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Municipal Investment Advisory Services

Active

State & Local

Response Deadline11/06/2026, 03:00:00 PM UTC

Contract Overview

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

AI Contract Overview

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The City of Linden Purchasing Department in New Jersey is seeking a subcontractor for Municipal Investment Advisory Services. The selected provider will perform strategic investment advisory and portfolio analysis for prime contractors offering banking services to the city. Key responsibilities include analyzing market trends, recommending financial products, developing cost control strategies, and ensuring all activities comply with public sector regulations through the use of Bloomberg Terminals or financial modeling software. Qualified candidates must hold CFA or CFP certifications to deliver essential investment strategy reports and quarterly earnings analyses. This opportunity is categorized under NAICS code 523910, with the place of performance located in Linden, New Jersey. Interested parties must submit their responses by the deadline of November 6, 2026.

General Info

Linden, NJ seeks certified investment advisors for municipal portfolio analysis by November 6, 2026.

Agency

New Jersey → City of Linden Purchasing Department

NAICS

523910 - Miscellaneous Intermediation

Place of Performance

Linden, NJ, 07036, USA

Set-Aside

NONE

Documents

This scope was carved out of 584.

The full solicitation package (15 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Banking Services

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Timeline

PostedOct 2

subcontract

Response DeadlineNov 6

Submission deadline

Response Deadline

11/06/2026, 03:00:00 PM UTCin 10 days

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Organization & Contact Information

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AgencyNew Jersey → City of Linden Purchasing Department

ContactsNo contacts available

OfficeN/A

Organization / AgencyNew Jersey → City of Linden Purchasing Department

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs strategic investment advisory and portfolio analysis for prime contractors providing banking services to the City of Linden. Analyzes market trends, suggests financial products, develops cost control approaches, and ensures alignment with public sector regulations using financial modeling software or Bloomberg Terminals. Requires CFA or CFP certifications. Delivers investment strategy reports and quarterly earnings analysis.

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