Banking and Investment Services $52,025,000 (Estimated) - General Improvement Bonds Series 2026

The Ocean County Board of Commissioners is seeking a firm to provide banking and investment services for a one-year contract term. The successful vendor will be responsible for directing investments, placing orders for securities, providing independent confirmation of transactions, monitoring creditworthiness, and providing regular statements and reports. The vendor must have at least five years of experience in providing banking and investment services. The key aspects of the job include: • Directing investments and managing assets • Providing independent confirmation of securities transactions • Monitoring creditworthiness of investments • Providing regular statements and reports • Complying with relevant laws and regulations • Maintaining required insurance coverage • Cooperating with the County's auditing and accounting procedures