PFM · 1 month ago
Analyst- Municipal Finance
PFM Financial Advisors LLC is a company that provides independent financial advice to governments and public agencies. They are hiring an Analyst who will support project teams by analyzing financial information, managing debt portfolios, and preparing presentations for clients.
Asset ManagementFinancial Services
Responsibilities
Learn about the municipal finance industry and understand how macroeconomic events impact bond pricing
Learn to use Excel and DBC Finance® software at a high level to analyze financial information and produce financing options for a broad range of municipal bond structures
Manage debt portfolios and identify refinancing opportunities for existing financial advisory clients and key prospects, including primarily local governments, state governments and public agencies
Analyze and produce detailed cash flows for client plans of finance and borrowing programs using sophisticated debt structuring alternatives & financing techniques
Assist with creating rating agency scorecards for various industry sectors based on rating methodologies from the major credit rating agencies
Prepare presentations for use in rating agency communication, client communication and marketing with a focus on quantitative elements supporting such work products
Create and deliver presentations, reports and summaries that outline financial scenarios and recommendations to clients
Contribute to the review of financial and legal documents for all transactions and projects to which you are assigned
Assist project managers with assembling responses to Request for Proposals/Qualifications (RFPs/RFQs) for current and potential new clients
Complete assignments in a timely manner and communicate assignment progress with internal staff on a regular basis
Gain direct and meaningful exposure to a broad variety of clients and transactions across all the entities that PFM serves
Qualification
Required
Authorization to work in the U.S. for any employer without sponsorship, now or in the future
Bachelor's degree from an accredited college or university
Compelling interest in building a career in public finance (ideally evidenced by related coursework, internships, or other transferable experience)
Willingness to submit to a quantitative aptitude assessment and background check
Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inception
Benefits
Generous flexible paid time off
Tuition reimbursement
Student loan repayment
Performance-based bonuses
401k retirement plan with employer match
Annual profit-sharing opportunity
Medical/dental/vision insurance
Health and wellness benefits
Disability and life insurance
Formal mentorship program
Volunteer opportunities
Company
PFM
At PFM, we believe that, in a changing world, doing meaningful work is more important than ever.
Funding
Current Stage
Growth StageTotal Funding
unknown2015-03-01Acquired
Recent News
2025-10-02
2025-01-07
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