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BANKING-2096 - USA (Westerville, Ohio) - Investment Advisory Services - Deadline March 17,2020

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: BANKING-2096

Government authority located in Westerville, Ohio; USA based organization looking for expert vendor for investment advisory services.

[A] Budget: Looking for Proposal

[B] Scope of Service:

(1) Vendor needs to provide investment advisory services aimed at enhancing the City’s portfolio of short-term and long-term investments to the government authority located in Westerville, OH.
- Issuing transaction advice to the Director of Finance, evidencing the purchase and sale of eligible securities, and provide same transaction advices to the City’s custodian bank, which will include details of the transaction and serve as an authorization to such custodian bank to settle investment
transaction on a delivery vs. payment basis.
- Monitor the credit worthiness of financial institutions and investments in the portfolio.
- For more information describe in documents.
(2) A non-mandatory pre-proposal conference will be held on March 10, 2020.
(3) All question must be submitted no later than March 12, 2020.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 17 March, 2020

Pre-proposal Conference Date : Tuesday, 10 March, 2020

Question Answer Deadline : Thursday, 12 March, 2020

Category : Banking Services

Country : USA

State : Ohio

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