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BANKING-1857 - USA (Arkansas) - Financial Advisor and Broker Services - Deadline November 18,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-1857

Government authority located in Arkansas; USA based organization looking for expert vendor for financial advisor and broker services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide financial advisor and broker services to significant, high level investment banking and financial advisor experience to serve as the Utilities’ investment broker-dealer including professional, highly qualified guidance and advice to the Utility as to the most prudent investment of funds to the government authority located in Arkansas.
• Obtain price execution for investments (purchases and sales) that will maximize portfolio returns in a manner consistent with investment policy objectives.
• Assist the Utilities with an investment strategy that retains liquidity while resulting in the highest returns possible.
• Provide the Utilities with access to reporting tools that present the status of the Utilities’ funds on a real-time basis.
• Regularly review with the Utilities an analysis of the current investments, market trends, and expectations in the market, in order to make recommendations on a fluid basis.
(2) Contract period will be for one year.

[C] Eligibility:

Onshore (USA Only)

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Monday, 18 November, 2019

Category : Banking Services, Auditing, Finance and Accounting, Real Estate, Brokerage Services, Maintenance, Repair and Alteration of Property

Country : USA

State : Arkansas

RFP Expired

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