Overview
and the job listing Expires on March 9, 2026
Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approvals)
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 integrating deal flow, portfolio analytics, analyst talent, investor relations, training, and placement into a single platform.
Our mission is to create real opportunity, verified credibility, and immediate earning potential for serious private capital professionals. Once verified, analysts gain immediate access to live portfolio and transaction work across our network—no waiting period, no speculative placements.
Role Overview Initio Sphere is seeking qualified finance professionals to join as
Certified Portfolio & Deal Analysts .
This is
not
a traditional employment role. Analysts operate as independent contractors and are activated through our certification, verification, and approval framework.
Are promoted within the Initio Sphere platform
Gain access to live deal flow and portfolio-level analytical work
Support investors, fund managers, and operators across individual transactions and portfolio monitoring
Contribute to investment analysis, execution support, and post-close performance tracking
Build a verified deal and portfolio track record and Analyst Rating Score
Rating Score:
90–100 Pay:
$150–200/hour Typical Background: Former investment banking, private equity, venture capital, private credit, real estate, or senior consulting professionals with 5+ years of transaction and portfolio management experience.
Rating Score:
80–89
Pay:
$100–150/hour
Typical Background: Finance professionals with 3–5 years of experience spanning deal execution, valuation, and portfolio analytics.
Rating Score:
60–79
Pay:
$50–100/hour
Typical Background: Entry to mid-level analysts with strong technical capabilities in financial modeling, investment analysis, and performance tracking.
What You’ll Do (Approval-Based) Depending on certification approvals, Portfolio & Deal Analysts may be engaged for:
Deal Analysis & Valuation
DCF, LBO, and transaction return modeling
Commercial real estate underwriting (where applicable)
Sensitivity and scenario analysis
Comparable company and precedent transaction analysis
Football field valuation summaries
Portfolio-level return and exposure analysis
Asset performance tracking and variance analysis
Concentration, risk, and downside analysis
LP and internal performance reporting support
Quality of Earnings (QoE) analysis
Commercial, financial, and operational diligence
Risk assessment and investment downside analysis
Investment memo and IC presentation support
Data room review and transaction analytics
Analysts may
only
perform work in categories they are approved for. Approvals are earned through assessment results and demonstrated performance—not tenure.
How Analysts Start Earning Complete the Portfolio & Deal Analyst Certification Assessment
or approved training
Get verified on the platform
Begin earning immediately through hourly engagements and live deal and portfolio work
No cold applying. No unpaid “experience.” Verified analysts are actively promoted to investors, fund managers, and deal sponsors.
To qualify, you must meet at least one of the following:
Score ≥70% in at least one category of the Analyst Certification Assessment
Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)
Analyst Rating Score
Each Portfolio & Deal Analyst receives a
0–100 Analyst Rating Score , which determines:
Visibility across the Initio Sphere platform
Approved work categories
Recommended hourly rates
Eligibility for higher-value, portfolio-level engagements
Compensation & Deal Terms
Analysts are 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, performance, or compliance issues
Compliance Notice
Provide investment advice
Solicit securities
Represent Initio Sphere in a regulated or broker-dealer capacity
All work is strictly limited to analytical, diligence, and financial support functions and must comply with applicable securities laws.
Why Join Initio Sphere
Immediate earning potential once verified
Real deal and portfolio work—not simulations
Platform-driven promotion, credibility, and visibility
Long-term upside through repeated deal exposure and portfolio involvement
A single ecosystem for transactions, portfolio insight, and career growth
#J-18808-Ljbffr
Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approvals)
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 integrating deal flow, portfolio analytics, analyst talent, investor relations, training, and placement into a single platform.
Our mission is to create real opportunity, verified credibility, and immediate earning potential for serious private capital professionals. Once verified, analysts gain immediate access to live portfolio and transaction work across our network—no waiting period, no speculative placements.
Role Overview Initio Sphere is seeking qualified finance professionals to join as
Certified Portfolio & Deal Analysts .
This is
not
a traditional employment role. Analysts operate as independent contractors and are activated through our certification, verification, and approval framework.
Are promoted within the Initio Sphere platform
Gain access to live deal flow and portfolio-level analytical work
Support investors, fund managers, and operators across individual transactions and portfolio monitoring
Contribute to investment analysis, execution support, and post-close performance tracking
Build a verified deal and portfolio track record and Analyst Rating Score
Rating Score:
90–100 Pay:
$150–200/hour Typical Background: Former investment banking, private equity, venture capital, private credit, real estate, or senior consulting professionals with 5+ years of transaction and portfolio management experience.
Rating Score:
80–89
Pay:
$100–150/hour
Typical Background: Finance professionals with 3–5 years of experience spanning deal execution, valuation, and portfolio analytics.
Rating Score:
60–79
Pay:
$50–100/hour
Typical Background: Entry to mid-level analysts with strong technical capabilities in financial modeling, investment analysis, and performance tracking.
What You’ll Do (Approval-Based) Depending on certification approvals, Portfolio & Deal Analysts may be engaged for:
Deal Analysis & Valuation
DCF, LBO, and transaction return modeling
Commercial real estate underwriting (where applicable)
Sensitivity and scenario analysis
Comparable company and precedent transaction analysis
Football field valuation summaries
Portfolio-level return and exposure analysis
Asset performance tracking and variance analysis
Concentration, risk, and downside analysis
LP and internal performance reporting support
Quality of Earnings (QoE) analysis
Commercial, financial, and operational diligence
Risk assessment and investment downside analysis
Investment memo and IC presentation support
Data room review and transaction analytics
Analysts may
only
perform work in categories they are approved for. Approvals are earned through assessment results and demonstrated performance—not tenure.
How Analysts Start Earning Complete the Portfolio & Deal Analyst Certification Assessment
or approved training
Get verified on the platform
Begin earning immediately through hourly engagements and live deal and portfolio work
No cold applying. No unpaid “experience.” Verified analysts are actively promoted to investors, fund managers, and deal sponsors.
To qualify, you must meet at least one of the following:
Score ≥70% in at least one category of the Analyst Certification Assessment
Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)
Analyst Rating Score
Each Portfolio & Deal Analyst receives a
0–100 Analyst Rating Score , which determines:
Visibility across the Initio Sphere platform
Approved work categories
Recommended hourly rates
Eligibility for higher-value, portfolio-level engagements
Compensation & Deal Terms
Analysts are 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, performance, or compliance issues
Compliance Notice
Provide investment advice
Solicit securities
Represent Initio Sphere in a regulated or broker-dealer capacity
All work is strictly limited to analytical, diligence, and financial support functions and must comply with applicable securities laws.
Why Join Initio Sphere
Immediate earning potential once verified
Real deal and portfolio work—not simulations
Platform-driven promotion, credibility, and visibility
Long-term upside through repeated deal exposure and portfolio involvement
A single ecosystem for transactions, portfolio insight, and career growth
#J-18808-Ljbffr