Public Finance Analyst

US-MN-MINNEAPOLIS | US-WA-Seattle | US-CA-LOS ANGELES
Job ID
2017-1316
# of Openings
4
Category
Analyst

Overview

Established in 1975 out of Philadelphia, Pennsylvania, Public Financial Management, Inc. is a registered financial advisor that provides bond pricing, debt management, and financial consulting services to state and local governments and non-profits across the United States. For more than forty years, PFM has advised many of the country’s largest municipal and institutional financing programs totaling in excess of five-hundred billion dollars. Many of these transactions involve developing financial and capital plans, debt structuring, complex tax analysis, resource allocation, and capital markets advice. Currently the firm has over 600 employees serving a broad base of public and not-for-profit clients from offices located in every region of the country.

 

PFM combines national experience with specialized functional expertise, regional knowledge, and local perspective through the development of individual practices dedicated to serving every client type; including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profits organizations and pension funds. As the financial advisory leader to the municipal marketplace, PFM has built a world class reputation for providing clients with independent advisory services, and is consistently among the top rated independent financial advisory firms in the country in almost every major category.          

 

About the Analyst Role

PFM is currently seeking Public Finance Analysts to join PFM’s Midwest or West region. These roles represent an exciting opportunity to contribute to both existing and new business, providing substantial opportunities for career growth, innovation and meaningful participation within a growing team.

 

The Analysts will initially be based from PFM’s Minneapolis, MN or Los Angeles, CA financial advisory practices.  The Minneapolis-based role will provide analytic resources and solutions that support key client engagements and transactions throughout PFM’s Midwest region.

 

After training in the Philadelphia office, this Analyst will work in Minneapolis or Los Angeles for 18-24 months before having the opportunity to relocate another office within the Midwest region (Chicago, Ann Arbour, Des Moines, St. Louis, Fargo, Cleveland, Milwauke) or West Region (Seattle, WA, San Francisco, CA, Chandler, AZ, Denver, CO), per business needs and the Analyst's ongoing career interests.  

 

We are looking for Analysts to start with the firm prior to the onset of our February 2018 training program.  As such, recent graduates, upcoming graduates, and qualified candidates who have 1-3 years of related experience are encouraged to apply.

Responsibilities

  • Learn and develop proficiency with debt structuring concepts and use of DBC
  • Create database/debt overview relating to outstanding debt for existing and prospective clients
  • Create and manage spreadsheets for analyzing financial information, and developing and presenting financing scenarios for clients
  • Contribute to input and review of disclosure documents (official statements) and transaction legal documents for all transactions to which you are assigned
  • Provide information of financial/technical portions, such as calculation of overlapping debt, debt service schedules, refunding plans, etc.
  • Primary responsibility for careful review of all dates, numbers and data
  • Assist with review and presentation of general and economic data, as needed
  • Prepare Power Point presentations for use in rating agency communication, client communication, or marketing purposes
  • Communicate internally relative to ongoing projects, status, training and needs, including initiation of periodic coordination and reprioritization
  • Assist in support and execution of financing transactions
  • Organize, prioritize and schedule your work for each client project and/or financing transaction
  • Organize, track and maintain analyses, reports, and correspondence relating to advise provided to clients and others relating to client projects, in support of project manager
  • Prepare and propose materials, reports and summaries for delivery to clients

Qualifications

  • Bachelor's degree with a demonstrated track record of academic success (minimum GPA of 3.25 / 4.0 is strongly preferred). AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply for employment with PFM.

  • Demonstrated interest and expertise in public sector / municipal finance desired, as evidenced by 1-3 years of demonstrated post-graduation work experience, preferably in related field (public finance, consulting, engineering) or project management. Entry-level candidates with strong public finance interest will be considered. 

  • Developed problem solving skills and proactive approach to identifying and addressing challenges

  • Demonstrated analytical and financial modeling experience and background preferred. 

  • Excellent communication skills are a must. Actively listens to others and conveys information, both written and verbal, clearly and concisely. Can make effective presentations and routine communications to smaller audiences.
  • Ability to articulate basis for interest in public sector/municipal finance. Related coursework and/or professional experience (including internships) related to public finance desired.
  • Ability to think and act strategically and independently. Looks at issues affecting the team from a larger, longer-term perspective rather than just day-to-day task-execution. Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to accomplish goals. Willing to take initiative to pursue own ideas and goals.
  • Insists on accountability of self and others. Understands the relationship between individual and team objectives and the broader company goals, taking ownership where needed. Resolves problems proactively.
  • Willingness to learn and develop with career-long potential in the specialized financial field of public finance, and continually increase knowledge and responsibilities. Having a particular interest in serving our communities and the public sector is a characteristic that is common to our most successful hires.
  • Demonstrates unwavering integrity and instills confidence in others.
  • Strong working knowledge of MS Office, including Word, Excel (at an advanced level), and PowerPoint.
  • Ability and desire to take on additional responsibilities within the team as needed and/or able.

Compensation

Compensation includes salary, sign-on bonus opportunity, and comprehensive benefits package.  PFM’s benefit package includes profit sharing and 401K.

 

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

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