Analyst- Municipal Finance at PFM

Arlington, Virginia, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

NoVisa

Municipal Finance, Public SectorIndustries

Requirements

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

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

Skills

Excel

DBC Finance

Municipal Bonds

Debt Portfolio Management

Cash Flow Analysis

Refinancing

Rating Agency Scorecards

PFM

Financial services for asset management and advisory

About PFM

PFM offers financial services including asset management, financial advisory, and consulting, primarily for public sector clients like governments and educational institutions. Their services help clients with investment advice, financial planning, and retirement planning, tailored to meet specific needs. PFM stands out from competitors with its deep expertise in public finance and a client-focused approach, providing specialized teams for areas like transportation finance and economic consulting. The company's goal is to be a trusted partner in the public finance sector, assisting clients in navigating complex financial landscapes.

Philadelphia, PennsylvaniaHeadquarters

1975Year Founded

ACQUISITIONCompany Stage

Consulting, Financial ServicesIndustries

501-1,000Employees

Benefits

Health Insurance

Life Insurance

Disability Insurance

Parental Leave

Paid Vacation

Paid Sick Leave

Performance Bonus

Risks

AI-driven advisory services threaten PFM's traditional business model.

U.S. Bancorp's acquisition may affect PFM's operational independence and client trust.

Failure to meet ESG standards could harm PFM's reputation in sustainable investing.

Differentiation

PFM specializes in public finance, serving diverse clients like governments and nonprofits.

PFM offers tailored financial solutions, including ESG and transportation finance expertise.

PFM's client-focused approach ensures customized financial strategies for unique client needs.

Upsides

Growing demand for ESG solutions boosts PFM's sustainable investment offerings.

Public-private partnerships create new opportunities for PFM's transportation finance team.

Digital advisory platforms expand PFM's reach and complement traditional services.

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