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.

Responsibilities

• Learn about the municipal finance industry and the Higher Education industry
• Strong executive presence and credibility when engaging with senior leaders
• Works independently with sound judgment and minimal oversight
• 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

• 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

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
• Formal mentorship program
• Volunteer opportunities

Company Overview