This position is based in our Philadelphia, PA office and mayworka hybrid work arrangement; travel to client sites may be required on occasion.

TheAnalyst orSenior Analystwill support our Structured Products Group,assistingwithresearch, analysis, and execution of investment strategies for municipal bond proceedsand marketing / RFP support.Successful candidates will be expected to be nimble in a fast-paced environment in which they are given significant responsibility working across a wide range of clients andprojects.

RESPONSIBILITIES

• Review bond documents forpermittedinvestments, valuation methodologies, flows of funds, and other factors that drive investment analysis and recommendations.
• Build the documentation necessary for complexfinancialtransactions including bidding specifications and/or term sheets, bidding agent certificates, pricing analysis reports, and other work products required by our clients and their bond/tax counsel.
• Assistwith the development of contracts, invoices, and business analytics.
• Proficiently use DBCPortOptsoftware for a broad range of municipal bond structures and bond proceeds investment strategies.
• Create and manage Excel spreadsheets and models for analyzinginvestment alternativesand presentingvariousscenarios.
• Use Excel, visualbasic& macrostooptimizemodeling and quantitative analysis in an efficient manner.
• Support client marketing and proposal efforts through the development ofanalysis and corresponding presentation materials.
• Organize, prioritize, and schedule work for each client project and/or financing transaction.
• Work seamlessly withteam memberswho travelfrequently, have varying levels of in-office presence,and may be based indifferent offices.
• Coordinate information flow between staff, clients, and PFM project managersthroughout the country.
• Complete assignmentsin a timely mannerand communicate assignment progress with internal staff on a regular basis.

MINIMUM QUALIFICATIONS

• Bachelor's degree from an accredited college/university(minimumGPA of 3.5 preferred).
• Commitment to ethical conduct and servingclientneeds ahead of your own.
• Ability to be productive both independently and in a team environment.
• Intellectual curiosity and a flexible schedule to accommodate a demanding work environment.
• Demonstrated interest in the capital markets with strong quantitative and analytical skills.
• MSRB Series 50 certification or ability to obtain certification withinapproximately four monthsof hire withassistancefrom PFM.
• Authorization to work in the U.S. for any employer without visa sponsorship now or in the future.
• Expertisewith MS Office applications including Outlook, Word, Excel, and PowerPoint.

Other Qualifications

• Outstanding teamwork and project execution skills withabilityto manage multiple tasks and adapt to a changing, fast-paced environment.
• Detail oriented with strongworkethicandorganizationskills.
• Excellent verbal and written communication skills for interaction with clients, prospects, external partners, managers, and colleagues.
• Prior experience writing and developing macros in Excel to automate modelspreferred, butnotrequired.
• Ability to take ownership of assigned tasks, following up as necessary, andmanaging upasappropriate toensure completion.
• Willingness to learn a specialized financial field and continually increase knowledge and responsibilities.

COMPENSATION TheAnalyst orSenior Analystis eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, relocation assistance, 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.

Theanticipatedbase salary forthe Analystrole is$72,000. For applicants with relevant experience, theanticipatedbase salary for the Senior Analyst role isbetween $80,000 - $90,000; thisposition is eligible for annual performance-based bonuses.Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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

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.