Analyst, Higher Education

PFM Financial Advisors LLC is seeking an Analyst to join their team in Boston. The role involves learning about municipal finance and the Higher Education industry, analyzing financial information, managing debt portfolios, and preparing presentations for clients and rating agencies.ResponsibilitiesLearn about the municipal finance industry and the Higher Education industryStrong executive presence and credibility when engaging with senior leadersWorks independently with sound judgment and minimal oversightLearn 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 structuresManage debt portfolios and identify refinancing opportunities for existing financial advisory clients and key prospects, including primarily local governments, state governments and public agenciesAnalyze and produce detailed cash flows for client plans of finance and borrowing programs using sophisticated debt structuring alternatives & financing techniquesAssist with creating rating agency scorecards for various industry sectors based on rating methodologies from the major credit rating agenciesPrepare presentations for use in rating agency communication, client communication and marketing with a focus on quantitative elements supporting such work productsCreate and deliver presentations, reports and summaries that outline financial scenarios and recommendations to clientsContribute to the review of financial and legal documents for all transactions and projects to which you are assignedAssist project managers with assembling responses to Request for Proposals/Qualifications (RFPs/RFQs) for current and potential new clientsComplete assignments in a timely manner and communicate assignment progress with internal staff on a regular basisGain direct and meaningful exposure to a broad variety of clients and transactions across all the entities that PFM servesSkillsAuthorization to work in the U.S. for any employer without sponsorship, now or in the futureBachelor's degree from an accredited college or universityCompelling 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 checkPassage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inceptionBenefitsGenerous flexible paid time offTuition reimbursementStudent loan repaymentPerformance-based bonuses401k retirement plan with employer matchAnnual profit-sharing opportunityMedical/dental/vision insuranceHealth and wellness benefitsDisability and life insuranceFormal mentorship programVolunteer opportunitiesCompany OverviewAt PFM, we believe that, in a changing world, doing meaningful work is more important than ever. It was founded in 1975, and is headquartered in Philadelphia, Pennsylvania, USA, with a workforce of 201-500 employees. Its website is https://www.pfm.com/.



Apply To This Job