Event NameSenior International Trade & Investment Advisor Business UnitDepartment of Commerce Event IDEVT0009323 Event StatusPosted Contact InformationPhillip L Curtis DescriptionSenior International Trade & Investment Advisor-Part TiumeEvent Start Date08/11/2023 04:30 PM CST Event End Date09/15/2023 02:00 PM CST Event Round1 Event Version1 View Bid Package
TCNPSC SENIOR TRADE AND INVESTMENT ADVISOR FOR THE WEST AFRICA TRADE AND INVESTMENT HUB ACTIVITY Solicitation ID/Procurement Identifier: 72062020B00002 Ultimate Completion Date: Tue Apr 04 17:00:00 GMT 2023
MINIMUM SERVICE REQUIREMENTS: The Investment Advisor shall; Be a registered Investment Advisor as defined and regulated by the Securities and Exchange Commission or the Texas State Securities Board; Be either completely independent of any financial institution or securities brokerage firm; or fully and continuously disclose any relationships with such financial institution or securities brokerage firm, and further disclose any commissions, bonuses
The Treasury Services Office of the Finance Department is responsible for debt management, investment management, and banking activities for the City of Raleigh. Other functions of the Office include financial modeling and analysis, revenue projections, and departmental budget development.
Key personnel includes investment officers, portfolio managers, and analysts. 2. Complete the following chart: Firm Total International Small Cap Equity Total Full-time Employees Portfolio Managers Research Analysts Market Strategists/Economists Other Research 10 Customer Service Marketing/Sales Trading Account Supervision/Performance Administration/Office Management Other __________________ TOTAL 3.
Offerors confirms in having a positive net worth as of the date of its proposal and shall maintain a positive net worth for the duration of any contract entered into with either Authority. A statement of concurrence is required. iv. Investment advisory and consultation services are a primary source (i.e., at least 50%) of revenue for the offeror.
The Investment Advisor will prepare and present Quarterly reports and an Annual Investment report, including both the internal and externally managed portfolios, and monthly reports of the externally managed portfolio to the County's Chief Financial Officer and Assistant Chief Financial Officer.
