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This Government Contract opportunity from California was posted on August 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Credit Analysis and Risk Assessment Services

Closed
State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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AI Contract Overview

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The Credit Analysis and Risk Assessment Services subcontract for the City of Anaheim Finance Department involves performing detailed creditworthiness evaluations and risk assessments for prime contractors on various investment projects. The scope of work includes analyzing issuers, assessing investment vehicles, and evaluating market risk through the use of financial modeling software and credit rating agency data. Professionals performing these duties are responsible for delivering comprehensive credit risk reports, risk assessment summaries, and strategic plans for mitigating portfolio impacts. To qualify for this role, candidates must hold either a Chartered Financial Analyst (CFA) or Financial Risk Manager (FRM) certification. This opportunity is categorized under NAICS code 523910 and was posted on August 8, 2026, with a response deadline set for September 8, 2026. Interested parties can access further procurement details through the official City of Anaheim portal.

General Info

City of Anaheim seeks CFA/FRM certified professionals for credit analysis and risk assessment.

Agency

California → Finance

NAICS

523910 - Miscellaneous Intermediation

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 106-FIN-08-07-2026.

The full solicitation package (5 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Portfolio Management Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed
Posted

subcontract

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Finance
ContactsNo contacts available
OfficeN/A
Organization / AgencyCalifornia → Finance
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs detailed credit analysis and risk assessments for prime contractors on City of Anaheim Finance Department investment projects. Conducts creditworthiness evaluations of issuers, performs risk assessments on investment vehicles, and evaluates market risk using financial modeling software and credit rating agency data feeds. Requires CFA or FRM certifications. Delivers credit risk reports, risk assessment summaries, and portfolio impact mitigation strategies.

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