• Research Supervisor

    Job Locations US-PA-HARRISBURG
    Job ID
    2018-1344
    # of Openings
    1
    Category
    Analyst
  • Overview

    Firm 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 $122.8 billion of client assets under advisement, including $80.6 billion of discretionary assets under management (as of December 31, 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.

    Role Overview

    PFM’s Harrisburg office is seeking a Research Supervisor, which is an integral role within our Client Services Group (“CSG”).   This role will be responsible for interacting with management, CSG team members, banking institutions, and the different marketing groups throughout PFMAM.  The Research Supervisor will oversee the work of a team of individuals that work on the day-to-day operations of the PFM’s pool, CD, and TERM programs and manage projects.  The Research Supervisor and their team work extensively and collaboratively with other employees in the organization to provide superior client service.

    Responsibilities

    Job Responsibilities

    • Maintain and update operational procedures on administered programs and services
    • Work with CSG management and teammates to identify inefficiencies in processes and participate in creating solutions
    • Participant in monthly activities, including the statement production process
    • At least twice a year coordinate and manage the entire month-end process, one of which should be a quarter end.
    • Gain an in-depth knowledge of PFM’s internal systems and the interdependencies between the systems
    • Manage Research Analyst Team, advise on day-to-day activities, ensure appropriate staff are available each work day
    • Participate in personnel reviews of Research staff
    • Organize workflow and ensure employees understand their duties or delegated tasks
    • Monitor employee productivity and provide constructive feedback and coaching
    • Problem resolution regarding operational tasks, forms, etc.
    • Investigate and resolve reconciling items in banking accounts or shareholder accounts
    • Investigate and resolute client issues/concerns
    • Work with the accounting group to resolve identified cash and share reconciliation differences
    • Work with banking institutions to resolve discrepancies between PFM’s records

    Qualifications

    Required Skills

    • Bachelor’s degree in finance, economics, accounting, or a related field preferred
    • 5+ years of prior financial services industry experience preferred
    • Obtain licensing for the FINRA Series 6 and 63
    • Proficient computer and technical skills:
    • Microsoft Outlook, Excel, and Access
    • Proven experience as supervisor or relevant role
    • Excellent communication and interpersonal skills
    • Outstanding organizational and leadership skills
    • Ability to manage multiple tasks and adapt to a changing, fast-paced environment
    • Desire to improve processes, take initiative, and solve problems
    • Attention to detail and accuracy in a dynamic and fast-paced work environment
    • Able to quickly learn complex concepts and seamlessly manage multiple priorities

     

    Compensation

    Compensation includes a competitive base salary, bonus eligibility, and comprehensive benefits package.  PFM also offers the option for participation in profit sharing and 401K plans.

    PFM is an Equal Opportunity Employer (M/F/D/V) and maintains a drug-free workplace.

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