Investment Portfolio Manager

Description of Goods or Services to Be Bid:  First Mutual Transportation Assurance Company (“FMTAC”), a New York State licensed captive insurance company subsidiary of the Metropolitan Transportation Authority (“MTA”), hereby solicits a technical and cost proposal for the performance of portfolio management services of FMTAC funds dedicated to its insurance programs.  FMTAC’s intention is to contract with a Portfolio Manager who will (1) advise FMTAC on the best portfolio structure to meet the goals of its insurance program funds; (2) advise FMTAC on the proper performance measurements to achieve the goals of the program; and (3) manage the portfolio to meet the investment goals. The Portfolio Manager has a fiduciary responsibility in managing FMTAC’s assets.

(X) PRE-BID CONFERENCE          DATE:   03/25/2024                 TIME: 2:00 PM EST 

Virtual via Microsoft Teams- Prospective suppliers who wish to participate in the Pre-Proposal Conference are requested to notify Alexander Botkhin at abotkhin@mtabsc.org no later than 2:00pm on Friday March 22^nd. 

Type Of solicitation:  RFP                                     Price for Bid Documents: $0                                 Document Availability Date:  03/04/2024.

Eligibility/ Qualifications Requirements/ Preferences

Visit our website at  https://new.mta.info/doing-business-with-us/procurement/mta-headquarters for more details and information on obtaining bid documents.