Analyst- Municipal Finance

Position Overview

PFM is hiring an Analyst to join our team and build a career in public finance. Based in Location: PFM's San Francisco, California office, this role requires working in the office Schedule: 3-4 days per week. Founded in 1975, PFM provides independent financial advice to governments and public agencies, helping our clients tackle complex financial challenges with in-depth analysis and innovative solutions.

Key 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 local and state governments and public agencies.
• Analyze and produce detailed cash flows for client finance plans using sophisticated debt structuring alternatives and financing techniques.
• Assist with creating rating agency scorecards for various industry sectors based on methodologies from major credit rating agencies.
• Prepare presentations for rating agency outreach, client communications, and marketing, focusing on quantitative analysis.
• Create and deliver presentations, reports, and summaries outlining financial scenarios and recommendations.
• Contribute to the review of financial and legal documents for transactions and projects.
• Assist project managers with assembling responses to RFPs/RFQs for current and potential new clients.
• Complete assignments in a timely manner and maintain regular communication with internal staff regarding progress.
• Gain direct exposure to a wide variety of clients and transactions across all the entities that PFM serves.

Required 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.
• A compelling interest in building a career in public finance, evidenced by related coursework, internships, or other transferable experience.
• Willingness to submit to a quantitative aptitude assessment and background check.
• Passage of the Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inception.

Benefits & Perks

• Compensation: $85,900 annually
• Robust total rewards including paid training, flexible paid time off, tuition reimbursement, student loan repayment, performance-based bonuses, a 401k retirement plan with employer match, and annual profit-sharing.
• Comprehensive medical, dental, and vision insurance; health and wellness benefits; and disability and life insurance.
• Extensive professional development through a 10-12 week intensive training program, ongoing mentorship, and early client exposure.
• A diverse, collaborative workplace offering volunteer opportunities and a formal mentorship program.