PFM Asset Management LLC is seeking a Treasury Management Relationship Officer to be based in our Harrisburg, PA office.
ABOUT THE FIRM
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.
PFM’s Harrisburg office is seeking a Treasury Management Relationship Officer, which is an integral role within our Investment Services Group in our Harrisburg, PA office. This role will be responsible for managing banking relationships across the firm’s local government investment pools and registered money market funds. This role will oversee the work of a team of individuals and work closely with many contacts inside PFM, including the Client Services Group.
Job responsibilities include but are not limited to:
The ideal candidate would possess experience supporting multiple projects and working under various deadlines. We are seeking individuals with the following skills and qualities:
Compensation includes a competitive base salary, incentive / bonus potential, and a comprehensive benefits package. PFM also offers participation in a profit sharing and 401K program.
PFM is an Equal Opportunity Employer (M/F/D/V) and maintains a drug-free workplace.