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Investment Fund Due Diligence and Menu Design 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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This subcontract opportunity is for an Investment Fund Due Diligence and Menu Design Specialist to support prime contractors on State of Illinois fiduciary service projects. The selected specialist will be responsible for performing initial due diligence, designing investment menus, and conducting both qualitative and quantitative analyses of potential investment funds. Key duties include monitoring watch lists for underperforming funds and recommending removals to ensure optimal portfolio performance. The role requires professional certifications such as RIA, CFA, or CFP, and proficiency in financial analysis software like Morningstar or Bloomberg. Deliverables include comprehensive due diligence reports, proposed menu designs, and ongoing monitoring reports. The work is based in Chicago, Illinois, under NAICS code 523930, and was posted on January 27, 2026.

General Info

Investment fund specialist for Illinois fiduciary projects performing due diligence and menu design.

Agency

Illinois → Human Resources

NAICS

523930 - Investment Advice

Place of Performance

Chicago, IL, 60601, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-551HDA-HUMTR-B-50882.

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

View the prime solicitation

26-551HDA-HUMTR-B-50882 | Creative Planning Small Purchase Sole Source Conditions

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Timeline

PostedJan 27

subcontract

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Organization & Contact Information

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AgencyIllinois → Human Resources

ContactsNo contacts available

OfficeN/A

Organization / AgencyIllinois → Human Resources

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs initial due diligence and investment menu design for prime contractors on State of Illinois fiduciary service projects. Conducts qualitative and quantitative analysis of potential investment funds, monitors watch lists for underperforming funds, and recommends fund removals. Requires financial analysis software such as Morningstar or Bloomberg and RIA, CFA, or CFP certification. Delivers due diligence reports, proposed menu designs, and monitoring reports.

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