

At PFM, asset managers, financial advisors, and consultants partner with clients to transform their world. We combine superior financial advice, disciplined management, and ingenuity to build, power, move, and educate.

Responsibilities

Analysts at PFM are a critical part of the project teams that serve our broad base of clients while having a wide range of responsibilities. Analysts provide 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.

Our asset management practice is currently seeking an entry-level professional for an Analyst position in the Structured Products Group, based in our Harrisburg office. Our group focuses on investment analytics, optimizing and procuring fixed-income portfolios, management of bond proceeds, and investment agreement advisory services. As a member of our team, you will be exposed to a fast-paced, goal-driven, and demanding professional environment. You will work with senior managers to build and maintain complex financial models and assist with business development. Responsibilities typically include:

  • Performing security- and portfolio-level analytics;
  • Structuring and optimizing portfolios;
  • Preparing and organizing transaction-based documents;
  • Modeling complex yield and cash flow schedules; and
  • Creating marketing presentations and providing support of business development efforts.

 

You will also support and interact with our portfolio management professionals while executing fixed-income transactions under dynamic, market-driven conditions. Opportunity for contact with colleagues and clients is a key element of the Analyst experience. You will gain a broad exposure to the public finance market and a wide range of investment and asset/liability management products.

 

Over time, PFM Analysts may assume greater responsibility within a business group, or they may transfer to a regional client service/marketing office. Today, professionals who began as Analysts at PFM are Managing Directors, Senior Marketing Representatives, Client Service Managers, Traders and Portfolio Managers - evidence that strong performers have the opportunity to pursue a variety of career paths at PFM.

Qualifications

  • A 4-year college degree with a strong academic background (minimum GPA 3.50/4.00 preferred)
  • 1-3 years of relevant post-graduate experience in investment management, banking, or a highly related field is desired, but not required (entry-level candidates with relevant internships will be considered)
  • Demonstrated interest in the capital markets, investment management, macroeconomics, public finance, government, mathematics, and/or financial modeling
  • Strong quantitative and analytical skills, including demonstrated proficiency with Microsoft Office
  • Excellent writing, communication, and interpersonal skills
  • Creativity and initiative
  • Ability to handle multiple tasks simultaneously and work under pressure
  • Eagerness to learn
  • Strong sense of personal responsibility
  • Commitment to ethical conduct and serving client needs ahead of your own
  • Ability to be productive independently or in a team environment
  • AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply for employment with PFM.

PFM offers one of the most comprehensive training programs in the industry. We take a building block approach, starting with the broadest of financial concepts and progressing to in-depth study of the capital markets and public finance. Throughout the 8-10 week intensive training program, Analysts are introduced to different experts within PFM’s business lines. Not only will you gain exposure to project managers around the organization, you will gain a comprehensive perspective on the services PFM offers to its clients. PFM has many Managing Directors – including our current CEO – who started their careers in PFM’s Analyst training program.

 

PFM values honesty, knowledge, commitment, and hard work, and we show it by providing a variety of on-the-job, real-world learning opportunities. In addition, we are proud to offer reimbursement for graduate school and advanced financial certifications such as the Chartered Financial Analyst (CFA) designation.

 

We offer our professional employees a competitive total rewards package including salary, incentive bonus potential, a comprehensive benefits package, flexible paid time off, and ongoing training and development opportunities.

 

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

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