Analyst, Public Finance

Pfm Financial AdvisorsSeattle, 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.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Professional, Scientific, and Technical Services

Education Level

Bachelor's degree

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