Investment Screening Specialist

Roles: Senior
· Lead
· Screening Analyst / Associate

Initio Sphere Private Capital Ecosystem – (Use the "Apply for this Job" box below)..org

Compensation:

$50–$200/hour
, based on Analyst Rating Score, credentials, and approval scope

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, investment screening 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. Once verified, screening specialists are activated on live deal flow and can begin earning immediately.

Initio Sphere is seeking qualified finance professionals to join as Certified Investment Screening Specialists
.

This is not a traditional employment role
. Investment Screening Specialists operate as independent contractors and are activated through Initio Sphere’s certification and verification process.

Once approved, specialists:

• Are promoted within the Initio Sphere platform
• Gain access to real, paid deal screening and evaluation work
• Support investors, fund managers, and operators by screening inbound transactions
• Build a verified deal screening track record and Analyst Rating Score

Certification tiers:

• Senior Investment Screening Specialist
• Lead Investment Screening Specialist
• Investment Screening Specialist / Associate

Rating Score: 90–100

Pay: $150–200/hour

Typical Background: Former investment banking, private equity, venture capital, asset management, or senior consulting professionals with 5+ years of transaction or investment selection experience

Rating Score: 80–89

Pay: $100–150/hour

Typical Background: Finance professionals with 3–5 years of deal evaluation, underwriting, or investment analysis experience

Rating Score: 60–79

Pay: $50–100/hour

Typical Background: Entry to mid-level analysts with strong analytical skills and exposure to private market investments

Depending on certification approvals, Investment Screening Specialists may be engaged to:

• Screen inbound investment opportunities against mandate, strategy, and risk criteria
• Evaluate headline economics, return potential, and capital requirements
• Identify early red flags, structural issues, and misalignment with investor objectives

• Screen inbound investment opportunities against mandate, strategy, and risk criteria
• Evaluate headline economics, return potential, and capital requirements
• Identify early red flags, structural issues, and misalignment with investor objectives

• Review high-level financials, KPIs, and operating metrics
• Assess preliminary valuation expectations and return drivers
• Review market positioning, competitive dynamics, and scalability
• Provide summary screening notes and recommendations

• Prepare initial screening summaries and scorecards
• Support investment teams with go / no-go recommendations
• Coordinate handoff of qualified opportunities to diligence or execution teams

Note: Specialists may only perform work in categories they are specifically approved for. Approvals are earned through assessment and demonstrated performance—not tenure.

• Complete the Investment Screening Specialist Certification Assessment or approved training
• Receive category-specific approvals (Deal Screening, Initial Financial Review, Risk Triage)
• Get verified on the Initio Sphere platform
• Begin earning immediately through hourly screening assignments and live deal flow

No cold applying. No unpaid “experience.”

To qualify, you must meet at least one of the following:

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

Each Investment Screening Specialist receives a 0–100 Analyst Rating Score
,…