Summary

Create a career in a rapidly growing, premier full-service provider of comprehensive financial services to municipalities, school districts and other local government entities. As the Public Financial Analyst, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the company. Working in a team environment, the Public Financial Analyst will participate in the investment execution, cash flow management, bond proceeds management and relationship management for our public funds clients. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare cash flow plans and other client deliverables, and working with clients to resolve issues.

Essential Functions

• Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Commitment and Performance.
• Provide ongoing relationship servicing with clients to maintain goodwill and gain additional business.
• Responds promptly to customer inquiries and requests regarding account.
• Maintains client database regarding authorized signors, account maintenance and agenda.
• Promotes and cross-sells other establishment products and services as appropriate to customer requirements.
• Analyzes client’s financial status, compiles data and develops timely and accurate cash flow based on data received from client.
• Prepares and submits cash flow report to client.
• Contacts clients regarding maturities, cash flow review and reinvestments.
• Monitors investment purchases and trade processing.
• Executes and monitors investment purchases and trade processing.
• Conduct pre-issuance planning, paperwork and bid request for bond proceed management of bond proceeds.
• Prepare initial bond proceeds management report, print reports/confirms for client bidder and review with and submit to client.
• Update, submit and review updated bond proceeds management report with client.
• Prepare, submit and review monthly reconciliation reports with client.

Education and/or Experience

• Bachelor’s degree (B.S.) degree from four-year college or university in accounting or finance; one to two years related experience and/or training; or equivalent combination of education and experience.
• Strong knowledge and proficiency of MS Office products including Excel, Outlook, Word, and PowerPoint.
• Helpful to Preferred experience in Investment Management (Broker-Dealer–Advisor) Environment

Licenses, Registrations and Certifications

• Regulatory Licensures Helpful: Series 7 & 66. MA-1

PMA will invest for the required regulatory licensures if/when required as well as for career development to perform the essential functions of the role.

PMA is a family of financial services companies that helps municipalities, school districts, local government investment pools and other institutions across 12 states.