Investment Compliance and Ethics Consultant
Contract Overview
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AI Contract Overview
The Investment Compliance and Ethics Consultant subcontract for Bristol Community College involves performing independent reviews and auditing of investment activities for prime contractors. The selected consultant will be responsible for reviewing investment procedures to ensure regulatory compliance, auditing for potential conflicts of interest, and utilizing compliance monitoring software to verify adherence to the fiduciary standard. Key deliverables include the submission of comprehensive compliance review reports and formal ethics certifications. Qualified candidates must possess specialized knowledge of SEC standards or hold professional compliance certifications. This opportunity is associated with NAICS code 541211 and will be performed in Fall River, Massachusetts. Interested parties should note the response deadline of November 12, 2026.
General Info
Place of Performance
Elsbree Street Fall River, MA, 02720, USASet-Aside
Documents
This scope was carved out of BD-27-1381-BCC01-BCCFR-134721.
The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.
M-07-27 Investment Advisory Services
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Timeline
Response Deadline
Organization & Contact Information
Full Description
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