Project Manager, Financial Advisory

POSITION OVERVIEW

PFM is currently seeking an experienced Project Manager (internally titled Senior Managing Consultant) to work in our national public finance practice.

The successful candidate will primarily work with acute care healthcare providers and academic medical centers, but also with senior living and other 501c3 clients.

Travel throughout the region will be required as client needs dictate.

Candidates will be expected to successfully operate in the specialized field of public finance, and be nimble in a dynamic, fast-paced environment in which they are given significant responsibility.

To be successful, one must have a superior understanding of the financial markets, experience working in public sector finance, advisory services, consulting, and / or underwriting, and a demonstrated ability to manage and grow a business plan .

The work arrangement is hybrid; business travel is required.

RESPONSIBILITIES

• Maintain & expand existing relationships with clients in state and local governments to support growing business (attend trade shows and conferences;
• gather information to submit and complete RFPs; act as the primary or secondary point of contact for clients’ questions;

serve on PFM’s marketing team up through the point of final prospect interviews; and develop and independently implement a marketing plan to bring in new business)

• Develop full range of financial solutions and quantitatively analyze options to meet our clients’ capital financing needs
• Generate and coordinate client deliverables, including the successful implementation of financing transactions
• Manage financing teams and oversee timely performance by all professionals
• Present financial analysis, reports and other materials to clients at meetings
• Management, mentorship, and training of financial analysts and associate administrative staff
• Collaborate across multiple internal and external teams to support the long-term growth of the business practice

QUALIFICATIONS

• Authorization to work in the for any employer without sponsorship
• Bachelor’s degree from an accredited college or university
• At least five (5) years of work experience, preferably in public sector / municipal finance, banking, trust or financial services arena, demonstrating increasing levels of responsibility
• Knowledge of and contacts within the state and local governments as well as the sector of focus
• Currently holds MSRB Series 50 certification or able to obtain within 60 days of hire
• Familiarity with transactions including complex financial modeling and analysis
• Strong quantitative, problem solving and analytical skills
• Strong working knowledge of Word, Excel and PowerPoint

COMPENSATION The Senior Managing Consultant 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.