Public Finance Project Manager

PFM•Cape Coral, FL

1d•Hybrid

About The Position

PFM is currently seeking an experienced Public Finance Project Manager (internally titled Senior Managing Consultant) or Senior Project Manager (internally titled Director) to work in our West Public Finance practice. The successful candidate(s) will work with public finance clients across sectors on the West coast. Travel throughout the region will be required as client needs dictate. The position may be based out of either our San Francisco, Los Angeles, or Phoenix/Chandler office, and has a hybrid work arrangement. The Project Manager will lead municipal bond transactions, non-transactional client projects, and marketing / RFP support. The ideal candidate will have a deep understanding of public finance, strong leadership skills, and the ability to drive transaction execution, and client relationships in a fast-paced and collaborative environment To be successful, one must have a superior understanding of the financial markets, experience working in public sector finance, advisory services, consulting, and/or underwriting, and a demonstrated ability to manage a business plan.

Requirements

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.
At least 4 years of work experience for Project Manager candidates and at least 7 years of work experience for Senior Project Manager candidates, preferably in public finance, investment banking, or related financial advisory roles, demonstrating increasing levels of responsibility.
Experience completing financial transactions start to finish including complex financial modeling and quantitative analysis
Knowledge of and contacts within the state and local governments as well as the sector of focus.
Currently holds MSRB Series 50 certification or is able to obtain within 60 days of hire.
Strong quantitative, problem solving, and analytical skills.
Excellent writing skills and effective personal communication skills.

Nice To Haves

Strong understanding of municipal financing tools
Experience conducting and summarizing complex financial modeling and analysis, with ability to distill complex information into clear and actionable insights
Advanced proficiency with MS Word, Excel, and PowerPoint, and DBC Finance®.
Insists on accountability of self and others.
Understands the relationship between individual and team objectives and broader company goals.
Resolves problems proactively.
Excellent communication skills.
Develops effective written correspondence.
Actively listens to others and conveys information clearly and concisely.
Can make effective presentations and routine communications to smaller audiences.
Excellent listener.
Outstanding teamwork and project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-paced environment.
Ability to operate in a team environment.
Acts as a valuable, collaborative team player, willing to take on a variety of roles within a team including leader, follower, and facilitator.
Actively promotes team success and encourages others to contribute to the greater good.
Demonstrates unwavering integrity and instills confidence in others.
Desire to improve processes, take initiative, and solve problems.
Detail-oriented with strong organizational skills.
Passion for driving results and delivering constructive change.

Responsibilities

Lead structuring and execution of bond transactions and other financial projects, ensuring that projects are delivered on time and meet client expectations.
Maintain & expand existing relationships with clients in state, local government, transportation agencies and public utilities to support a growing business.
Attending trade shows and conferences
Gathering information to submit and complete proposals
Acting as the primary or secondary point of contact for client questions
Serving on PFM’s marketing team up through the point of final prospect interviews
Developing and independently implementing a marketing plan to bring in new business
Develop and analyze financing options and strategic recommendations that meet our clients’ capital financing needs
Manage, generate and coordinate client deliverables
Present financial analysis, recommendations, reports and other materials to clients at meetings
Work seamlessly with team members who travel frequently, have varying levels of in-office presence, and may be based in offices around the country.
Ensure all financing transactions comply with relevant regulations, policies, and industry best practices
Research and understand industry trends, regulations, and the competitive environment to inform strategic recommendations
Build and maintain relationships with client, prospective client, and industry contacts
Manage financing teams and oversee timely performance by all staff.
Management, mentorship, and training of financial analysts and associate staff.
Collaborate across multiple internal & external teams to support the long-term growth of the business practice.
Senior Project Manager candidates will be expected to build a self-sustaining business plan within two years of hire.