• Senior Public Finance Analyst - Transportation Finance

    Job Locations US-TX-AUSTIN | US-IL-CHICAGO
    Job ID
    2018-1388
    # of Openings
    2
    Category
    Analyst
  • Overview

    PFM’s nationwide transportation finance practice is currently seeking a professional interested in furthering his/her career in the field of public finance. We have 2 openings in our Chicago, IL and/or Austin, TX offices for the successful candidates to assist with municipal bond transactions, client project management, and marketing / RFP support. 

     

    Successful candidates will be expected to be nimble in a successful, fast paced environment in which they are given significant responsibility.  One must have the ability to work with multiple managers, manage multiple and differing priorities and deadlines, and have excellent communication skills for interacting with diverse audiences.

     

    Firm Overview

    PFM is a national leader in providing independent financial advice as well as investment advisory, management and consulting services to local, state, and regional government and non-profit clients.  Our financial advisory firm provides bond pricing, debt management, and financial consulting services to state and local governments. For more than four decades, PFM has built a solid presence in the municipal marketplace.

    Responsibilities

    •  Utilize sophisticated debt structuring concepts and proficiently use both Excel and DBC software
    • Create financial and credit profiles for current and prospective clients. Master and model rating agency criteria for each transportation sector. 
    • Create and manage spreadsheets for analyzing financial information, and developing and presenting financing scenarios; analyze various options to come up with optimal solutions for our clients
    • Prepare presentations for use in rating agency communication, client communication or marketing. Support client marketing and proposal efforts.  Develop proposal schedule; draft documents; coordinate input, internal review and production.
    • Organize, prioritize and schedule work for each client project and/or financing transaction
    • Build complex quantitative models Process capital markets transactions: develop transaction schedules; review legal documents;
    • Prepare presentation materials, proposals, and other marketing materials for PFM and/or to be used for existing / prospective clients
    • Work seamlessly with team members who travel frequently, and may be based in offices around the country.
    • Maintain existing relationships with financial advisory clients (primarily public agencies) and develop new relationships to support growing business
    • Coordinate information flow between staff, clients, and PFM project managers
    • Communicate with all internal staff on a regular basis
    • Present reports and other materials to clients at meetings, including financial analysis

     

    Qualifications

    • Bachelor's degree and demonstrated interest and expertise in public sector / municipal finance, as evidenced by 2-4 years of demonstrated work experience, preferably in a related field (public finance, consulting, engineering) or project management.
    • Excellent verbal and written communication skills for interaction with clients, prospects, external partners, superiors, and colleagues.
    • Experience performing financial transactions including complex financial modeling and analysis.
    • Ability to think and act strategically. Looks at issues affecting the team from a larger, longer-term perspective than just day-to-day task-execution. Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to avoid conflicts and/or negative outcomes.
    • Insists on accountability of self and others. Understands the relationship between individual and team objectives and the broader company goals. Resolves problems proactively.
    • Outstanding teamwork and project execution skills with ability to manage multiple tasks and adapt to a changing, fast-paced environment.
    • Willingness to learn specialized financial field, and continually increase knowledge and responsibilities.
    • Demonstrates unwavering integrity and instills confidence in others.
    • Desire to improve processes, take initiative and solve problems.
    • Strong quantitative, problem solving and analytical skills.
    • Detail oriented with strong organization skills.
    • Strong working knowledge of MS Office applications. DBC and Munex exposure desired.
    • Passage of MSRB Series 50 within one year of hire.

     

    Career Potential

    The Senior Analyst track at PFM is one which has the potential to lead to a long-term career with the firm. PFM has a number of partners who entered the firm as an intern or analyst and have progressed to become owners and leaders of the firm. We make a substantial investment in the training and development of our professionals, and we hope they will have a long and profitable career with us.

     

    Compensation

    Compensation includes a competitive base salary, incentive bonus potential, and a comprehensive benefits package.  PFM also offers participation in a profit sharing and 401K program. 

     

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

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