• Asset Management Analyst - Arbitrage Rebate

    Job Locations US-PA-HARRISBURG
    Job ID
    2018-1361
    # of Openings
    2
    Category
    Analyst
  • Overview

    ABOUT PFM 

    PFM is a privately held registered investment advisor headquartered in Harrisburg, Pennsylvania, with offices around the country and is among the leading investment managers in the United States. PFM provides cash management, investment management and consulting services to local governments and other tax-exempt institutions. PFM’s consulting services include providing federal tax compliance services to our clients with tax-exempt and tax-advantaged debt obligations that are subject to the arbitrage rebate regulations. We also provide post-issuance compliance consulting and verification agent services to clients and serve as an internal advisor to our investment advisory and financial advisory colleagues. Compliance services include arbitrage rebate and yield restriction calculations, investment cash flow and expenditure allocation analysis, investment valuations, liability forecasting and related consulting services.

     

    JOB DESCRIPTION

    PFM Asset Management is currently seeking a qualified professional to join our Arbitrage Rebate Group.  This position is located in PFM’s Harrisburg, Pennsylvania office.

     

    The individual selected for this position will have an opportunity to utilize their problem-solving skills, quantitative skills, financial modeling skills, and interpretive abilities to provide innovative solutions to tax-exempt entities.

    Responsibilities

    Job responsibilities include the following:

    • Prepare tax compliance calculations and reports for PFMAM clients that have invested bond proceeds in PFMAM managed investment programs;
    • Create cash flow analyses, expenditure allocation analyses, and related analyses in Microsoft Excel;
    • Review bond documents;
    • Manage the information flow between PFM clients, client counsel, and administrative support staff;
    • Communicate with clients on related matters;
    • Serve as a resource to the investment management marketing staff;
    • Coordinate tax compliance calculations with third-party consultants;
    • Work on additional tax compliance or investment management projects.

    Qualifications

    Education, Skills, and Experience: 

    • Undergraduate degree in accounting, mathematics, actuarial sciences, computer science, finance, economics, or a related field
    • Strong academic background (minimum GPA 3.4/4.00 preferred) 
    • 1-3 years of relevant financial, investment, trading or accounting experience desired.  Prior asset management accounting, tax accounting, governmental accounting, or arbitrage rebate experience is a plus.
    • Strong quantitative, analytical and problem solving skills.
    • Working knowledge Microsoft Office products.

    Personal Qualities:

    • Strong oral and written communication skills 
    • Meticulous, organized, and creative 
    • Ability to prioritize and manage multiple assignments
    • Ability to work independently and collaboratively
    • Industriousness, creativity, and a commitment to excellence 
    • Strong sense of personal responsibility 
    • Team player

    COMPENSATION

    PFM is proud to offer our professional employees a competitive entry-level starting salary, a comprehensive benefits package, a business casual and collegial work environment, and ongoing training and development opportunities.

     

    Additional Information: PFM is not offering visa sponsorship for this position.

     

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

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