Foundation Banking and Investments (2023-F1)

This solicitation seeks a qualified vendor to provide banking and investment management services for the WSU Tech Foundation’s endowment and related financial assets. The contractor will be responsible for overseeing banking relationships, executing investment strategies, ensuring compliance with fiduciary standards, and delivering regular financial reporting to the foundation’s board. • Manage day‑to‑day banking operations, including cash management, wire transfers, and account reconciliation. • Develop and implement investment policies, asset allocation, and performance monitoring for the foundation’s portfolio. • Provide quarterly and annual financial statements, compliance reports, and advisory support to the foundation’s leadership.