Account Managed Platform
Location:
Massachusetts, USA
Posted on:
Jan 16, 2026
Deadline:
Feb 20, 2026
Summary:
Seeking a vendor to provide an account managed platform with services including broker negotiation, compliance, reporting, and audit oversight in Massachusetts.
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(1) Vendor needs to provide account managed platform. • Identification and negotiation with Prime Brokers, Administrators, etc. • Negotiation of Investment Manager Agreements • Risk and Transparency reporting • Legal Support • Compliance Monitoring and Reporting • Tax Reporting • Coordination and oversight of Annual Audits (2) All the questions must be submitted no later than February 6, 2026
