This Subcontract opportunity from Massachusetts was posted on August 4, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Specialized Investment Advisory Services

Closed

State & Local

Submission Closed09/24/2026, 06:00:00 PM EDT

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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Nj Housing And Mortgage Finance Agency

POSTED

22 days ago

DEADLINE

in 23 days

AI Contract Overview

This subcontract for Specialized Investment Advisory Services supports prime contractors on MassHousing investment projects by providing expert guidance on niche asset classes. The scope of work involves analyzing Mortgage-Backed Securities, specifically focusing on weighted average coupons and payment delays, while performing yield analysis and price discovery for complex securities. These tasks are executed using quantitative financial modeling and specialized MBS valuation software to deliver comprehensive risk analysis reports and investment recommendations. The contract requires key personnel to hold CFA designations to ensure a high level of financial expertise. Interested parties must respond by September 24, 2026, for this opportunity based in Boston, Massachusetts. The services fall under NAICS code 523110 and are managed by MassHousing.

General Info

MassHousing subcontract for CFA-led MBS investment advisory services in Boston by September 2026.

Agency

Massachusetts → MA001 - MassHousing

NAICS

523110 - Investment Banking and Securities Dealing

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 (51 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

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PhaseClosed

PostedAug 4

subcontract

Response DeadlineSep 24

Deadline has passed

Submission Closed

09/24/2026, 06:00:00 PM EDT

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Organization & Contact Information

AgencyMassachusetts → MA001 - MassHousing

ContactsNo contacts available

OfficeN/A

Organization / AgencyMassachusetts → MA001 - MassHousing

Office AddressN/A

ContactsNo contact information available

Full Description

Provides expert advisory services for niche asset classes for prime contractors on MassHousing investment projects. Analyzes Mortgage-Backed Securities (MBS) fields including WAC and payment delays, performs yield analysis, and executes price discovery for complex securities. Uses quantitative financial modeling and MBS valuation software. Requires CFA designations for key personnel. Delivers investment recommendations and risk analysis reports.