Investment Consultant Services

The City of Phoenix is seeking investment consulting services for a five-year term commencing on or about November 1, 2025. The selected consultant will provide financial and investment advisory services to the City's Deferred Compensation Program, which includes a 401a/457b and a Post Employment Healthcare Plan with assets of approximately $3.5 billion. The consultant will be responsible for providing a full range of financial and investment advisory services, including investment consulting, portfolio management, and performance reporting. The City is looking for a consultant with at least 10 years of experience working with public deferred compensation, defined contribution, and post-employment healthcare plans. Key aspects of the job include: • Providing investment consulting services to the City's Deferred Compensation Program • Managing and reporting on the program's investments • Ensuring compliance with all applicable laws and regulations • Providing excellent customer service to the City's employees and retirees • Collaborating with the City's staff and other stakeholders to achieve the program's goals and objectives