Description
The State Treasurer's Office of Maryland is seeking an investment advisor to provide services for various programs, including the Maryland College Prepaid Trust, Maryland College Investment Plan, Maryland ABLE plans, the Maryland Local Investment Pool, and the State's General Fund portfolio. The advisor will be responsible for providing investment advice, managing the portfolios, and ensuring compliance with regulations. The contract term is for five years, with two one-year renewal options. The proposal should include a technical proposal and a financial proposal, and the evaluation committee will consider factors such as the offeror's experience, qualifications, and pricing.
Key aspects of the job include:
• Providing investment advice for various programs
• Managing portfolios and ensuring compliance with regulations
• Submitting monthly and quarterly reports
• Participating in meetings and presentations as needed
• Collaborating with the State Treasurer's Office and other stakeholders