ABOUT THE FIRM
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.
The Investment Accountant is an integral team member who will be responsible for all daily accounting functions of institutional portfolios, coordinating with trading operations, client service team, custodian banks and auditors.
Job responsibilities include but are not limited to:
This position is a non-exempt position eligible for overtime pay. PFM’s total rewards package includes competitive pay and a comprehensive benefits package. PFM also offers participation in a profit sharing and 401K program.
PFM is an equal opportunity employer (EOE) and maintains a drug-free work environment.