Senior Analyst, Public Finance
2 months ago
POSITION OVERVIEW
The Senior Analyst will support our Virginia practice assisting with municipal bond transactions, non-transactional client projects, and marketing / RFP support. Successful 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 team's identification and analysis of refinancing opportunities, including sensitivity analysis and risk evaluation, as appropriate.
- Lead the team's 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.
- Bachelor's 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.
- 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 | The Senior Analyst is 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.
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 (EOE, M/F/D/V) and maintains a drug-free workplace.
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