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Investment Broker Dealer Services

TexasTexas, USADue Wednesday, November 4, 2026
Client
Texas
RFP Number
BANKING-9508
Posted
10/17/2026
Category
Banking Services
Budget
Looking for Proposals
NAICS
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Set-aside
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Contact
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Description

AI Generated

A government authority in Texas requires a vendor to provide investment broker dealer services on an as-needed basis. The selected vendor must assist the agency in managing its investment portfolio by monitoring market trends, providing competitive pricing, maintaining Public Funds Investment Act knowledge, delivering portfolio reports, and ensuring information security. Only onshore US organizations are eligible to bid, and the performance of work must be onsite. Bidders can submit responses digitally via email or online, and all questions are due by October 27, 2026. The agency specifies a contract period of one year. Bidders must submit proposals detailing their budget, as the buyer is currently looking for proposals.

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