Senior Analyst, Municipal Finance
Senior Analyst, Municipal Finance
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
POSITION OVERVIEW
The Senior Analyst will support our Midwest financial advisory practice assisting with municipal bond transactions non-transactional client projects and marketing / RFP candidates will be expected to be nimble in a fast-paced environment in which they are given significant responsibility.
RESPONSIBILITIES
- Proficiently use DBC Finance software for a broad range of municipal bond structures.
- Analyze and produce detailed cash flows for complex plans of finance and client borrowing programs using sophisticated debt structuring alternatives & financing techniques.
- Create and manage Excel spreadsheets for analyzing financial information and developing and presenting financing scenarios; analyze various financing options to devise optimal borrowing solutions for our clients.
- Lead the teams identification and analysis of refinancing opportunities including sensitivity analysis and risk evaluation as appropriate.
- Lead the teams efforts to track the debt portfolios of existing clients and key prospects.
- Use Excel visual basic & macros to optimize modeling and quantitative analysis in an efficient manner.
- Build run and improve complex quantitative models; process capital markets transactions; review legal documents for alignment with plans of finance & financial modeling.
- Support client marketing and proposal efforts through the development of financial analysis of potential client solutions.
- Create financial and credit profiles for current and prospective clients. Master and model all three credit rating agency criteria for various industry sectors including water & sewer revenue bond criteria and local government criteria among others.
- Prepare presentations for use in rating agency communication client communication and marketing with a focus on quantitative elements supporting such work products.
- Organize prioritize and schedule work for each client project and/or financing transaction.
- Work seamlessly with team members who travel frequently have varying levels of in-office presence and may be based in offices around the country.
- Maintain existing relationships with financial advisory clients (primarily public agencies).
- Coordinate information flow between staff clients and PFM project managers.
- Complete assignments in a timely manner and communicate assignment progress with internal staff on a regular basis.
- Develop & present reports and other materials including financial analysis to internal staff and clients at meetings.
MINIMUM QUALIFICATIONS
- Bachelors degree from an accredited college/university
- At least two (2) years of work experience in public sector / municipal finance
- Experience completing financial transactions start to finish including complex financial modeling and quantitative analysis.
- MSRB Series 50 certification or ability to obtain certification within forty five (45) days of hire.
- Authorization to work in the U.S. for any employer without visa sponsorship now or in the future.
Other Qualifications
- Superior quantitative problem solving and analytical skills.
- Detail oriented with strong organization skills.
- Excellent verbal and written communication skills for interaction with clients prospects external partners managers and colleagues.
- Proficient with MS Office applications including Outlook Word Excel and PowerPoint; DBC Finance exposure required.
- Prior experience writing and developing macros in Excel to automate models preferred but not required.
- Outstanding teamwork and project execution skills with ability to manage multiple tasks and adapt to a changing fast-paced environment.
- Ability to take ownership of assigned tasks following up as necessary managing up as appropriate to ensure completion.
- Willingness to learn a specialized financial field and continually increase knowledge and responsibilities.
COMPENSATION TheSenior 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.
The anticipated base salary for this role is between $75000 - $90000; this position 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 or refer a qualified candidate.
PFM is not offering visa sponsorship for this position.
PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability protected veteran status or any other characteristic protected by law. PFM maintains a drug-free workplace. If you need assistance or accommodation due to a disability at any time during the application or hiring process contact or call . Please note this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.
Required Experience:
Senior IC
Employment Type
Full-Time
