Analyst, Municipal Finance

PFM is a financial services firm that provides independent advice to governments and public agencies. The Analyst, Municipal Finance role is a critical part of the project teams that serve clients. The role provides a solid foundation for a meaningful and growth-oriented career within the firm.

Requirements

• 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.
• 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.

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