Public Finance Analyst – P3 & Higher Ed/Healthcare (Hybrid)

PFM; Boston (MA); Hybrid; USD 65,000 - 79,000; Full time

Benefits offered by this job

Tuition reimbursement

Student loan repayment

401k with employer match

Health and wellness benefits

Paid time off

Job summary

PFM, a leading public financial advisory firm, is seeking an Analyst to work with clients primarily in higher education and healthcare sectors on alternative delivery / P3 ownership and finance structures and related operating improvements. The role offers flexible office locations with a preference for Philadelphia or Boston in-person or hybrid work arrangements.

You will learn municipal finance, model cash flows, and contribute to client presentations while building a foundation for a career

Qualifications

• Authorization to work in the U.S. for any employer without sponsorship.
• Bachelor’s degree from an accredited college or university.
• Interest in building a career in public finance (evidenced by related coursework, internships, or other transferable experience).
• Willingness to submit to a quantitative aptitude assessment and background check.
• Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inception.

Responsibilities

• Learn about the municipal finance industry, alternative delivery / P3 ownership and finance structures and the higher education and healthcare industries.
• Demonstrate strong executive presence and credibility when engaging with senior leaders.
• Work independently with sound judgment and minimal oversight.
• Learn to use Excel and DBC Finance software to analyze financial information and produce financing options for municipal bond structures.
• Analyze and produce detailed cash flows for client plans of finance and borrowing programs using debt structuring techniques.
• Assist with creating rating agency scorecards based on rating methodologies from major credit rating agencies.
• Prepare presentations for rating agency communication, client communication and marketing with quantitative support.
• Create and deliver presentations, reports and summaries outlining financial scenarios and recommendations.
• Contribute to the review of financial and legal documents for transactions.
• Assist project managers with assembling responses to RFPs/RFQs for clients.
• Complete assignments in a timely manner and communicate progress with staff.
• Gain exposure to a broad variety of clients and transactions across all entities PFM serves.

Education

Bachelor’s degree from an accredited college or university

Tools

Excel

DBC Finance

Job description

PFM, a leading public financial advisory firm, is seeking an Analyst to work with clients primarily in higher education and healthcare sectors on alternative delivery / P3 ownership and finance structures and related operating improvements. The role offers flexible office locations with a preference for Philadelphia or Boston in-person or hybrid work arrangements.

You will learn municipal finance, model cash flows, and contribute to client presentations while building a foundation for a career