Investment Vetting Analyst

and the job listing Expires on March 15, 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 serve fund managers, investors, operators, and finance professionals across private markets—combining deal flow, analyst talent, investor relations, networking, training, and job placement into a single platform.

Our mission is to promote opportunity, credibility, and real earning potential for serious private capital professionals. Analysts do not wait months for placement—once verified, they can immediately begin earning income and working on live investment opportunities across our network.

Initio Sphere is seeking qualified finance professionals to join as Certified Investment Vetting Analysts
.

This is not a traditional employment role. Analysts operate as independent contractors and are activated through our certification and verification process.

Investment Vetting Analysts focus on screening, evaluating, and validating private market opportunities before they are presented to investors or advanced through the capital pipeline. The role centers on investment quality control, risk identification, underwriting review, and transaction readiness assessment.

Once approved, analysts:

• Are promoted within the Initio Sphere platform
• Gain access to live investment opportunities for review
• Evaluate and vet deals prior to investor exposure
• Support fund managers, sponsors, and operators in preparing investor‑ready materials
• Identify financial, structural, and operational risks
• Build a verified deal track record and Analyst Rating Score

Senior Analyst
· Lead Analyst
· Analyst / Associate Analyst

Rating Score: 90–100
Pay: $150–200/hour
Typical Background:
Former investment banking, private equity, venture capital, transaction advisory, or senior consulting professionals with 5+ years of transaction experience

Rating Score: 80–89
Pay: $100–150/hour
Typical Background:
Finance professionals with 3–5 years of underwriting, deal execution, or valuation experience

Rating Score: 60–79
Pay: $50–100/hour
Typical Background:
Entry to mid‑level analysts with strong technical modeling, research, and analytical capabilities

Depending on certification approvals, Investment Vetting Analysts may be engaged for:

• Preliminary deal screening and qualification
• Review of sponsor track record and transaction structure
• Assessment of investment thesis and market positioning
• Identification of key underwriting risks
• Evaluation of capital stack and return structure
• DCF and LBO analysis validation
• Sensitivity and scenario testing
• Comparable company and precedent transaction analysis
• Football field valuation summaries
• Quality of Earnings (QoE) review support
• Commercial and operational diligence analysis
• Financial consistency checks across materials
• Review of assumptions, projections, and pro forma adjustments
• Preparation of investment summary findings

• Supporting preparation of investment memos
• Flagging red flags prior to capital introduction

Analysts may only perform work in categories they are approved for. Approvals are earned through assessment and performance—not tenure.

• Complete the Analyst Certification Assessment or approved training
• Get verified on the platform
• Begin earning income immediately through hourly vetting assignments and live deal reviews

No cold applying. No unpaid “experience.” Verified analysts are actively promoted to investors and deal sponsors for investment review engagements.

• Score ≥70% in at least one category of the Analyst Certification Assessment
• Complete Initio Sphere Financial Training
• Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)

Each analyst receives a 0–100 Analyst Rating Score, which determines:

• Visibility on the platform
• Approved vetting and analysis categories
• Recommended hourly rates
• Eligibility for…