Analyst, Public Finance

Pfm Financial Advisors • Seattle, WA

272d • $69,500 - $78,700

About The Position

This position, working with general municipal clients, will start on July 7, 2025 in Seattle with a hybrid work arrangement. Our Analysts are a critical part of the project teams that serve our broad base of clients. Each role provides a solid foundation for a meaningful and growth-oriented career within the firm, and many of our project managers and Managing Directors started their careers with PFM.

Requirements

• Bachelor's degree from an accredited college or university.
• Quantitative aptitude as measured by timed, online numerical reasoning assessment.
• Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification.

Responsibilities

• 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.
• Learn about the municipal finance industry and understand how macroeconomic events impact bond pricing.
• 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 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.

Benefits

• 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.
• Disability and life insurance.
• Formal mentorship program.
• Volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree