Investment Consultant Services

The Connecticut Green Bank, a government authority located in Hartford, Connecticut, is seeking investment consultant services to advise and consult on matters related to its investments. The agency needs assistance with transaction structuring, underwriting, asset management, and the development of new and existing financing products. To solve these challenges, the selected partner will perform financial modeling, deal documentation, disbursement processes, risk management, and economic analysis of clean energy programs. The scope of work covers providing research and financial support to inform program design, managing communication with internal and external stakeholders, and evaluating existing programs. The agency requires the consultant to monitor project milestones and budgets, serve as a liaison to program applicants and partners, and participate in the evaluation of financial partnerships. Additionally, the consultant must perform due diligence to assess and mitigate credit, financial, operational, and project-specific risks through the review of transaction documents, third-party reports, and project budgets. Eligible bidders must be onshore organizations based in the United States. The agency expects the performance of all work to occur offsite. The contract period will span one year, and the agency is currently looking for proposals to determine the budget. Bidders must submit their responses digitally via email or online, though the agency has not specified further evaluation criteria or key dates in the initial request.