PFM is a recognized national leader in providing financial, investment, and consulting advice to public sector, non-profit and other institutional entities. For more than forty years, PFM has advised many of the country’s largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds. The firm has more than 600 employees located in every region of the country.
PFM OFFERS NUMEROUS CORE BUSINESS SERVICES INCLUDING:
Investment Management and Consulting: PFM Asset Management LLC provides investment advice and portfolio management for working capital and bond proceeds and assists clients in structuring reliable and fundamentally sound asset management and pension plan strategies. (Career begins in Harrisburg, PA)
Financial Advisor Services: PFM Financial Advisors LLC plays an integral role in the capital formation process for municipal and not-for-profit bond issuers. PFM’s financial advisors contribute across all phases of the debt financing process, providing independent and expert advice to best position our clients to meet their short- and long-term goals and objectives. (Career begins in Philadelphia, PA, Charlotte, NC, Minneapolis, MN, or Los Angeles, CA)
PFM is proud to help our clients make well-informed and prudent decisions regarding the capital markets, investments, and municipal management. The functions that they serve and decisions that they make contribute directly to the communities in which we all live, work and utilize on a daily basis. PFM’s role with our clients allows us to have a tangible impact on these communities and their citizenry.
PFM’S FOUNDATION FOR SUCCESS
PFM’s Analysts are a critical part of the project teams that serve our broad base of clients. Each role provides a solid foundation for a meaningful and growth-oriented career within the firm, and many of our project managers and Managing Directors started their careers with PFM.
Analyst Pool Program: Analysts will begin their career in one of our five centralized locations to provide analytic resources and solutions that support key client engagements and transactions for their region. After approximately one to two years of centralized training, Analysts have the opportunity to relocate to another regional office, per business needs and the Analyst’s ongoing career interests.
Your career with PFM can grow based on your unique strengths, interests, and the firm’s ongoing needs. No matter the path you choose, you’ll receive an exceptional foundation of training, a collaborative and challenging work culture, and meaningful work that generates tangible benefits to the communities that PFM serves.
Potential Locations following the Analyst Pool Program include:
Ann Arbor, MI
Arlington, VA (DC-area)
Des Moines, IA
Los Angeles, CA
New York, NY
San Francisco, CA
St. Louis, MO
Your day to day challenges include:
Quantitative Analysis and Financial Modeling: Working with senior team members to create qualitative and quantitative analyses that support various projects and transactions, many of which involve the creation and use of customized financial models and spreadsheets.
Presentations and Reporting: Preparing and delivering presentations, reports and summaries that outline financial scenarios and recommendations to clients.
Marketing and Business Development Support: Contributing to and reviewing financial, legal, and marketing/proposal documents for all transactions and projects to which you are assigned.
Client Service Exposure: Gaining direct and meaningful exposure to a broad variety of clients and transactions across all entities PFM serves.
WHAT IT TAKES TO SUCCEED AT PFM
We are seeking Analysts to start with PFM in either Winter/Summer 2019, prior to the onset of one of PFM’s bi-annual Analyst training programs in February or July. Recent graduates, upcoming graduates, and qualified candidates with related post-graduate experience are all encouraged to apply.
Successful candidates come from a wide variety of academic disciplines and backgrounds and have an inherent passion for public service. AmeriCorps, Peace Corps, and other national service alumni are encouraged to apply for employment with PFM.
Key attributes PFM seeks include:
Bachelor's degree (minimum GPA of 3.25 / 4.0 encouraged)
Strong interest in finance, consulting and/or investment management
Analytical and financial modeling experience - advanced Excel skills and VBA or programming exposure are a plus
Exceptional communication and presentation skills
Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed
Developed problem solving skills and a solutions-focused approach to addressing challenges
Ability to dig into the details but also see the greater context behind your work
Outstanding teamwork and project execution skills with multitasking capability
Unwavering integrity and ethics
PFM’S INVESTMENT IN YOU
As you transition to Analyst, PFM offers one of the most comprehensive training programs in the financial industry. In 8-10 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, flexible paid time off, a formal mentorship program, volunteer opportunities, and much more
If you’re ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified friend.
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.