Analyst, Financial Advisory (Entry Level)

This position begins in Summer 2024 in Orlando, FL.
PFM is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities. For more than forty years, PFM has advised many of the country's largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds. The firm has more than 350 employees located in every region of the country.
PFM Financial Advisors LLC (FA) plays an integral role in the capital formation process for municipal and not-for-profit bond issuers. PFM's financial advisors contribute across all phases of the debt financing process, providing independent and expert advice to best position our clients to meet their short- and long-term goals and objectives.
ANALYSTS: PFM'S FOUNDATION FOR SUCCESS
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.
Day-to-day challenges:

• Quantitative Analysis and Financial Modeling: Working with senior team members to create qualitative and quantitative analyses that support various projects and transactions, many of which involve the creation and use of customized financial models and spreadsheets

• Presentations and Reporting: Preparing and delivering presentations, reports and summaries that outline financial scenarios and recommendations to clients

• Marketing and Business Development Support: Contributing to and reviewing financial, legal, and marketing/proposal documents for all transactions and projects to which you are assigned

• Client Service Exposure: Gaining direct and meaningful exposure to a broad variety of clients and transactions across all the entities that PFM serves

MINIMUM QUALIFICATIONS

• Bachelor's degree conferred by May 30, 2024
• Authorization to work in U.S. for any employer without sponsorship, now or in the future
• Strong interest in finance, consulting and/or investment management

Other qualifications:

• Analytical and financial modeling experience (advanced Excel skills and VBA or programming exposure preferred)
• Exceptional communication and presentation skills
• Strong work ethic with a proactive, flexible attitude, and desire to pitch in wherever needed
• Developed problem solving skills and a solutions-focused approach to addressing challenges
• Ability to dig into the details but also see the greater context behind your work
• Outstanding teamwork and project execution skills with multitasking capability
• Unwavering integrity and ethics

PFM offers one of the most comprehensive training programs in the financial industry. In 10-12 weeks of intense training, Analysts learn the financial, analytical, and modeling skills needed to thrive in their roles.
Your career with PFM can grow based on your unique strengths, interests, and the firm's ongoing needs. No matter the path you choose, you'll receive an exceptional foundation of training, a collaborative and challenging work culture, and meaningful work that generates tangible benefits to the communities that PFM serves.
COMPENSATION | In addition to paid training, Analysts are 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.