Financial Analyst; Higher Education
PFM
Boston, MAFresher43m agovia LinkedIn
About the Role
PFM is hiring an Analyst to work with clients primarily in the higher education and healthcare sectors on alternative delivery / public-private partnership (“P3”) ownership and finance structures and operational improvement strategies. The office location for the Analyst may be flexible, with in-person or hybrid in the Philadelphia or Boston Office a preference.
Key Responsibilities
- Learn about the municipal finance industry, alternative delivery / P3 ownership and finance structures and the higher education and healthcare industries.
- Use Excel and DBC Finance® software to analyze financial information and produce financing options for a broad range of municipal bond structures.
- Analyze and produce detailed cash flows for client plans of finance and borrowing programs using sophisticated debt structuring alternatives & financing techniques.
- Assist with creating rating agency scorecards based on rating methodologies from the major credit rating agencies.
- Prepare presentations for use in rating agency communication, client communication and marketing with a focus on quantitative elements.
- Create and deliver presentations, reports and summaries that outline financial scenarios and recommendations to clients.
- Contribute to the review of financial and legal documents for all transactions and projects.
- Assist project managers with assembling responses to Request for Proposals/Qualifications (RFPs/RFQs).
- Complete assignments in a timely manner and communicate assignment progress with internal staff.
Requirements & Tech Stack
- Excel
- DBC Finance®
- Public Finance interest
- Quantitative aptitude
Qualifications
- Authorization to work in the U.S. for any employer without sponsorship.
- Bachelor’s degree from an accredited college or university.
- Compelling interest in building a career in public finance.
- Willingness to submit to a quantitative aptitude assessment and background check.
Certification
- Passage of Municipal Securities Rulemaking Board (MSRB) exam for Series 50 certification within six months of training inception.