This Government Contract opportunity from North Carolina was posted on March 10, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Participant Investment Advisory Services

Closed

State & Local

Submission Closed04/10/2025, 12:00:00 AM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523920

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Specialized Asset Class Management (Sub-Advisory)The Specialized Asset Class Management subcontract involves providing expert investment management services for the State of Alabama Department of Finance portfolio projects. The selected provider will support prime contractors by managing portfolio construction, asset allocation, and trade execution specifically for fixed income, private equity, and emerging markets. To ensure institutional quality and precision, the contractor must utilize Bloomberg Terminals and risk analytics tools while maintaining strict adherence to GIPS standards and employing CFA certified professionals. The primary deliverables for this engagement include the management of specific sub-portfolios and the delivery of detailed performance reports. This opportunity is categorized under NAICS code 523920 and is associated with the Peace Officer Annuity and Benefit agency. Interested parties must submit their responses by the deadline of November 16, 2026.

PEACE OFFICER ANNUITY &BENEFIT

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DEADLINE

Specialized Fund Management (Sub-Advisory)This subcontract for Specialized Fund Management involves the management of specific asset classes or specialized funds, including mission-aligned and ESG funds, for prime contractors supporting Bristol Community College investment projects. The selected provider will be responsible for portfolio construction and asset allocation utilizing financial analysis tools and portfolio management software to deliver managed investment portfolios and detailed performance reports. The project is based in Fall River, Massachusetts, and requires the contractor to provide a formal Code of Ethics and Form ADV Part 2. Interested parties must submit their responses by November 12, 2026, under NAICS code 523920.

Bristol Community College

POSTED

DEADLINE

Investment Portfolio Manager (Bond Proceeds)This subcontract opportunity is for an Investment Portfolio Manager to provide professional guidance on the investment and management of bond proceeds for prime contractors working on South Jersey Ports projects. The selected provider will be responsible for portfolio management to balance risk and return, monitoring performance against benchmarks through analytics software, and delivering investment policy recommendations and performance reports. A CFA certification is preferred for this role. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026, at 3:00 PM. This requirement falls under NAICS code 523920 and is associated with the South Jersey Ports agency in New Jersey.

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Public Sector Treasury & Investment ManagementThe City of Linden Purchasing Department in New Jersey is seeking a subcontractor for Public Sector Treasury and Investment Management. The selected provider will be responsible for managing investments and maximizing earnings for prime contractors on municipal banking projects by utilizing public sector financial products to increase interest income. Key deliverables include the provision of high-quality, periodic investment performance reports. Qualified candidates must demonstrate a proven history of investment performance within government accounts and must not be disbarred or suspended from professional practice. This opportunity falls under NAICS code 523920, with the place of performance located in Linden, New Jersey. The response deadline for this solicitation is November 6, 2026.

City of Linden Purchasing Department

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Investment Consulting and Fund AnalysisThis subcontract for Investment Consulting and Fund Analysis supports prime contractors on retirement plan projects for the Washington State Board for Community and Technical Colleges. The selected provider will deliver strategic advisory services, including the evaluation of investment funds and managers through quantitative tools and software, the development of investment policies, and the execution of quarterly reviews and annual strategy assessments. Key deliverables include the maintenance of a fund watch list and comprehensive strategy reviews. Qualified candidates must hold Investment Adviser Representative registration and the necessary securities licenses to perform these specialized financial services. The project is categorized under NAICS code 523920 and involves performance across multiple counties. Interested parties should note the response deadline of October 29, 2026.

Community and Technical Colleges, State Board for

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Investment Portfolio Management ServicesThis subcontract for Investment Portfolio Management Services involves the active management of charitable fund portfolios for prime contractors associated with East Suffolk and North Essex NHS Foundation Trust projects. The selected provider will be responsible for implementing investment strategies, executing financial transactions, performing portfolio rebalancing, and monitoring overall performance against established benchmarks. To ensure professional standards, the provider must utilize specialized investment management software and trading platforms. A critical requirement for this contract is that the service provider must hold valid FCA authorization. The primary deliverables include the maintenance of a managed investment portfolio and the provision of periodic performance reports to the trust. This engagement falls under NAICS code 523920 and is managed by the East Suffolk and North Essex NHS Foundation Trust.

East Suffolk And North Essex Nhs Foundation Trust

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403(b) Retirement Plan AdministratorHead Start of Greater Dallas is seeking a subcontractor to serve as the 403(b) Retirement Plan Administrator. The selected provider will be responsible for the daily administration of retirement plans for prime contractors, including managing account balance fees, maintaining detailed plan documentation and work papers for federal and state agency examinations, and acting as a liaison for employee relations. To qualify, the administrator must utilize specialized retirement plan recordkeeping software and maintain professional errors and omissions insurance. The contract focuses on the delivery of managed retirement accounts and the production of comprehensive compliance reports. Interested parties must submit their responses by November 9, 2026, in accordance with the solicitation posted on August 27, 2026. This opportunity falls under NAICS code 523920 and is managed through the Texas state procurement system.

HEAD START GREATER DALLAS, INC

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Active REIT Investment ManagementThis subcontract for the Pension Benefit Guaranty Corporation under the Department of Labor focuses on the active investment management of REIT equities. The selected provider will utilize professional financial data terminals and portfolio management software to execute a repeatable investment process aimed at identifying and selecting equities that outperform designated indices. The primary objective of the contract is the delivery of an actively managed portfolio of REIT equities. Classified under NAICS code 523920, the project requires the implementation of a specific investment philosophy to ensure high-performance results for the prime contractors involved in PBGC projects.

Pension Benefit Guaranty Corporation

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Request for Application (RFA)- NYC Catalyst Fund II

Solicitation # 20251201024

The New York City Economic Development Corporation (NYCEDC) is seeking applications from investment fund managers who are raising capital for investment funds aligned with the NYC Catalyst Fund II program. The program aims to promote economic development within New York City, support NYCEDC’s broader impact goals, and generate financial returns. NYCEDC plans to allocate $25 million to this initiative, with commitments of up to $5 million available for each selected investment fund. Applicants should demonstrate a clear financial return strategy, a strong commitment to New York City, and align their funds with one or more of the following impact areas: supporting diverse entrepreneurship via investments in underrepresented founders, promoting economic mobility by addressing income and wealth disparities through various growth and development pathways, or focusing on high-growth innovation sectors vital to the city's economic future. Selection will be based on the qualifications and reputation of the fund managers, the fund’s investment and impact strategies, proposed financial terms, and the investment track record. NYCEDC emphasizes compliance with all applicable anti-discrimination laws and encourages participation from certified Minority and Women-owned Business Enterprises (M/WBEs). The solicitation remains open until January 2, 2029, or until the allocated funding is exhausted, with applications evaluated continuously. Multiple rounds of question submissions are permitted, with deadlines spanning from early 2026 through late 2028. Interested parties can download the RFA, submit proposals electronically, and direct inquiries to the designated NYCEDC contacts provided.

NYC Economic Development Corporation

POSTED

11 months ago

DEADLINE

in about 2 years

AI Contract Overview

The City of Salisbury in North Carolina is seeking a subcontract for Participant Investment Advisory Services to provide personalized investment advice and retirement income planning. These services will be delivered to plan participants through the Empower Advisory Services My Total Retirement platform. The solicitation was posted on March 10, 2025, with a response deadline set for April 10, 2025. The contract falls under NAICS code 523920, focusing on specialized financial investment services to support the retirement goals of the participants.