Portfolio & Deal Analyst

Overview

and the job listing Expires on March 9, 2026

Compensation:
$50–$200/hour (based on Analyst Rating Score, credentials, and approvals)

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.

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.

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.

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

• 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

• 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.

• 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