• Public Finance Analyst - Quantitative Strategies Group

    Job Locations US-PA-Philadelphia
    Job ID
    2018-1397
    # of Openings
    1
    Category
    Analyst
  • Overview

    PFM is currently seeking an entry-level professional to serve as a Public Finance Analyst beginning in January 2019 with our  winter training program. As such, recent graduates, upcoming graduates, and qualified candidates who have 1 -3 years of related experience are encouraged to apply. The Analyst will work with PFM’s Quantitative Strategies Group to assist with developing and providing analytic resources and solutions for the firm as well as supporting key client engagements and transactions in our Philadelphia, PA office.

     

    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. The firm has more than 600 employees located in every region of the country.

    Responsibilities

    • Serve as part of an expert financial modeling team, maintaining an existing suite of Excel-based toolbox models for the firm’s financial advisory practice, and building custom tools to accomplish various business needs and financial analyses for clients, both internal and external across all of PFM’s business lines.
    • Learn and develop proficiency with debt structuring concepts and use of DBC municipal bond sizing software.
      • Learn to develop reasonable assumptions, cost estimates, etc. for use in debt structuring.
      • Monitor clients’ debt portfolio and analyze outstanding debt issues for refinancing and other opportunities.
    • Create database/debt overviews 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.
    • Prepare Power Point presentations for use in rating agency communication, client communication, or marketing purposes.
    • Assist in support and execution of financing transactions.
    • Organize, track and maintain analyses, reports, and correspondence relating to advice provided to clients and others relating to client projects, in support of a project manager.
    • Prepare and propose materials, reports and summaries for delivery to clients and interact directly with the client.

    Qualifications

    AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply for employment with PFM.  Other qualifications we seek include:

     

    • Bachelor's degree with a demonstrated track record of academic success (minimum GPA of 3.25 / 4.0 is strongly preferred).
    • Demonstrated analytical and quantitative modeling experience and background preferred. Candidate should be familiar with financial transactions including complex financial modeling and analysis. Advanced Excel skills (including VBA) or programming experience are highly desirable.
    • Excellent communication skills are a must. Actively listens to others and conveys information, both written and verbal, clearly and concisely. Can make effective presentations and routine communications to smaller audiences.
    • Ability to articulate basis for interest in public sector/municipal finance. Related coursework and/or professional experience (including internships) related to public finance desired.
    • Ability to think and act strategically and independently. Looks at issues affecting the team from a larger, longer-term perspective rather than just day-to-day task-execution. Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to accomplish goals. Willing to take initiative to pursue own ideas and goals.
    • Insists on accountability of self and others. Understands the relationship between individual and team objectives and the broader company goals, taking ownership where needed. 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 and develop with career-long potential in the specialized financial field of public finance, and continually increase knowledge and responsibilities. Having a particular interest in serving our communities and the public sector is a characteristic that is common to our most successful hires.
    • Demonstrates unwavering integrity and instills confidence in others.
    • Strong working knowledge of MS Office, including Word, Excel, and PowerPoint.

     

    PFM’s Investment in You

    PFM offers one of the most comprehensive training programs in the financial industry. In 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, flexible paid time-off, and much more

     

    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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