Analyst- Municipal Finance

PFM

• $82K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Authorization to work in the U.S. without employer sponsorship
  • Bachelor's degree from an accredited institution
  • Strong interest in public finance supported by coursework or internships
  • Willingness to take a quantitative aptitude assessment
  • Ability to pass MSRB Series 50 exam within six months of training.

Responsibilities

  • Learn the municipal finance industry and macroeconomic effects on bond pricing.
  • Utilize Excel and DBC Finance® to analyze financial data and create financing options.
  • Manage and identify refinancing for debt portfolios of clients such as local and state governments.
  • Analyze cash flows for finance plans using advanced debt structuring techniques.
  • Assist in preparing rating agency scorecards for various sectors.
  • Create presentations focused on quantitative data for client and agency communications.
  • Review financial and legal documents for assigned transactions.
  • Aid project managers in drafting responses for RFPs/RFQs.

Benefits

  • Comprehensive 10-12 week training program
  • Flexible paid time off
  • Tuition reimbursement and student loan repayment
  • 401k retirement plan with employer match
  • Medical, dental, and vision insurance
  • Health and wellness programs
  • Disability and life insurance
  • Formal mentorship and volunteer opportunities
Full Job Description
PFM is hiring an Analyst, who will be based in PFM's Seattle, Washington office. This position will require working in the Seattle office 3-4 days per week.

Authorization to work in the U.S. for any employer without sponsorship, now or in the future, is a minimum qualification for this role.

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.


MINIMUM QUALIFICATIONS
  • 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

CERTIFICATION
  • Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inception.


PROFESSIONAL DEVELOPMENT | PFM offers one of the most comprehensive training programs in the financial industry. In 10-12 weeks of intense training, Analysts learn the financial, analytical, and modeling skills needed to thrive in their roles. 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.

COMPENSATION | The anticipated base pay for this role is $82,000 annually.

In addition to paid training, Analysts are eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, performance-based bonuses, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, health and wellness benefits, and disability and life insurance.

PFM not only supports work/life balance but also a challenging, diverse, and collaborative workplace, a formal mentorship program, volunteer opportunities, and much more.

If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.

PFM is not offering visa sponsorship for this position.

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