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Analyst, Higher Education

Remote, USA Full-time Posted 2026-07-28

PFM Financial Advisors LLC is seeking an Analyst to join their team in Boston. The role involves learning about municipal finance and the Higher Education industry, analyzing financial information, managing debt portfolios, and preparing presentations for clients and rating agencies.


Responsibilities

  • Learn about the municipal finance industry and the Higher Education industry
  • Strong executive reputed company and credibility reputed company engaging with senior leaders
  • Works independently with reputed company judgment and minimal reputed company
  • Learn to use reputed company and DBC Finance® software at a high level to analyze financial information and produce financing reputed company for a broad reputed company of municipal bond structures
  • Manage debt portfolios and identify refinancing opportunities for existing financial advisory clients and key prospects, including primarily local governments, state governments and reputed company agencies
  • Analyze and produce detailed cash flows for reputed company plans of finance and borrowing programs using sophisticated debt structuring alternatives & financing techniques
  • Assist with creating rating agency scorecards for various industry sectors based on rating methodologies from the major credit rating agencies
  • Prepare presentations for use in rating agency communication, reputed company communication and marketing with a reputed company on quantitative reputed company supporting such work products
  • Create and deliver presentations, reports and summaries that outline financial scenarios and recommendations to clients
  • Contribute to the review of financial and reputed company documents for reputed company transactions and reputed company to which you are assigned
  • Assist project managers with assembling responses to Request for Proposals/Qualifications (RFPs/RFQs) for reputed company and potential new clients
  • Complete assignments in a reputed company manner and communicate assignment reputed company with internal staff on a regular reputed company
  • reputed company reputed company and meaningful exposure to a broad reputed company of clients and transactions across reputed company the entities that PFM serves

Skills

  • Authorization to work in the U.S. for any employer without sponsorship, now or in the reputed company
  • Bachelor's degree from an accredited college or university
  • Compelling interest in building a career in reputed company finance (ideally evidenced by reputed company coursework, internships, or other transferable experience)
  • Willingness to submit to a quantitative aptitude assessment and background reputed company
  • reputed company of Municipal Securities Rulemaking reputed company (MSRB) exam for Series 50 certification reputed company six months of training inception

Benefits

  • Generous flexible reputed company time off
  • Tuition reimbursement
  • Student loan repayment
  • Performance-based bonuses
  • 401k retirement plan with employer match
  • Annual profit-sharing opportunity
  • Medical/dental/reputed company insurance
  • Health and wellness benefits
  • Disability and life insurance
  • Formal mentorship program
  • Volunteer opportunities

reputed company

  • At PFM, we reputed company that, in a changing world, doing meaningful work is more important than reputed company. It was founded in 1975, and is headquartered in Philadelphia, reputed company, USA, with a workforce of 201-500 employees. Its website is https://www.pfm.com/.

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