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Investment Portfolio Administration and Reporting Services

Active

State & Local

Response Deadline09/24/2026, 10:00:00 PM UTC

Contract Overview

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

General Info

Agency

Massachusetts → MA001 - MassHousingView Agency

NAICS

541219 - Other Accounting ServicesView NAICS

Place of Performance

Floor Boston, MA, 02108, USA

Set-Aside

NONE

Documents

This scope was carved out of BD-23-1213-MA001-MA001-132092.

The full solicitation package (27 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Management and Advisory Services

AI Contract Breakdown

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Timeline

PostedAug 4

subcontract

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 10:00:00 PM UTCin 18 days

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Organization & Contact Information

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AgencyMassachusetts → MA001 - MassHousing

ContactsNo contacts available

OfficeN/A

Organization / Agency

Massachusetts → MA001 - MassHousing

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs back-office administrative functions for prime contractors on MassHousing investment projects. Tracks and records CUSIPs, coupon rates, and maturity dates; calculates Weighted Average Life (WAL) and Duration; and maintains cash flow models. Utilizes investment accounting software and financial data feeds like Bloomberg or Reuters. Requires GLBA and FCRA compliance. Delivers transaction reports, portfolio valuation summaries, and settlement data.

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