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Investment Audit and Compliance Specialist

Active

State & Local

Contract Overview

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

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The Investment Audit and Compliance Specialist subcontract supports prime contractors on Alaska Industrial Development and Export Authority projects under the State of Alaska Department of Commerce, Community, and Economic Development. The scope of work focuses on high-level accounting and audit support, specifically performing reconciliations between U.S. Bank custodial records and financial statements, conducting audit analysis, and providing comprehensive valuations and holdings data. Additionally, the role involves assisting in the development of investment guidelines and Investment Management Agreement terms. To qualify for this engagement, the provider must hold a CPA or CFA designation. Key deliverables include reconciled financial statements and detailed audit analysis reports. The contract is categorized under NAICS code 541211, reflecting its focus on specialized accounting and auditing services.

General Info

CPA/CFA provides accounting, audit, and investment compliance support for Alaska state projects.

Agency

State of Alaska → Commerce, Community, and Economic Development

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

AK, USA

Set-Aside

NONE

Documents

This scope was carved out of AIDEA27-017.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Fixed Income Investment Manager

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Timeline

PostedOct 29

subcontract

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Organization & Contact Information

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AgencyState of Alaska → Commerce, Community, and Economic Development

ContactsNo contacts available

OfficeN/A

Organization / AgencyState of Alaska → Commerce, Community, and Economic Development

Office AddressN/A

ContactsNo contact information available

Full Description

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Provides accounting and audit support for prime contractors on Alaska Industrial Development and Export Authority (AIDEA) projects. Performs reconciliations between U.S. Bank custodial records and financial statements, conducts audit analysis, and provides detailed valuations and holdings data. Assists in drafting investment guidelines and IMA terms. Requires CPA or CFA designation. Delivers audit analysis reports and reconciled financial statements.

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