Financial Advisor Services
Location:
South Jordan, Utah, United States
Posted on:
Deadline:
Summary:
The City of South Jordan, Utah requests proposals for financial advisor services focused on supporting all aspects of bond issuance, structuring, and ongoing analysis.
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The government authority in South Jordan, Utah, is seeking a vendor to provide comprehensive financial advisor services. The selected advisor will support the agency with preparation of supporting data, bond market information, assistance in obtaining bond ratings, and investor negotiations related to the issuance of bonds, notes, refunding bonds, and other financial instruments.
Key responsibilities include ongoing advisory on both proposed and existing bond issues, preparation and presentation of information to rating agencies and bond insurance companies, and structuring of bond issues. The advisor will review official statements, coordinate the particulars of issuing bonds, and interface with bond counsel as required.
Additional tasks involve analyzing the financial impact of project costs, preparing cash flow projections and rate implications, studying and recommending optimal structuring and methods for financings, and providing detailed payment schedules as well as bond sizing analysis to the agency.
Best-fit vendors:
• Proven experience as financial advisors for government agencies
• In-depth knowledge of municipal bonds and public financing instruments
• Capability to prepare and present information to rating agencies and insurance companies
• Experience coordinating with bond counsel and advising on bond structuring
• Strong background in cash flow analysis and financial modeling
