Professional Financial and Investment Manager Services
Overview
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SUMMARY
DESCRIPTION
A government authority in Montgomery, Alabama is seeking professional financial and investment manager services for its agency self-insurance trust funds. The selected provider will support funds covering property insurance for state-owned properties, liability defense and indemnity for state employees, liability defense and indemnity for local education employees, and on-the-job injury benefits for state employees.
The provider will be responsible for tracking and recording transactions, profits, and losses in substantial detail. It must demonstrate knowledge of and experience in the investment and insurance industries, as well as the ability to analyze, understand, and communicate the growth, diversification, and liquidity needs of each self-insurance trust fund.
The contract period will be one year.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 20, 2026.
- Who is a good fit for this opportunity?
- Financial and investment management firm with insurance industry expertise
- Demonstrated experience managing institutional or government self-insurance funds
- Strong capabilities in investment analysis, diversification, liquidity planning, and risk management
- Proven financial reporting and transaction-recording processes
- Experience serving public-sector or government clients
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.