CLOSING DATE AND TIME: MAY 30, 2022 @ 12:00 PM EST
The WB Treasury oversees and executes Treasury Asset Management services for its internal portfolios and external clients. The Pre-Trade Surveillance (PS) team resides within the Treasury Risk, Compliance, and Control unit and provides pre-trade monitoring support to portfolio managers. As the number of clients and complexity of investment mandates has steadily grown over the years, the PS team is seeking a vendor to provide consulting services, with the objective of performing a review of the existing pre-trade rules, and an assessment to optimize the existing pre-trade rules framework. Assignment also includes considering relevant industry best practices to support a comprehensive pre-trade rules reference guide on rule construction and maintenance. The primary goal is to establish an efficient and sustainable pre-trade monitoring framework.
Solicitation can be requested anytime while the bid advertisement is open. Bid advertisement open until May 27, 2022, 12.00 PM. Proposals due May 30, 2022, 12.00 PM EST. The solicitation may be obtained by sending an email referencing the following information:
1. Solicitation Number
2. Company Name
4. Contact Person Name and Title
5. Contact's Email Address
Upon receipt of the above information, a copy of the solicitation will be sent to organizations that have replied to and are eligible to receive this advertisement. All requests and questions regarding this solicitation shall be directed to the following designated Corporate Procurement Associate, Chidambara Vani - email@example.com with a copy to Category Manager:Catarina Thomaz - firstname.lastname@example.org.