Senior Analyst, Municipal Finance

PFM; Minneapolis (MN); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Flexible paid time off

Tuition reimbursement

401k retirement plan with employer match

Medical/dental/vision insurance

Job summary

A financial advisory firm in Minneapolis seeks a Senior Analyst to support municipal finance transactions. The role involves advanced quantitative analysis, client marketing support, and using DBC Finance software. Ideal candidates will have a bachelor's degree and experience in public sector finance. Competitive compensation includes flexible paid time off, tuition reimbursement, and more.

Qualifications

• At least two years of work experience in public sector / municipal finance.
• Experience completing financial transactions from start to finish.
• MSRB Series 50 certification or ability to obtain within 45 days of hire.
• Authorization to work in the U.S. without visa sponsorship.

Responsibilities

• Support Midwest financial advisory practice with municipal bond transactions.
• Analyze and produce detailed cash flows for client borrowing programs.
• Lead identification and analysis of refinancing opportunities.
• Manage the debt portfolios of existing clients.

Skills

Quantitative analysis

Problem solving

Communication skills

Excel proficiency

Education

Bachelor's degree from an accredited college/university

Tools

DBC Finance software

MS Office applications

Job description

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This range is provided by PFM. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $90,000.00/yr

The Senior Analyst will support our Midwest financial advisory 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.

MINIMUM QUALIFICATIONS

• 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.

Other Qualifications

• 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.

The anticipated base salary for this role is between $75,000 - $90,000; this position is eligible for annual performance-based bonuses. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

PFM is not offering visa sponsorship for this position.

PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

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