Investment Consulting Services

Location:

Phoenix, Arizona, United States

Posted on:

Deadline:

Summary:

Phoenix, Arizona is seeking a provider for investment consulting services, including portfolio advice, due diligence, valuation, and compliance reporting across multiple asset classes.

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A government authority in Phoenix, Arizona is seeking an experienced vendor to provide comprehensive investment consulting services covering private equity, private real estate, private credit, public markets, and compliance reporting. The selected firm will deliver portfolio strategic advice, including ongoing guidance on both strategic and tactical investment decisions, portfolio construction, and the identification and assessment of tactical and opportunistic investment themes for implementation.

The consultant's responsibilities include providing investment advice and due diligence, organizational assessment of culture, valuation, monitoring, and compliance services, as well as fee analysis and monitoring. The scope also involves valuation and fee analysis reporting, validation, monitoring, and approval of capital calls and distribution processing services. Specialized advice is required for private real estate, private credit, and public markets investment projects, with additional emphasis on compliance reporting across all asset classes. Prospective vendors must submit all questions related to this RFP by April 20, 2026.

Best-fit vendors:

• Established investment consulting firm with expertise across private equity, real estate, credit, and public markets

• Demonstrated experience serving government or public sector clients

• Strong background in compliance reporting and fee analysis

• Capacity to provide strategic, tactical, and operational investment advice

• Presence or ability to serve clients in Arizona

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.