Investment Operations Vendor Questionnaire Services
- Client
- Wisconsin
- RFP Number
- BANKING-8443
- Posted
- —
- Category
- Banking Services
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe government authority located in Wisconsin is seeking a vendor to provide investment operations vendor questionnaire services. The agency requires an organization focused on investment operations, fund accounting, performance and benchmarking, data governance and stewardship, and business resumption. The selected vendor must demonstrate experience with public and private market investment operations, cash flow and valuation processing, operational due diligence, and fee analysis and recalculations. The agency is limiting eligibility to onshore United States organizations only. The selected vendor will perform all required work offsite. The agency has not disclosed a specific budget and is currently looking for proposals to determine the cost of these services.
Key solicitation details
AI-extracted from 1-Investment Operations Vendor Questionnaire.docx. Confirm against the original documents before bidding.
SWIB is seeking organizations to provide investment operations contractor services and create a list of pre-qualified vendors. Eligible vendors are US organizations focused on investment operations, fund accounting, performance, data governance, and business resumption with demonstrable public and private market experience.
- Issued by
- SWIB
- How to submit
- Electronic via the Bonfire solicitation system
- Submission details
- Responses must be submitted via Bonfire, entering answers directly into the document and providing all required forms, rate cards, and certificates.
- Contract term
- Effective on the contract execution date and continues until terminated, with optional additional renewals or extensions.
- Place of performance
- Performance may be fully on site at SWIB's location, fully remote, or hybrid.
- Insurance and bonding
- Most recent Certificate of Insurance is required with submission.
Scope of work
- Alternative Investments processing and due diligence
- Fee analysis and recalculations
- Public Market post trade processing and corporate actions
- Derivative operations and treasury management
- Strategy, Portfolio and Fund accounting
- Performance and Benchmarks
- Data governance, stewardship, and operations risk management
- Business resumption and project management
Minimum qualifications
- Onshore (US Organization Only)
- Company in business at least 2 years, or lead contractor owned with 10 years investment management experience resume
- Company/division leaders have at least 10 years of experience in the investment management industry
- Engagement track-record of 10 or more engagements in the investment management industry
- Contractors must have at least 5 years experience in the investment management industry
- Contractors must possess a bachelor's degree or higher in Accounting, Finance, Business, Management, Economics, or related degree
- Firm or key division derives greater than 50 percent of revenue from investment management engagements
- Engagement track-record with investment management firms of at least 5 engagements in the last 24 months
Documents to include with the bid
- Questionnaire response and any exhibits
- Completed rate card template
- Completed and signed Public Records Acknowledgement form
- Completed and signed Representations and Warranties form
- Completed Due Diligence questionnaire
- Most recent Certificate of Insurance
- Most recent Certificate of Good Standing or business registration certificate
- Signed template MSA
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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