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Investment Research and Asset Analysis Services

Active

State & Local

Response Deadline11/14/2026, 12:00:00 AM UTC

Contract Overview

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

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This subcontract for Investment Research and Asset Analysis Services involves providing specialized financial research and quantitative analysis for prime contractors managing Snow College endowment projects. The scope of work includes conducting internal and external security research, performing breakeven analyses for low-yield security replacement, and analyzing the efficient frontier to optimize returns. The selected provider will utilize Bloomberg terminals and financial modeling software to deliver comprehensive research reports and asset allocation risk/reward spectrums. To ensure professional rigor and regulatory compliance, the contract requires CFA certification and strict adherence to GAAP and GASB standards. This opportunity is categorized under NAICS code 523110 and was posted by the state of Utah. Interested parties must submit their responses by the deadline of November 14, 2026.

General Info

Investment research and asset analysis services for Snow College endowment projects by November 2026.

Agency

NAICS

523110 - Investment Banking and Securities Dealing

Place of Performance

UT, USA

Set-Aside

NONE

Documents

This scope was carved out of SNOC26271023.

The full solicitation package (7 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

SNOC26271023 - RFP - Investment Services

AI Contract Breakdown

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Timeline

PostedOct 15

subcontract

Response DeadlineNov 14

Submission deadline

Response Deadline

11/14/2026, 12:00:00 AM UTCin 26 days

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Organization & Contact Information

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AgencyUtah

ContactsNo contacts available

OfficeN/A

Organization / AgencyUtah

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs detailed financial research and quantitative analysis for prime contractors on Snow College endowment projects. Conducts internal and external research on securities, performs breakeven analysis for low-yield security replacement, and analyzes the efficient frontier to maximize returns. Utilizes financial modeling software and Bloomberg terminals. Requires CFA certification and adherence to GAAP and GASB standards. Delivers research reports and asset allocation risk/reward spectrums.

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