Investment Advisory Services - MEDA

The Moffat Economic Development Authority (MEDA) is seeking a qualified team or individual to provide investment advisory services for managing and investing certain funds of MEDA. The selected applicant will be responsible for general financial analysis, advice, and recommendation for investment decisions, as well as assisting with the amendment of MEDA's investment policy. The scope of work includes researching investment options, developing a risk assessment, and advising on preparation of materials for interactions with board members, stakeholders, and the public. • The applicant must be a registered investment advisor with appropriate finance licenses and certifications. • The applicant should have experience in providing financial and investment advisory services for public entities, particularly those with investment policies and objectives similar to MEDA. • The applicant must have expertise in investment advisory services, financial modeling, risk assessment, and financial analysis. • The applicant should have knowledge of and/or connections with relevant communities.