Investment Vetting Analyst

2 hours ago


New York, New York, United States Initio Capital Full time

Certified Contractor Roles: Senior · Lead · Analyst

Initio Sphere Private Capital Ecosystem –

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 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 deals across our network.

Role Overview

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

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

Once approved, analysts:

  • Are promoted within the Initio Sphere platform
  • Gain access to real deal flow and paid analytical work
  • Support investors, fund managers, and operators in evaluating, vetting, and monitoring potential investments
  • Build a verified deal track record and Analyst Rating Score

Certification tiers: Senior Analyst · Lead Analyst · Analyst / Associate Analyst

Analyst Levels & Pay Ranges

LevelRating ScorePayTypical BackgroundSenior Analyst90–100$150–200/hourEx-investment banking, private equity, venture capital, senior consulting, or development professionals with 5+ years of deal evaluation experienceLead Analyst80–89$100–150/hourFinance professionals with 3–5 years of transaction analysis or investment modeling experienceAnalyst / Associate60–79$50–100/hourEntry to mid-level analysts with strong technical and analytical skills

What You'll Do (Approval-Based)

Depending on your certification approvals, analysts may be engaged for:

Investment Vetting & Evaluation

  • Assess potential investments, deals, and funding opportunities for financial, operational, and strategic soundness
  • Conduct initial screening and risk assessment on deal proposals
  • Review investment documentation, projections, and financial models for accuracy and feasibility
  • Identify red flags, key assumptions, and opportunities for value creation
  • Prepare investment memos, summaries, and recommendations for investors or sponsors

Financial Modeling & Valuation

  • 3-statement financial models
  • DCF / LBO modeling
  • Comparable company and precedent transaction analysis
  • Sensitivity and scenario analysis
  • Football field valuation summaries
  • Commercial real estate underwriting

Due Diligence & Investment Support

  • Quality of Earnings (QoE) analysis
  • Operational and market diligence
  • Risk assessment and mitigation support
  • Analysts may only perform work in categories they are approved for. Approvals are earned through assessment and performance—not tenure.
How Analysts Start Earning
  • Complete the Analyst Certification Assessment or approved training
  • Receive category-specific approvals (Investment Vetting, Modeling, Valuation, Due Diligence)
  • Get verified on the platform
  • Begin earning income immediately through hourly projects and live deal work

No cold applying. No unpaid "experience." Verified analysts are actively promoted to investors and deal sponsors.

Certification & Eligibility

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 Training
  • Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)
Analyst Rating Score

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

  • Visibility on the platform
  • Approved work categories
  • Recommended hourly rates
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 or compliance issues
Compliance Notice

Analysts do not:

  • Provide investment advice
  • Solicit securities
  • Represent Initio Sphere in a regulated capacity

All work is limited to analytical, vetting, diligence, and financial support functions and must comply with applicable securities laws.

Why Join Initio Sphere
  • Immediate earning potential once verified
  • Real investment vetting and deal exposure, not simulations
  • Platform-driven promotion and credibility
  • Long-term upside through deal experience and network growth
  • A single ecosystem for career, capital, and opportunity
Workwolf
  • Investment Analyst

    2 hours ago


    New York, New York, United States Credit Agricole Corporate and Investment Bank Full time

    Summary of the position: Credit Agricole Corporate and Investment Bank is seeking an analyst to work within GIB on the origination and execution of Mergers & Acquisitions and Equity Capital Markets transactions. This position requires strong leadership qualities, good business "instinct" and the ability to work independently; Ability to participate in the...


  • New York, New York, United States Initio Capital Full time

    Certified Contractor Roles: Analyst · Lead · SeniorInitio Sphere Private Capital Ecosystem – Compensation:$50–$200/hour (based on Analyst Rating Score, credentials, and approved work categories)About Initio SphereInitio Sphere is a full-service private capital ecosystem where capital meets talent. We serve fund managers, investors, operators, and...

  • Investment Analyst

    1 hour ago


    New York, New York, United States The Ford Foundation Full time

    Investment Analyst, Private MarketsABOUT THE OPPORTUNITYThe Investments division is hiring an Investment Analyst to join the Private Markets team. Reporting to the Director of Private Equity, the Analyst will be a key part of the team responsible for sourcing, analyzing and managing investment manager relationships for the Foundation's portfolio of private...

  • Investment Analyst

    2 hours ago


    New York, New York, United States Contradict Capital Full time

    INVESTMENT ANALYSTLocation: New York City (Hybrid)Type: Full-timeFirm OverviewWe are an operator-oriented investment platform focused on acquiring and scaling lower-middle-market businesses through control investments. We are long-term oriented and partner closely with management teams to drive operational improvement and durable value creation. The firm is...


  • New York, New York, United States Selby Jennings Full time

    ABS Investment Analyst Opportunity at Premier Asset ManagerA leading investment manager is seeking an Asset Backed Research Analyst to join their team. This role is ideal for candidates with a strong quantitative background and a passion for investing.Key Responsibilities:Deliver specialized sector insights and comprehensive coverage across a broad spectrum...

  • Investment Analyst

    5 hours ago


    New York, New York, United States Somers Re Ltd. Full time

    Job Title: Investment AnalystLocation: New York, NYJob Type: Full-timeReports To: Chief Investment OfficerSomers Re Ltd. is a privately held, global specialty property and casualty insurance and reinsurance company headquartered in Bermuda. Somers Re is focused on delivering flexible, creative solutions to clients worldwide. Underwriting at Somers Re is...

  • Investment Analyst

    28 minutes ago


    New York, New York, United States Brown Brothers Harriman Full time

    At BBH, Partnership is more than a form of ownership—it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build...


  • New York, New York, United States NYSERDA Full time

    This position is at NY Green Bank, a division of NYSERDA. NY Green Bank is a specialized investment fund dedicated to bridging financial gaps and mobilizing private capital to advance the build-out of clean energy and renewable infrastructure in New York State. NY Green Bank collaborates with the private sector to transform financing markets. It also...

  • KYC Vetting Analyst

    2 hours ago


    New York, New York, United States Natixis Full time

    Job DescriptionThe client vetting team of the Operations and Transformation Americas group manages all client on-boarding requests for Natixis Americas business lines. The team performs due diligence to comply with internal KYC/AML policies for all assigned new customer business; presents KYC cases for review by KYC QC and KYC Advisory, and makes corrections...

  • KYC Vetting Analyst

    3 hours ago


    New York, New York, United States Natixis CIB North America Full time

    Poste et missionsThe client vetting team of the Operations and Transformation Americas group manages all client on-boarding requests for Natixis Americas business lines. The team performs due diligence to comply with internal KYC/AML policies for all assigned new customer business; presents KYC cases for review by KYC QC and KYC Advisory, and makes...