Logo
job logo

Investment Due Diligence Analyst

Nichols College, Dudley, Massachusetts, us, 01571

Save Job

Overview Initio Sphere is a full-service private capital ecosystem where investors access verified diligence talent. We support fund managers, institutional investors, sponsors, and operators across private markets by integrating deal flow, investment diligence analytics, investor relations support, training, and placement into a single platform.

Our mission is to deliver credibility, rigor, and immediate earning potential for serious private capital professionals. Once verified, analysts gain instant access to live diligence engagements tied to real investment decisions—no waiting periods, no simulated work.

Role Overview Initio Sphere is seeking qualified finance professionals to join as

Certified Investment Due Diligence Analysts .

This is

not

a traditional employment role. Analysts operate as independent contractors and are activated through our certification, verification, and approval process.

What You’ll Do

Support investors, fund managers, and sponsors during pre-investment diligence

Perform analytical, financial, and operational diligence on live transactions

Identify risks, red flags, and value drivers prior to capital deployment

Build a verified diligence track record and Analyst Rating Score

Rating Score & Pay

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 hands-on diligence experience.

Rating Score: 80–89



Pay:

$100–150/hour



Typical Background:

Finance professionals with 3–5 years of experience in financial, commercial, or operational due diligence.

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)

Quality of Earnings (QoE) analysis

Revenue, margin, and cash flow sustainability assessment

Working capital and normalization analysis

Historical financial performance review

Market sizing and competitive landscape analysis

Customer, supplier, and concentration risk assessment

Operational scalability and cost structure review

Management performance and KPI analysis

Identification of key investment risks and red flags

Downside scenario and stress testing

Diligence findings summaries and risk matrices

Investment memo, IC, and diligence report support

Supporting Financial Analysis (as Approved)

Targeted financial modeling to validate diligence findings

Sensitivity and scenario analysis

Data room review and issue tracking

Approvals & Work Scope Analysts may

only

perform work in categories they are approved for. Approvals are earned through assessment results and demonstrated diligence quality—not tenure.

How Analysts Start Earning

Complete the Investment Due Diligence Analyst 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 deals

No cold applying. No unpaid “experience.” Verified analysts are actively staffed onto diligence workstreams.

Eligibility to Qualify

Score ≥70% in at least one category of the Analyst Certification Assessment

Complete Initio Sphere Financial or Due Diligence Training

Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)

Analyst Rating Score Each Investment Due Diligence Analyst 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 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 real investment decisions

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