Logo
job logo

Transaction Diligence Specialist

Nichols College, Dudley, Massachusetts, us, 01571

Save Job

and the job listing Expires on March 9, 2026 Overview

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 transactions are supported by verified diligence expertise. We serve fund managers, investors, sponsors, and operators across private markets by integrating deal flow, transaction diligence specialists, investor relations support, training, and placement into a single platform. Our mission is to deliver rigor, credibility, and immediate earning potential for serious private capital professionals. Once verified, specialists gain immediate access to live diligence engagements tied to active transactions—no waiting periods, no unpaid work, and no simulated assignments. Role Overview

Initio Sphere is seeking qualified finance professionals to join as

Certified Transaction Diligence Specialists . This is

not

a traditional employment role. Specialists operate as independent contractors and are activated through our certification, verification, and approval process. Once approved, Transaction Diligence Specialists: Are promoted within the Initio Sphere platform Support investors, fund managers, and sponsors during active transaction diligence Execute financial, commercial, and operational diligence workstreams Identify risks, red flags, and value drivers prior to deal execution Build a verified transaction diligence track record and Analyst Rating Score Rating Score & Pay Tiers

Rating Score:

90–100 —

Pay:

$150–$200/hour —

Typical Background:

Former private equity, investment banking, transaction advisory, Big Four diligence, or senior consulting professionals with 5+ years of transaction diligence experience. Rating Score:

80–89 —

Pay:

$100–$150/hour —

Typical Background:

Finance professionals with 3–5 years of experience executing financial, commercial, or operational diligence on live transactions. Rating Score:

60–79 —

Pay:

$50–$100/hour —

Typical Background:

Entry to mid-level analysts with strong analytical skills and experience supporting diligence or transaction analysis. What You’ll Do (Approval-Based)

Depending on certification approvals, Transaction Diligence Specialists may be engaged for: Quality of Earnings (QoE) analysis Revenue, margin, and cash flow sustainability review Working capital and normalization analysis Historical financial performance validation Market sizing and competitive landscape analysis Customer, supplier, and concentration risk assessment Cost structure and operational scalability review KPI analysis and performance benchmarking Identification of key transaction risks and red flags Downside scenario and stress testing Diligence findings summaries and risk matrices Diligence section support for investment memos and IC materials Supporting Financial Analysis (as Approved) Targeted financial modeling to validate diligence conclusions Sensitivity and scenario analysis Data room review and issue tracking Analysts may

only

perform work in categories they are approved for. Approvals are earned through assessment results and demonstrated diligence rigor—not tenure. How Analysts Start Earning

Complete the Transaction Diligence Specialist Certification Assessment or approved training Receive category-specific approvals (Due Diligence, Risk Analysis, Financial Review) Get verified on the platform Begin earning immediately through hourly diligence engagements on live transactions No cold applying. No unpaid “experience.” Verified specialists are actively staffed onto diligence workstreams. To qualify, you must meet at least one of the following: Score ≥70% in at least one category of the Analyst Certification Assessment Complete Initio Sphere Financial or Transaction Diligence Training Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent) Analyst Rating Score

Each Transaction Diligence Specialist receives a

0–100 Analyst Rating Score , which determines: Visibility to investors and diligence leads Approved diligence work categories Recommended hourly rates Eligibility for higher-complexity and higher-impact diligence 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, rigor, 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 diligence work tied to live transactions Platform-driven credibility and investor visibility Long-term upside through repeated deal exposure A single ecosystem for diligence expertise, capital access, and career growth

#J-18808-Ljbffr