Investment Consultant Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
VerifiedCONTRACT DURATION
TIMELINE
Proposals must be received no later than June 23rd, 2026.
Decision on a contractor is expected no later than June 30th, 2026.
Engagement period spans July 1st, 2026, to June 30th, 2027.
Issuing Agency
Connecticut Green Bank
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority located in Hartford, Connecticut is seeking a vendor to provide comprehensive investment consultant services. The selected firm will advise and consult on matters related to investments, including transaction structuring, underwriting, and asset management. Responsibilities include developing and improving financing products through activities such as financial modeling, deal documentation, disbursement processes, and risk management. Vendors will perform economic and financial analysis of clean energy programs and offer research and analytical support to inform program design and execution, while managing communication with both internal and external stakeholders.
The role also encompasses reporting, evaluation, and redesign of existing programs, as well as monitoring and reporting on the achievement of project milestones and budgets. The investment consultant will act as a liaison to financing program applicants and participants, including government entities, investors, developers, bond trustees, and regulatory agencies. Additional duties involve participating in the evaluation of financial partnership requests and conducting due diligence to identify and mitigate credit, financial, operational, and project-specific risks. The contract term is for one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due June 23, 2026.
- What is the budget for this RFP?
- The published budget is $150,000.
- Who issued this RFP?
- It was issued by Connecticut Green Bank. The work is located in Hartford, Connecticut, United States.
- Who is a good fit for this opportunity?
- Proven experience in investment consulting for public sector clients
- Strong background in financial modeling and structuring innovative financing products
- Expertise in clean energy program analysis and risk management
- Demonstrated success in managing complex stakeholder communications
- Ability to perform due diligence and monitor project performance
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