COMPANY DESCRIPTION: PFM Asset Management LLC (“PFMAM”) is nationally recognized as a leading public sector investment advisory firm. We provide cash management, investment management, specialized investment structuring, and consulting services to state and local governments, higher education and health care institutions, public pension plans, foundations and endowments, and Taft-Hartley funds. PFMAM manages approximately $60 billion in discretionary assets, consisting of short-term fixed income assets for operating funds and bond proceeds and longer-term multi-asset class portfolios. PFMAM professionals work with government officials, investment bankers, attorneys, and other finance professionals to develop and implement investment strategies on behalf of our public and non-profit sector clients. We are a firm of more than 600 professionals located in 39 locations across the country.
POSITION OBJECTIVES: The Investment Data Management and Reporitng Analyst will work within the centralized Client Service Group (“CSG”) and be responsible for interacting with Management , CSG team members, and the different marketing groups throughout PFMAM. The Investment Data Management & Reporting Analyst must be knowledgeable of all PFMAM products and services. They are also responsible for understanding the history of our department and the products and pools we manage. The Investment Data Management & Reporting Analyst works extensively and collaboratively with other members of the Client Service Group and the Relationship Management Team with the goal of supplying reporting and data helping provide superior client service that will grow assets in our programs and products. This position is not client facing. The specific responsibilities for this role are outlined below.
PRIMARY RESPONSIBILITIES INCLUDE:
COMPENSATION: Commensurate with experience - includes competitive compensation, a comprehensive benefits package, profit sharing and 401K plan eligibility.
PFM is not offering visa sponsorship for this position.
PFM is an Equal Opportunity Employer (M/F/D/V) and maintains a drug-free work environment.