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This Government Contract opportunity from North Carolina was posted on September 1, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Investment Advisory and Management Services

Closed
State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 523920
SLED
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Pension Benefit Guaranty Corporation

POSTED

10 months ago

DEADLINE

N/A
NAICS: 523920
SLED
Request for Application (RFA)- NYC Catalyst Fund II
Solicitation # 20251201024
The New York City Economic Development Corporation (NYCEDC) is seeking applications from investment fund managers who are raising capital for investment funds aligned with the NYC Catalyst Fund II program. The program aims to promote economic development within New York City, support NYCEDC’s broader impact goals, and generate financial returns. NYCEDC plans to allocate $25 million to this initiative, with commitments of up to $5 million available for each selected investment fund. Applicants should demonstrate a clear financial return strategy, a strong commitment to New York City, and align their funds with one or more of the following impact areas: supporting diverse entrepreneurship via investments in underrepresented founders, promoting economic mobility by addressing income and wealth disparities through various growth and development pathways, or focusing on high-growth innovation sectors vital to the city's economic future. Selection will be based on the qualifications and reputation of the fund managers, the fund’s investment and impact strategies, proposed financial terms, and the investment track record. NYCEDC emphasizes compliance with all applicable anti-discrimination laws and encourages participation from certified Minority and Women-owned Business Enterprises (M/WBEs). The solicitation remains open until January 2, 2029, or until the allocated funding is exhausted, with applications evaluated continuously. Multiple rounds of question submissions are permitted, with deadlines spanning from early 2026 through late 2028. Interested parties can download the RFA, submit proposals electronically, and direct inquiries to the designated NYCEDC contacts provided.
NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

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The Investment Advisory and Management Services subcontract involves providing professional investment advisory services for prime contractors working on City of Greensboro municipal fund projects. The selected provider will be responsible for developing and implementing investment strategies, managing financial portfolios, and utilizing financial modeling software and portfolio management systems to deliver managed portfolios and periodic performance reports. Qualified candidates must hold Registered Investment Advisor status or possess CFA or CFP certifications. This opportunity is categorized under NAICS code 523920 and was posted on September 1, 2026, with a response deadline of September 23, 2026.

General Info

Investment advisory services for City of Greensboro municipal funds requiring RIA, CFA, or CFP.

Agency

North Carolina → City of Greensboro

NAICS

523920 - Portfolio Management

Place of Performance

Not specified

Set-Aside

NONE

Documents

This scope was carved out of 12478.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisor and 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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AgencyNorth Carolina → City of Greensboro
ContactsNo contacts available
OfficeN/A
Organization / AgencyNorth Carolina → City of Greensboro
Office AddressN/A
ContactsNo contact information available

Full Description

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Performs professional investment advisory services for prime contractors on City of Greensboro municipal fund projects. Develops and implements investment strategies, manages financial portfolios, and provides performance reports and schedules. Utilizes financial modeling software and portfolio management systems. Requires Registered Investment Advisor status or CFA/CFP certifications. Delivers managed investment portfolios and periodic financial performance reports.

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Oil & Filter Change & Maintenance
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NAICS: 327390
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