RFP HunterSettle helps teams find, evaluate, and respond to public RFPs.

Investment Advisory and Management Services

Overview

Financial, Legal, HR & Staffing

Newark, New Jersey, United StatesPosted 4 days agoDeadline: May 15th, 2026

Fit Score

Settle Intelligence

Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.

SUMMARY

Seeking vendors for investment advisory and management services for a government authority in Newark, New Jersey.

KEY REQUIREMENTS

Must have at least ten years in business
Portfolio Manager must be registered with appropriate governing authorities, such as SEC and FINRA
Must show evidence of lasting relationships with other non-profit agencies, colleges, or similar entities
Must maintain all required authorizations, permits, licenses, and certifications
Must provide proof of Business Registration Certificate
Must provide evidence of insurance coverage including Commercial General Liability, Auto Liability, Professional Liability, Excess Liability, Worker's Compensation, and Cyber Liability
Must submit a Non-Collusion Affidavit
Must submit a Statement of Ownership Disclosure
Must submit an Affirmative Action Compliance Notice
Must submit an Employee or Relative Disclosure Requirement Form
Must submit a Mandatory Equal Employment Opportunity (EEO) Form
Must submit a Certification of Non-Debarment for Federal Government Contracts

BUDGET

Estimate

$1,500,000 – $3,000,000

CONTRACT DURATION

12 months

TIMELINE

Advertised Date: May 5th, 2026

Last Day for Questions: May 8th, 2026

Bid Due Date and Time: May 15th, 2026

QUESTION DEADLINE

May 8th, 2026

Issuing Agency

Essex County College

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The government authority in Newark, New Jersey is seeking a vendor to provide investment advisory and management services. The selected provider will be responsible for delivering professional investment guidance to support governmental financial objectives and asset management.

Please note that this is a preliminary information notice and the main RFP document is not currently available.

Source attribution

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

Similar RFPs

Investment Advisory and Management Services | Settle RFP Hunter