PFM is a national leader in providing independent financial advice, investment advisory services, and management and consulting services to local, state, and regional governments, non-profit, and other institutional clients. We are proud to help our clients meet their financial challenges with a broad array of products backed by unquestioned professionalism and outstanding service. For more than 40 years, PFM has believed that the client’s interests always come first. Service is our top priority in everything we do, and it is delivered in every relationship following our core principles of Independence, Initiative, and Integrity.
PFM’s Harrisburg office is seeking a Marketing Review Analyst for our Compliance group. This role offers an excellent opportunity to learn the investment management industry to apply your financial services compliance knowledge alongside experienced and tenured colleagues, and can provide a challenging and fulfilling long-term career development path for the successful candidate.
The Compliance Marketing Review Analyst is an integral team member who takes ownership of assigned tasks, possesses strong prioritization and deadline management skills, and is able to manage multiple, time-sensitive tasks from various team members.
Primarily responsible for assisting senior personnel of the Compliance Department with the review of collateral used to market products and services of PFM’s investment and municipal advisory business to ensure adherence with applicable corporate/regulatory rules and industry standards.
Total rewards include a competitive compensation package and a comprehensive benefits package. PFM also offers participation in profit-sharing and 401K programs.
PFM is an equal opportunity employer (EOE) and maintains a drug-free work environment.