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This Pre-Solicitation opportunity from Department Of Housing And Urban Development was posted on January 22, 2010. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Securitized Transaction Financial Advisor

Closed
R-OPC-2010-TK-0000Federal

Contract Overview

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

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NAICS: 523110
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Investment Broker-Dealer ServicesThe San Jacinto Community College District is seeking a subcontractor to provide professional investment brokerage and dealer services for its investment portfolio projects. The selected provider will be responsible for executing authorized transactions, delivering market analysis, providing comparable security data, and resolving any settlement discrepancies. To be eligible, the contractor must be a member of the SIPC, hold a FINRA CRD number, and be registered with the Texas State Securities Board. All operations must strictly adhere to the Texas Public Funds Investment Act. This opportunity is listed under NAICS code 523110, with a response deadline of November 4, 2026.
SAN JACINTO COLLEGE DISTRICT

POSTED

5 days ago

DEADLINE

in 14 days
NAICS: 523110
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State Tax Credit Investment and ManagementThis subcontract involves the investment and management of state tax credit authorizations for prime contractors on New Jersey Housing and Mortgage Finance Agency financial auction projects. Participants are required to submit electronic bids through the Euna portal with a minimum pricing calculation of 0.80 dollars per dollar of tax credit. Each purchase must maintain a minimum face value of 250,000 dollars and requires the delivery of a completed Bid Form along with the necessary payment for authorizations. Compliance is a critical component of the agreement, requiring bidders to certify that they are not involved in prohibited activities within Russia, Belarus, or Iran, and that they remain in full compliance with OFAC regulations. The solicitation is managed by the New Jersey Housing and Mortgage Finance Agency, with a response deadline set for November 30, 2026.
Nj Housing And Mortgage Finance Agency

POSTED

6 days ago

DEADLINE

in about 1 month
NAICS: 523110
New
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Investment Research and Asset Analysis ServicesThis 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.
Utah

POSTED

6 days ago

DEADLINE

in 23 days
NAICS: 523110
International
Market Engagement and Investment SpecialistThe Market Engagement and Investment Specialist subcontract supports prime contractors on Great British Energy Nuclear SMR projects by facilitating engagement with private sector investors and financial institutions. The primary objectives include identifying potential funding partners, analyzing market appetite for nuclear SMR investments, and providing strategic advice on investor requirements for hybrid funding models. To achieve these goals, the selected provider must utilize investor databases and market intelligence tools to deliver comprehensive market engagement reports and detailed investor feedback analysis. This opportunity is categorized under NAICS code 523110 and was posted on October 14, 2026, with a response deadline of November 12, 2026. A critical requirement for participation is the execution of a mutual non-disclosure agreement to protect sensitive project information. The contract is managed by Great British Energy Nuclear and focuses on securing the financial frameworks necessary for the deployment of small modular reactor technology.
Great British Energy - Nuclear

POSTED

7 days ago

DEADLINE

in 22 days
NAICS: 523110
SLED
Co-Managing Underwriter (Tier 2)This subcontract opportunity is for a Tier 2 Co-Managing Underwriter to provide syndicate support for prime contractors on bond issuance projects for the New York State Department of Homes and Community Renewal. The selected provider will be responsible for executing distribution strategies, conducting investor outreach, and managing marketing efforts to ensure the successful execution of bond offerings. To be eligible, firms must maintain registration with the SEC, FINRA, and or MSRB, and must operate a physical office within New York State. Additionally, contractors are required to carry at least 1 million dollars in professional liability insurance. The solicitation was posted on October 14, 2026, with a response deadline of November 12, 2026.
NYS Department of Homes & Community Renewal

POSTED

8 days ago

DEADLINE

in 21 days
NAICS: 523110
SLED
Senior Managing Underwriter (Tier 1)The Senior Managing Underwriter (Tier 1) subcontract for the New York State Department of Homes and Community Renewal involves leading the underwriting syndicate for prime contractors on bond issuance projects. The selected provider is responsible for structuring and pricing bonds, coordinating the overall underwriting process, managing order books and allocations, and executing final bond transactions. Key deliverables include the completed bond transactions and detailed pricing reports. To qualify, firms must maintain registration with the SEC, FINRA, and or MSRB, and must possess a physical office located within New York State. Additionally, contractors are required to carry at least 1 million dollars in professional liability insurance. The solicitation was posted on October 14, 2026, with a response deadline of November 12, 2026.
NYS Department of Homes & Community Renewal

POSTED

8 days ago

DEADLINE

in 21 days
NAICS: 523110
SLED
Fund Trust and Investment ManagementThis subcontract for Fund Trust and Investment Management provides fiduciary and financial management services for prime contractors managing Eugene Water and Electric Board fund administration projects. The selected provider will serve as the financial repository, managing the investment of funds in interest-bearing accounts and executing distributions to designated projects through secure accounting and investment platforms. To qualify, the provider must hold recognized financial institution fiduciary certifications and is responsible for delivering managed investment accounts along with detailed financial distribution reports. The opportunity is categorized under NAICS code 523110 and is associated with the Purchasing Public Utility in Oregon, with a response deadline set for November 2, 2026.
Purchasing Public Utility

POSTED

19 days ago

DEADLINE

in 12 days
NAICS: 523110
SLED
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POSTED

20 days ago

DEADLINE

in 26 days
NAICS: 523110
SLED
Municipal Bond Co-ManagerThe Municipal Bond Co-Manager subcontract for San Diego County involves providing specialized underwriting and distribution services for municipal securities related to county financing projects. The selected provider will work alongside prime contractors to participate in financing-team meetings, conduct quantitative market analysis, and execute the purchase and sale of debt instruments. Success is measured by the delivery of accurately priced and sold debt instruments. Operational requirements include the use of municipal bond trading platforms and strict adherence to SEC and MSRB regulations. This opportunity is categorized under NAICS code 523110 and is based in San Diego. Interested parties must submit their responses by the deadline of November 16, 2026.
San Diego County

POSTED

20 days ago

DEADLINE

in 26 days
NAICS: 523110
SLED
Public Fund Investment ComplianceThis subcontract for Public Fund Investment Compliance involves providing specialized investment advisory services for prime contractors working on Brazos River Authority depository projects. The primary objective is to monitor investment vehicles to ensure strict adherence to the BRA Investment Policy and to verify that all obligations are backed by the full faith and credit of either the United States or the State of Texas. The selected provider will utilize regulatory databases and investment tracking software to maintain oversight and deliver detailed investment compliance reports. This opportunity is associated with NAICS code 523110 and is managed by the Brazos River Authority in Texas, with a response deadline set for November 3, 2026.
BRAZOS RIVER AUTHORITY

POSTED

22 days ago

DEADLINE

in 13 days
NAICS: 523110
SLED
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Douglas County Board of Commissioners

POSTED

23 days ago

DEADLINE

in 7 days
NAICS: 523110
International
Financial Investment Advisory ServicesThis subcontract for Financial Investment Advisory Services provides strategic financial advice and consultancy for prime contractors working on projects for the East Suffolk and North Essex NHS Foundation Trust. The scope of work includes developing investment policy statements, analyzing market trends and risks, and advising on the legal and regulatory constraints associated with NHS charitable fund investments. To execute these duties, the provider will utilize financial modeling software and market analysis tools to deliver comprehensive investment strategy documents and risk reports. The contract requires strict adherence to professional standards, necessitating compliance with CFA, CISI, and FCA regulations. Classified under NAICS code 523110, the services are centered on supporting the financial stability and strategic growth of the trust's investment portfolios. The engagement was posted on September 15, 2026, and is managed by the East Suffolk and North Essex NHS Foundation Trust.
East Suffolk And North Essex Nhs Foundation Trust

POSTED

about 1 month ago

DEADLINE

N/A

General Info

Agency

Department Of Housing And Urban Development → Department Hud-Chief Procurement Officer

NAICS

523110 - Investment Banking and Securities Dealing

Place of Performance

DC

Set-Aside

NONE

Documents

1

STFA+SOW+.pdf

PDF

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

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Timeline

1 update
PhaseClosed
Posted

Presolicitation

Notice updated

NAICS code changed from 523110 to 522291. The notice description changed.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyDepartment Of Housing And Urban Development → Department Hud-Chief Procurement Officer
Contacts2 people available
OfficeWASHINGTON, DC, 20410, USA
Organization / AgencyDepartment Of Housing And Urban Development → Department Hud-Chief Procurement Officer
Office AddressWASHINGTON, DC, 20410, USA
Contacts
Virgil O. HightowerContract Specialist
contact@example.gov
+1 (555) 000-0000
Dana Y LongContracting Officer
contact@example.gov
+1 (555) 000-0000

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