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JAMES ROSS CONSULTING LLC

UEI: EREDG6EAXCS3

JAMES ROSS CONSULTING LLC is a federal contractor, registered under UEI EREDG6EAXCS3. It has been awarded $18,400 in federal contracts. Primary work spans Investment Banking and Securities Dealing. Top awarding agencies include Securities And Exchange Commission.

Contact Information

Registration and classification details

Registration

UEI Code

EREDG6EAXCS3

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

James Ross Consulting LLC provides expert services specializing in investment banking and securities dealing. The firm delivers high-level technical expertise and professional consultancy within the financial regulatory sector. The company has experience supporting the Securities and Exchange Commi...

Key performance metrics

Award counts and award dollars by type, as prime and as subcontractor.

Awards Count

1

All time

Active

0

Currently performing

Completed

1

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award analytics

Awards by agency, industry, year, award type, size, and place of performance.

Awards by Agency

Securities And Exchange Commission$18.4K100%

Awards by NAICS

523110 - Investment Banking and Securities Dealing$18.4K100%

Awards by Agency Over Time

Awards by Place of Performance

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Financial Advisory & Structuring ServicesThis subcontract for Financial Advisory and Structuring Services supports prime contractors working on Long Island Power Authority financial services projects. The scope of work focuses on the financial analysis and structuring of revolving credit facilities, requiring specialized expertise in public power authority credit structures and municipal finance. Key deliverables include the execution of financial modeling, liquidity analysis, negotiation support, and the provision of term sheet analysis and structural recommendations. The opportunity is categorized under NAICS code 523110 and was posted on November 5, 2026, with a response deadline of December 3, 2026. This engagement is specifically designed to ensure that credit facilities are properly structured to meet the complex financial requirements of the agency's infrastructure and service projects.

Long Island Power Authority

POSTED

DEADLINE

Investment Advisory and Portfolio ManagementThis subcontract for Investment Advisory and Portfolio Management involves providing fiduciary-standard investment advisory services for prime contractors working on Chatham County Hospital Authority Trust projects. The selected provider will be responsible for conducting annual reviews of the Investment Policy Statement, developing strategic asset allocations that comply with Georgia law, and sourcing necessary performance data. To ensure accuracy and transparency, the contractor must utilize specialized portfolio management software and performance validation tools. The agreement mandates a strict fiduciary standard of care and requires formal certifications regarding conflicts of interest. Key deliverables include the submission of regular performance reports and the completion of Investment Policy Statement reviews. This opportunity is categorized under NAICS code 523110 and is managed by Chatham County in Georgia, with a response deadline set for December 2, 2026.

POSTED

DEADLINE

Municipal Bonding and Debt ConsultantThis subcontract opportunity is for a Municipal Bonding and Debt Consultant to provide specialized financial guidance for prime contractors working on Pleasant View City projects in Utah. The selected consultant will be responsible for structuring bond issuances, analyzing debt capacity, and optimizing repayment schedules through the use of municipal market analysis tools and bond pricing models. Key deliverables include the development of comprehensive debt issuance strategies and specific recommendations for bond structures. The role requires deep expertise in municipal bond law and financial regulations to effectively coordinate with underwriters and manage municipal debt. Interested parties must submit their responses by November 20, 2026. This procurement falls under NAICS code 523110 and is managed through the state of Utah.

POSTED

DEADLINE

Project Finance / Loan Term AdvisorThe Project Finance / Loan Term Advisor subcontract, issued by the Department of Energy Headquarters Procurement Services, focuses on evaluating the business impacts of loan terms for prime contractors involved in agency financing projects. The selected advisor will compare proposed terms against established industry norms and recommend specific adjustments to mitigate lender risk. Additionally, the role involves performing bring-down updates on market and price data as projects progress toward their final financial close. Key deliverables for this engagement include detailed term sheet evaluations and updated bring-down reports. The opportunity is categorized under NAICS code 523110, with a response deadline set for November 30, 2026.

Headquarters Procurement Services

POSTED

DEADLINE

Custodial and Safekeeping ServicesThis subcontract for Custodial and Safekeeping Services supports prime contractors on Ohio Air Quality Development Authority financial service projects. The primary objective is to ensure the secure custody and safekeeping of financial assets and securities, specifically managing the collateral pledge program for public fund deposits that exceed FDIC limits. These services must be executed using electronic record-keeping systems or secure vaults to maintain strict oversight of assets. A critical requirement of the contract is adherence to ORC 135.18, which mandates a 105 percent collateralization threshold. The selected provider is responsible for delivering comprehensive custodial reports and all necessary collateral pledge documentation. This opportunity is categorized under NAICS code 523110, with a response deadline set for December 14, 2026.

Air Quality Development Auth

POSTED

DEADLINE

in about 1 month

Investment Custody ServicesThis subcontract for Investment Custody Services supports prime contractors managing portfolio projects for the State of Alabama Department of Finance. The selected provider will be responsible for secure asset holding, trade settlement, corporate action processing, and the generation of monthly statements of holdings utilizing institutional custody platforms. To ensure the highest standards of security and regulatory adherence, the provider must maintain SEC registration, hold necessary banking licenses, and demonstrate SOC 1 and SOC 2 compliance. This engagement falls under NAICS code 523110 and is associated with the Peace Officer Annuity and Benefit agency.

PEACE OFFICER ANNUITY &BENEFIT

POSTED

DEADLINE

Municipal Bond Underwriting & Investment BankingThis subcontract for the City of Austin involves providing specialized underwriting and investment banking services to support municipal financing projects. The scope of work includes marketing new money and refunding transactions across various revenue credits, specifically for General Obligation, Water, Electric, and Airport projects. Key responsibilities include developing debt schedules, analyzing coupon rates and re-offering yields, and coordinating the closing process with trustee banks and bond counsel to ensure the successful delivery of executed bond issuances and comprehensive market analysis reports. The opportunity is categorized under NAICS code 523110 and was posted on October 26, 2026. Interested parties must submit their responses by the deadline of December 1, 2026. This engagement focuses on high-level financial coordination and strategic market analysis to facilitate the city's municipal funding requirements.

POSTED

DEADLINE

Escrow and Closing Agent ServicesThe California Department of Housing and Community Development is seeking a licensed California Escrow Agent to provide escrow and closing services for the transfer of its loan portfolio. The selected agent will serve as a neutral third party responsible for holding funds and documents, as well as coordinating the signing and recording of assignment documents for a portfolio consisting of up to 375 loans. The contractor must maintain secure escrow accounts and is required to deliver all executed closing packages and recorded transfer documents upon completion. This subcontract opportunity falls under NAICS code 523110 and will be performed in Alameda. Interested parties must submit their responses by the deadline of December 10, 2026. The contract focuses on ensuring a secure and organized transfer process for the agency's prime contractors through professional escrow management.

Housing & Community Developmnt

POSTED

DEADLINE

in about 1 month

Investment Trading ExecutionBristol Community College is seeking a subcontract for Investment Trading Execution to manage the purchase and sale of securities for its investment projects. The selected provider must be a registered broker-dealer or trading entity capable of performing order execution and trade routing through electronic trading platforms and Bloomberg terminals to guarantee best execution. Key deliverables include the successful execution of trades and the provision of detailed trade confirmation reports. This opportunity is categorized under NAICS code 523110 and will be performed in Fall River, Massachusetts. Interested parties must submit their responses by the deadline of November 12, 2026.

Bristol Community College

POSTED

DEADLINE

Municipal Bond Advisor (Financial Structuring)This subcontract for a Municipal Bond Advisor focuses on the financial structuring and execution of municipal bond issuances for prime contractors working on Power District Public Infrastructure District No 1 projects in Utah. The selected advisor will be responsible for developing financial frameworks for both rated and unrated revenue bonds, utilizing detailed financial modeling to ensure pricing and yield analysis comply with MSRB regulations. To qualify for this role, the advisor must maintain SEC and MSRB registration and provide a formal certification regarding conflicts of interest. The ultimate objective of the contract is the successful delivery and execution of the municipal bond issuance to support public infrastructure development.

POSTED

DEADLINE

Municipal Bond and Financing ConsultantThis subcontract for a Municipal Bond and Financing Consultant involves providing specialized advisory services for prime contractors working on projects for the Township of North Brunswick. The selected consultant will be responsible for managing bond issues, New Jersey EIT financing, and Bond Anticipation Notes by utilizing market data tools and financial modeling software. All activities must be performed in strict accordance with New Jersey state laws and the Local Public Contracts Law to ensure the successful delivery of executed financing agreements and bond issues. The opportunity is categorized under NAICS code 523110 and is managed by the Finance agency in New Jersey. Interested parties must submit their responses by the deadline of November 13, 2026. Further details regarding the solicitation and submission process can be accessed through the provided procurement portal.

POSTED

DEADLINE

State Tax Credit Investment and ManagementThis subcontract involves the investment and management of state tax credit authorizations for prime contractors on New Jersey Housing and Mortgage Finance Agency financial auction projects. Participants are required to submit electronic bids through the Euna portal with a minimum pricing calculation of 0.80 dollars per dollar of tax credit. Each purchase must maintain a minimum face value of 250,000 dollars and requires the delivery of a completed Bid Form along with the necessary payment for authorizations. Compliance is a critical component of the agreement, requiring bidders to certify that they are not involved in prohibited activities within Russia, Belarus, or Iran, and that they remain in full compliance with OFAC regulations. The solicitation is managed by the New Jersey Housing and Mortgage Finance Agency, with a response deadline set for November 30, 2026.

Nj Housing And Mortgage Finance Agency

POSTED

DEADLINE

Investment Research and Asset Analysis ServicesThis subcontract for Investment Research and Asset Analysis Services involves providing specialized financial research and quantitative analysis for prime contractors managing Snow College endowment projects. The scope of work includes conducting internal and external security research, performing breakeven analyses for low-yield security replacement, and analyzing the efficient frontier to optimize returns. The selected provider will utilize Bloomberg terminals and financial modeling software to deliver comprehensive research reports and asset allocation risk/reward spectrums. To ensure professional rigor and regulatory compliance, the contract requires CFA certification and strict adherence to GAAP and GASB standards. This opportunity is categorized under NAICS code 523110 and was posted by the state of Utah. Interested parties must submit their responses by the deadline of November 14, 2026.

POSTED

DEADLINE

Market Engagement and Investment SpecialistThe Market Engagement and Investment Specialist subcontract supports prime contractors on Great British Energy Nuclear SMR projects by facilitating engagement with private sector investors and financial institutions. The primary objectives include identifying potential funding partners, analyzing market appetite for nuclear SMR investments, and providing strategic advice on investor requirements for hybrid funding models. To achieve these goals, the selected provider must utilize investor databases and market intelligence tools to deliver comprehensive market engagement reports and detailed investor feedback analysis. This opportunity is categorized under NAICS code 523110 and was posted on October 14, 2026, with a response deadline of November 12, 2026. A critical requirement for participation is the execution of a mutual non-disclosure agreement to protect sensitive project information. The contract is managed by Great British Energy Nuclear and focuses on securing the financial frameworks necessary for the deployment of small modular reactor technology.

Great British Energy - Nuclear

POSTED

DEADLINE

Co-Managing Underwriter (Tier 2)This subcontract opportunity is for a Tier 2 Co-Managing Underwriter to provide syndicate support for prime contractors on bond issuance projects for the New York State Department of Homes and Community Renewal. The selected provider will be responsible for executing distribution strategies, conducting investor outreach, and managing marketing efforts to ensure the successful execution of bond offerings. To be eligible, firms must maintain registration with the SEC, FINRA, and or MSRB, and must operate a physical office within New York State. Additionally, contractors are required to carry at least 1 million dollars in professional liability insurance. The solicitation was posted on October 14, 2026, with a response deadline of November 12, 2026.

NYS Department of Homes & Community Renewal

POSTED

DEADLINE

Senior Managing Underwriter (Tier 1)The Senior Managing Underwriter (Tier 1) subcontract for the New York State Department of Homes and Community Renewal involves leading the underwriting syndicate for prime contractors on bond issuance projects. The selected provider is responsible for structuring and pricing bonds, coordinating the overall underwriting process, managing order books and allocations, and executing final bond transactions. Key deliverables include the completed bond transactions and detailed pricing reports. To qualify, firms must maintain registration with the SEC, FINRA, and or MSRB, and must possess a physical office located within New York State. Additionally, contractors are required to carry at least 1 million dollars in professional liability insurance. The solicitation was posted on October 14, 2026, with a response deadline of November 12, 2026.

NYS Department of Homes & Community Renewal

POSTED

DEADLINE

Short-Term Debt Program ManagerThe Short-Term Debt Program Manager subcontract for San Diego County involves the specialized management of short-term and interim obligations for prime contractors working on county financing projects. The selected provider will be responsible for structuring and managing Commercial Paper programs, executing the issuance of Tax and Revenue Anticipation Notes, and coordinating efforts between municipal advisors and trustee banks to ensure active and funded credit facilities. Strict adherence to SEC and MSRB rules is required for all activities under this agreement. The project is based in San Diego, California, with a response deadline set for November 16, 2026. This engagement falls under NAICS code 523110, focusing on the delivery of critical financial instruments and regulatory compliance for the agency.

San Diego County

POSTED

about 1 month ago

DEADLINE

Municipal Bond Co-ManagerThe Municipal Bond Co-Manager subcontract for San Diego County involves providing specialized underwriting and distribution services for municipal securities related to county financing projects. The selected provider will work alongside prime contractors to participate in financing-team meetings, conduct quantitative market analysis, and execute the purchase and sale of debt instruments. Success is measured by the delivery of accurately priced and sold debt instruments. Operational requirements include the use of municipal bond trading platforms and strict adherence to SEC and MSRB regulations. This opportunity is categorized under NAICS code 523110 and is based in San Diego. Interested parties must submit their responses by the deadline of November 16, 2026.

San Diego County

POSTED

about 1 month ago

DEADLINE