• Public Finance Analyst - Pricing Group

    Job Locations US-NC-CHARLOTTE
    Job ID
    # of Openings
  • Overview

    PFM is currently seeking an entry-level professional to serve as a Public Finance Analyst. The Analyst will work with PFM’s Bond Pricing group to assist with primary market issuance and price negotiations in our Charlotte, NC office.


    About PFM

    The PFM Group of companies (PFM) are recognized national leaders in providing financial, investment, and consulting advice to public sector, non-profit and other institutional entities. For more than forty years, PFM has advised many of the country’s largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds. The firm has more than 600 employees located in every region of the country.


    PFM’s Foundation for Success  


    PFM’s Analysts are a critical part of the project teams that serve our broad base of clients. Each role provides a solid foundation for a meaningful and growth-oriented career within the firm, and many of our project managers and Managing Directors started their careers with PFM.


    Your core objective is to enhance PFM’s service to our clients by providing analytic resources and solutions that support key client engagements and transactions. Your career with PFM can grow based on your unique strengths, interests, and the firm’s ongoing needs.


    No matter the path you choose, you’ll receive an exceptional foundation of training, a collaborative, inclusive and challenging work culture, and meaningful work that generates tangible benefits to the communities that PFM serves.


    Major Responsibilities

    • Learn and develop proficiency with debt structuring concepts and use of both DBC and Munex software
      • Learn to develop reasonable assumptions, cost estimates, etc. for use in debt structuring
      • Create debt service structures, incorporating outstanding debt when necessary
      • Monitor databases and analyze outstanding debt issues for possible refunding
    • Create database/debt overview relating to outstanding debt for each client
    • 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



    Your day to day challenges include:


    • Quantitative Analysis and Financial Modeling: Working with senior team members to create qualitative and quantitative analyses that support various projects and transactions, many of which involve the creation and use of customized financial models and spreadsheets.
    • Presentations and Reporting: Preparing and delivering presentations, reports and summaries that outline financial scenarios and recommendations to clients.
    • Marketing and Business Development Support: Contributing to and reviewing financial, legal, and marketing/proposal documents for all transactions and projects to which you are assigned.
    • Client Service Exposure: Gaining direct and meaningful exposure to a broad variety of clients and transactions across all entities PFM serves.


    What it takes to succeed at PFM

    We are seeking Analysts to start with PFM in Summer 2018, prior to the onset of one of PFM’s bi-annual Analyst training programs in July. Recent graduates, upcoming graduates, and qualified candidates with related post-graduate experience are all encouraged to apply.


    Successful candidates come from a wide variety of academic disciplines and backgrounds and have an inherent passion for public service.  AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply for employment with PFM.

    Key attributes PFM seeks include:

    • Bachelor's degree (minimum GPA of 3.25 / 4.0 encouraged)
    • Strong interest in finance, consulting and/or investment management
    • Analytical and financial modeling experience - advanced Excel skills and VBA or programming exposure are a plus
    • Exceptional communication and presentation skills
    • Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed
    • Developed problem solving skills and a solutions-focused approach to addressing challenges
    • Ability to dig into the details but also see the greater context behind your work
    • Outstanding teamwork and project execution skills with multitasking capability
    • Unwavering integrity and ethics

    PFM’S investment in you

    As you transition to Analyst, PFM offers one of the most comprehensive training programs in the financial industry. In 8-10 weeks of intense training, Analysts learn the financial, analytical, and modeling skills needed to thrive in their roles.


    In addition to training, PFM Analysts are eligible to receive a robust total rewards package including:


    • Compensation - base salary, sign-on bonus opportunity, annual opportunities for performance-based increases
    • Health and wellness benefits, disability and life insurance
    • Retirement benefits - 401k with employer match, annual profit-sharing opportunity
    • Ongoing learning and developmental opportunities, including professional development assistance and tuition reimbursement
    • Work/life benefits – a challenging, diverse, and collaborative work environment, a formal mentorship program, volunteer opportunities, and much more

    To apply

    If you’re ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified friend. 


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


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