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Full-Time

Contacts and Budgets Associate

Posted on 6/28/2024

PFM

PFM

501-1,000 employees

Financial services for asset management and advisory

Consulting
Fintech

Compensation Overview

$69.6k - $100.2kAnnually

+ Discretionary Annual Bonus

Entry

Remote in USA

Category
Contract Management
Legal & Compliance
Required Skills
Communications
Requirements
  • Bachelors degree or equivalent
  • 1 year of relevant experience in drafting, reviewing, and negotiating agreements related to clinical research
  • Excellent organizational and communication skills
  • Proficiency in MS Office software programs
Responsibilities
  • Develop and negotiate global study budgets based on study protocol requirements
  • Review, draft, and negotiate various agreements including confidentiality agreements
  • Work with supervisor and key stakeholders to resolve contractual issues
  • Ensure adherence to company policies and procedures
  • Update study team members on contract status
  • Coordinate execution of agreements
  • Support maintenance of contract files and databases
  • Identify and implement process improvements

PFM provides a variety of financial services, focusing on asset management, financial advisory, and consulting. The firm helps clients, including governments, educational institutions, and non-profits, plan for their financial futures through services like investment advice and retirement planning. PFM tailors its solutions to meet the specific needs of its clients, which allows them to effectively manage assets and navigate complex financial situations. Unlike many competitors, PFM has a strong emphasis on public finance and offers specialized teams for areas such as transportation finance and economic consulting. The company's goal is to deliver customized financial strategies that address the unique challenges faced by their diverse clientele, while also providing ESG solutions for sustainable investments.

Company Stage

Grant

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • PFM's national recognition and expertise in public finance make it a trusted partner for clients seeking specialized financial advice.
  • The recent acquisition by U.S. Bancorp Asset Management could provide additional resources and growth opportunities for PFM.
  • Partnerships like the one with Sodaclick for AI-powered ordering systems demonstrate PFM's commitment to innovation and expanding its service offerings.

What critics are saying

  • The integration with U.S. Bancorp Asset Management may pose challenges in aligning corporate cultures and operational processes.
  • The competitive landscape in financial services requires PFM to continuously innovate to maintain its market position.

What makes PFM unique

  • PFM's specialization in public finance sets it apart from competitors who may not have the same depth of expertise in this sector.
  • The company's comprehensive service offerings, including ESG solutions and specialized transportation finance, provide a unique value proposition.
  • PFM's client-focused approach and tailored financial solutions ensure that they meet the specific needs of diverse clients, from local governments to non-profits.
INACTIVE