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Portfolio Transaction Analyst

TEEMA Solutions Group, New York, New York, us, 10261

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Certified Contractor Roles:

Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem

– https://initiosphere.org Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approval scope) About Initio Sphere

Initio Sphere is a full-service private capital ecosystem where capital meets talent. We support fund managers, investors, operators, and finance professionals across private markets by combining deal flow, analyst talent, investor relations, networking, training, and job placement into a single integrated platform. Our mission is to create real earning opportunities and verified credibility for serious private capital professionals. Portfolio Transaction Analysts do not wait months for placement—once verified, they can immediately begin earning income by supporting active portfolio transactions across our network. Role Overview

Initio Sphere is seeking qualified finance professionals to join as

Certified Portfolio Transaction Analysts . This is

not a traditional employment role . Analysts operate as independent contractors and are activated through Initio Sphere’s certification, verification, and approval process. Are promoted within the Initio Sphere platform Gain access to active portfolio-level deal flow and paid analytical work Support investors, fund managers, and operators across multiple concurrent transactions Assist with acquisition, add-on, recapitalization, and exit processes Build a verified transaction track record and Analyst Rating Score Rating Score:

90–100 Pay:

$150–$200/hour Typical Background: Former investment banking, private equity, venture capital, real assets, or senior consulting professionals with 5+ years of portfolio and transaction execution experience Rating Score:

80–89 Pay:

$100–$150/hour Typical Background: Finance professionals with 3–5 years of experience supporting multi-deal pipelines, modeling, valuation, or transaction diligence Rating Score:

60–79 Pay:

$50–$100/hour Typical Background: Entry to mid-level analysts with strong technical skills and exposure to transaction support or portfolio analytics What You’ll Do (Approval-Based)

Portfolio Transaction Analysts are engaged based on

category-specific approvals , earned through assessment and performance—not tenure. Transaction Modeling & Valuation

Build and maintain 3-statement transaction models Perform commercial real estate and operating company underwriting Conduct DCF, LBO, and add-on acquisition modeling Run sensitivity, scenario, and downside analyses Prepare comparable company and precedent transaction analyses Develop football field valuation summaries Portfolio-Level Transaction Support

Track and analyze performance across portfolio companies Support bolt-on acquisitions, recapitalizations, and exits Analyze transaction synergies, integration impacts, and returns Monitor covenant compliance and capital structure changes Perform Quality of Earnings (QoE) analysis Support commercial, financial, and operational diligence Assist with data room review and diligence coordination Contribute to investment memos, IC materials, and exit packages Analysts may only perform work in categories for which they are explicitly approved. How Analysts Start Earning

Complete the Analyst Certification Assessment or approved training Receive category-specific approvals (Transaction Modeling, Valuation, Due Diligence, Portfolio Analysis) Become verified on the Initio Sphere platform Begin earning immediately through hourly projects and live portfolio transaction work No cold applications. No unpaid “experience.” Verified Portfolio Transaction Analysts are actively promoted to investors and deal sponsors. To qualify, candidates must meet

at least one

of the following: Score

≥70%

in at least one category of the Analyst Certification Assessment Completion of Initio Sphere Financial Training Active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent) Analyst Rating Score

Each analyst receives a

0–100 Analyst Rating Score , which determines: Platform visibility and deal access Approved work categories Recommended hourly rates Scores are dynamically updated based on performance quality, responsiveness, and sponsor feedback. Compensation & Deal Terms

Analysts operate as

independent contractors , not employees Hourly rates depend on Rating Score and approval level Analysts may earn up to

10% of the first $100,000

in transaction fees Maximum deal-based earning:

$2,500 per transaction Payments issued only after successful deal completion and fee collection Initio Sphere reserves the right to revoke approvals for quality or compliance issues Compliance Notice

Provide investment advice Solicit or sell securities Represent Initio Sphere in a regulated capacity All work is limited to analytical, diligence, and transaction support functions and must comply with applicable securities laws. Why Join Initio Sphere

Immediate earning potential once verified Direct exposure to active portfolio transactions Platform-driven credibility and analyst promotion Long-term upside through deal repetition and network growth A single ecosystem for portfolio execution, capital, and career growth

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