ABOUT THE FIRM
PFM is a national leader in providing independent financial advice, investment advisory services, and management and consulting services to local, state, and regional governments, non-profit, and other institutional clients. We are proud to help our clients meet their financial challenges with a broad array of products, backed by unquestioned professionalism and outstanding service. We are proud to help clients meet their financial challenges with a broad array of services, backed by unquestioned professionalism. For more than 40 years, PFM has believed that the client’s interests always come first. Service is our top priority in everything we do, and it is delivered in every relationship following our core principles of Independence, Initiative, and Integrity.
PFM Asset Management LLC (“PFMAM”), an affiliate of The PFM Group, is currently seeking an experienced financial professional to work with our growing team. This hands-on position reports to the Senior Analyst of Investment Services and will take an integral role in helping to manage new client on-boarding and implement compliance policies for the Company’s clients.
The Policy / Compliance Analyst is responsible for a broad range of compliance activities for both new and pre-existing clients and will work closely with the portfolio management and compliance teams. Also, will assist in Bloomberg AIM related maintenance, enhancements or projects. This position will be based out of our Harrisburg, PA office, with minimal travel expected.
Specific ongoing responsibilities for this position include, but are not limited to:
PFM is proud to offer our employees competitive pay, comprehensive benefits, a business casual and collegial work environment, and ongoing training and development opportunities.
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.