Investment Advisory Services

Overview

Financial, Legal, HR & Staffing

New York, New York, United StatesPosted 16 days agoDeadline: May 13th, 2026

Fit Score

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SUMMARY

A New York government authority seeks investment advisory services, including portfolio analysis, reporting, and long-term strategic recommendations.

KEY REQUIREMENTS

Must be lawfully authorized to do business in New York State
Must be registered under the Investment Advisers Act of 1940
Lead Manager must have at least 10 years of experience in providing similar financial investment services
At least one Portfolio Manager must have at least 10 years of experience in providing similar financial investment services
Must provide a copy of ADV Form, Part II
Must provide most recent Audited Financial Statements or most recent tax return
Must provide IRS Form W-9
Must maintain required insurance coverage including Commercial General Liability, Automobile Liability, Workers' Compensation, Professional Liability, Third Party Crime, and Data Breach/Cyber Liability

BUDGET

Estimate

$150,000 – $500,000

CONTRACT DURATION

36 months

TIMELINE

RFP Issued: April 22nd, 2026

Deadline to Submit Questions: May 1st, 2026

BPCA's Response to Substantive Questions: May 6th, 2026

Proposal Due Date: May 14th, 2026

Proposer Interviews: May 20th, 2026

Contract Start Date: October 2026

QUESTION DEADLINE

May 1st, 2026

Issuing Agency

Battery Park City Authority

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in New York is seeking a qualified vendor to provide comprehensive investment advisory services. The consultant will deliver a wide range of financial investment and advisory solutions, including necessary labor and materials to fulfill all requirements. Responsibilities include reviewing the suitability of current investment benchmarks, assessing investment performance against appropriate benchmarks, and analyzing performance for each asset class.

The selected firm will provide written monthly performance analyses and quarterly investment reports detailing individual portfolio performance as well as aggregate asset class results. The consultant will recommend long-term investment strategies, evaluate the potential benefits of active and passive management approaches, and support portfolio management activities by recommending corrective actions as market conditions change. Additional tasks involve competitive solicitation and documentation of investment bids, reporting on gains and losses, interest accruals, data transfers, account reconciliations, and compiling trade tickets.

The contract is set for a one-year term. Vendors must submit all questions regarding this opportunity by May 1, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.