Investment Management and Advisory Services

Overview

Financial, Legal, HR & Staffing

Santa Clarita, California, United StatesPosted about 1 month agoDeadline: April 30th, 2026

Fit Score

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SUMMARY

The City of Santa Clarita, California seeks a firm to manage and advise on a $500 million investment portfolio, including portfolio oversight, reporting, policy review, and market analysis for a three-year term.

KEY REQUIREMENTS

Must have extensive experience in managing investment portfolios with similar structure and risk appetite
Must be able to answer questions from the City's Finance personnel and members of the Investment Committee
Must provide proof of insurance including Commercial General Liability, Professional Liability, Business Automobile Liability, and Workers Compensation
Must be registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 if applicable
Must comply with all federal, state, and local laws, ordinances, rules and regulations
Must provide a detailed fee schedule fully inclusive of all costs
Must provide references for services provided in the last five years similar in scope and nature
Must be able to provide a timeline and detailed plan for the transition of the portfolio

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

36 months

TIMELINE

Solicitation advertisement: April 1st, 2026

Last day for questions: April 24th, 2026

Return of proposals: April 30th, 2026

Evaluations of proposals: May 1st, 2026 to May 8th, 2026

Possible Interviews/Demo: May 11th, 2026 to May 15th, 2026

Contract award: June 9th, 2026

QUESTION DEADLINE

April 24th, 2026

Issuing Agency

City Of Santa Clarita

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DESCRIPTION

A government authority located in Santa Clarita, California is seeking a qualified vendor to provide investment management and advisory services for an approximately $500 million investment portfolio. The selected firm will be responsible for the comprehensive management of the investment portfolio, including monitoring the creditworthiness of financial institutions and investments, evaluating market risk, and developing strategies to minimize portfolio impact.

Key duties include preparation of reports, graphs, and tables for the monthly treasurer's report, conducting technical and fundamental market research such as yield curve analysis, and providing interest income estimates and forecasts to support budget planning. The contractor will annually review and recommend amendments to the investment policy and provide ongoing credit analysis of investment instruments held. The initial contract period is slated for three years, with all questions related to the RFP due by April 24, 2026.

Source attribution

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