PFM

Analyst; Structured Products Group

Philadelphia, PA

Work authorization required$80k-$90kDetected 32 days ago

ExcelValuationProcurementResearchCommunicationMentoringPublic SpeakingMicrosoft Office

About the role

PFM is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities.
For more than fifty years, PFM has advised many of the country's largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds.
The firm has more than 350 employees located in every region of the country.

Review bond documents for permitted investments, valuation methodologies, flows of funds, and other factors that drive investment analysis and recommendations.
Create and manage Excel spreadsheets and models for analyzing investment alternatives and presenting various scenarios.
Use Excel, visual basic & macros to optimize modeling and quantitative analysis in an efficient manner.
Support client marketing and proposal efforts through the development of analysis and corresponding presentation materials.
We draw on live market information from Bloomberg and utilize a combination of Excel models and portfolio optimization software to develop sample portfolios and breakeven analyses (as applicable) to evaluate with our clients.

Ability to be productive both independently and in a team environment.
MSRB Series 50 certification or ability to obtain certification within approximately four months of hire with assistance from PFM.
Expertise with MS Office applications including Outlook, Word, Excel, and PowerPoint.
Ability to take ownership of assigned tasks, following up as necessary, and managing up as appropriate to ensure completion.

Bachelor's degree from an accredited college/university (minimum GPA of 3.5 preferred).
Prior experience writing and developing macros in Excel to automate models preferred, but not required.

The anticipated base salary for the Analyst role is $72,000.
For applicants with relevant experience, the anticipated base salary for the Senior Analyst role is between $80,000 - $90,000; this position is eligible for annual performance-based bonuses.

If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact hrteam@pfm.com or call (215) 567-6100.

PFM is an Equal Opportunity Employer.
Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.

This listing is sourced directly from PFM's careers page and normalized into a canonical job model.