Senior Investment Advisor
Initio Capital
Job Description
Job Description
Independent Contractor Role
Initio Sphere — Private Capital Ecosystem
Compensation
$200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement
Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and analysts through real deal flow, institutional-grade frameworks, and curated relationships.
Senior Investment Advisors represent a top-tier role within the ecosystem—providing high-level investment, capital markets, and strategic guidance to sponsors, funds, and investors while benefiting from meaningful earning opportunities and enhanced credibility across the platform.
Role OverviewInitio Sphere is onboarding Senior Investment Advisors to deliver strategic, investment-focused, and capital advisory support to fund managers, investors, and deal sponsors.
This is not a traditional employment role . Advisors operate as independent contractors and are activated through a selective verification and approval process.
Once approved, Senior Investment Advisors may:
Advise on investment strategy, fund formation, and capital raising
Guide deal structuring, diligence strategy, and execution oversight
Provide portfolio-level and value creation advisory
Mentor analysts and deal scouts, reinforcing institutional standards
Access curated deal flow and transaction-based earning opportunities
Build a verified Senior Advisor Track Record within the Initio Sphere ecosystem
This role is designed for seasoned investment professionals with a demonstrated history of capital deployment, transaction leadership, and investor engagement.
What You’ll Do (Approval-Based)Approved Senior Investment Advisors may:
Advise fund managers on investment strategy, LP positioning, and fundraising narratives
Support deal sponsors with transaction structuring, diligence oversight, and negotiation strategy
Provide investment committee–level insights and capital markets perspective
Mentor analysts and deal scouts on modeling standards, diligence frameworks, and execution best practices
Deliver portfolio advisory services and value creation guidance
Participate in curated introductions with institutional investors, family offices, or co-investors
Advisors operate at a strategic and senior advisory level and do not perform routine transactional modeling unless explicitly approved for a specific engagement.
Eligible Advisory AreasFund formation, investment strategy, and capital raising
LP communications and investor positioning
Deal structuring, IC support, and transaction strategy
Portfolio company advisory and operational value creation
Analyst and scout mentorship and technical development
Investor relations and capital network strategy
Approval is based on demonstrated experience, transaction track record, and the ability to advise on real, executed investments.
Compensation & Deal EconomicsIndependent contractor engagement
Hourly advisory rates: $200–$500 , based on experience and scope
Transaction-based incentives for advisory contributions on closed deals
Payments issued upon completion of advisory milestones or deal closings
No cap on earning potential for sustained, high-impact contributions
Submit a Senior Investment Advisor application with background and deal history
Complete verification and advisory category approval
Receive platform promotion and visibility
Begin engagements with funds, sponsors, and analysts on approved mandates
This process ensures selectivity, credibility, and direct access to live opportunities.
Compliance NoticeSenior Investment Advisors do not :
Provide investment advice to the general public
Solicit securities
Market investments outside approved channels
Act as representatives of Initio Sphere in a regulated capacity
All advisory activities must comply with applicable securities laws and remain focused on strategic guidance, mentorship, and transaction support.
Who This Role Is ForFormer or current professionals in IB, PE, VC, credit, or private capital funds
Senior fund executives, investment partners, or principals
Experienced operators or founders with deep deal and investor networks
Advisors capable of mentoring analysts and elevating institutional rigor
Direct access to fund managers, investors, and active deal flow
Monetize senior-level investment expertise without employment constraints
Build verified credibility within a high-signal private capital ecosystem
Influence and mentor the next generation of investment professionals
One platform for advisory work, capital access, and professional growth
- ...recruiter who can provide you more specific details for this role.Line of Business:TD WealthJob Description:The Institutional Senior Investment Advisor partners with the Institutional Relationship Manager to provide investment services including sophisticated investment...SeniorFull timeLocal areaWork from homeFlexible hours
- A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate...Senior
- A private capital ecosystem firm seeks experienced Senior Investment Advisors to provide strategic advisory services across investment strategies and deal structures. As independent contractors, advisors will guide fund managers and investors through high-level decision...SeniorFor contractors
- A private capital advisory firm in New York seeks Senior Investment Advisors to provide strategic guidance and capital advisory support. This independent contractor role offers flexible compensation ranging from $200 to $500 per hour, based on experience and scope. Ideal...SeniorHourly payFor contractorsFlexible hours
- ...investors, operators, and analysts through curated deal flow, institutional frameworks, and networked relationships. Senior Investment Advisors are a top-tier segment of our ecosystem—providing strategic, high-impact guidance to sponsors, funds, and investors, while...SeniorHourly payFor contractors
- Fifth Third Bank in Houston, TX seeks a Senior Investment Advisor to act as the client-facing investment expert for Private Bank clients, driving AUM growth in partnership with the Private Bank team. You will deliver Fifth Third’s market perspective, develop IPS for portfolios...SeniorBank staff
- ...exemplary client service as the client facing investment expert for Private Bank clients.... ...partnership with the Wealth Management Advisor (WMA) to retain and attract new investment... ...and a continual drive to achieve results. Senior Investment Advisor At Fifth Third, we...SeniorBank staff
$77k - $214k
....The OpportunityAs part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Associate you analyze complex problems, mentor others, and maintain rigorous standards...SeniorFull timeH1b$120k - $150k
Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals... ...Sustainability presentation and status update materials for senior managementRepresent the firm in selected industry initiatives...SeniorTemporary workLocal areaWorldwide$110k - $225k
...StatesSalary: $110,000.00 - $225,000.00Category: Banking & International, Investment Banking, Entry LevelCompany: CitiCiti is looking for a driven and analytically minded Investment Banking Senior Analyst or Associate to join its Debt Capital Markets (DCM) team,...SeniorFull time$175k - $225k
...0 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Senior Associate is an intermediate level position responsible... ...objective of this role is to act as a strategic advisor to our clients by formulating investment...SeniorFull time$175k - $225k
...: $175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiThe Investment Banking Associate is an intermediate... .... The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and...SeniorFull time$175k - $225k
...Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering... ...primary coverage areas. We maintain deep, senior-level relationships with major strategic... ...the industry.As one of the leading M&A advisors in our sector, we help open doors to opportunities...SeniorFull time- ...acquisition strategy focused on financial advisors, while also strengthening integrated... ...continuous learning. As the Digital Acquisition Senior Associate (US Advisor) within Asset &... ...to create messaging that promotes investment solutions and thought leadership, and clearly...SeniorFlexible hoursShift work
$175k - $225k
...$175,000.00 - $225,000.00Category: Banking & International, Investment BankingCompany: CitiCiti is seeking a Senior Associate to join its Investment Banking team, where you will serve as a strategic advisor to clients across capital markets transactions, mergers and acquisitions...SeniorFull timeWork at officeRemote work$200k - $225k
...ID: 99108091264Posted: 2026-08-12Location: New York, New York, United StatesCategory: Investment BankingCompany: CitiCitigroup Global Markets Inc. seeks an Investment Banking Senior Associate for its New York, New York location.Duties: Develop various types of financial...SeniorFull timeRemote work$200k
...description:Responsible for providing client relationship management and investment banking services including strategic advisory services to... ...institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate...SeniorFull timePart timeBank staffShift workDay shift$225k - $275k
...Investment Banking GII Senior Associate / Vice President New York, NY Pay Range The pay range for this position at commencement of employment is expected to be between $225,000 and $275,000 per year. Responsibilities Deal Execution: Work closely with clients...SeniorRelocation package- Elevate seeks a Senior Associate, Investments to join its NYC-area investments team. You will own the development and maintenance of complex financial models, support project and corporate financing efforts, and manage due diligence for banks and investors. The role demands...Senior
- A leading financial services firm is in search of experienced Registered Investment Advisors (RIAs) to manage client assets exceeding $30 million. This commission-based role allows independent advisors to remain in their current location while benefiting from extensive...Senior
$200k - $250k
...Position Summary Guggenheim Securities (“GS”) is seeking an exceptional Senior Associate or Junior Vice President to join its Power, Utilities and Renewables Investment Banking team in New York. The team engages in M&A and capital‑raising assignments for companies...SeniorWork at office- Alexander Chapman, a global insurance group, seeks two investment professionals in New York—one senior in Fixed Income and one in Alternative Investments. You will shape asset allocation, portfolio construction, and investment strategy within insurance portfolios, collaborating...Senior
- Fiduciary Trust International seeks a Sr. Investment Associate to support Portfolio Managers in delivering investment management solutions and maintaining high-quality client service. This role contributes to portfolio oversight, investment implementation, client reporting...Senior
- Company Ventures in New York is seeking a senior investment professional to specialize at the frontier of AI. You will source, diligence, model, and help make investment decisions with AI as your area of depth. You will be embedded with the full investment team from day...Senior
- MFS Investment Management seeks a Senior Regional Consultant in New York to drive sales through financial intermediaries across Broker-Dealer, Regional, Independent and Bank channels. You will develop regional strategies, collaborate with Sales, Client Service, Product...Senior
- Goldman Sachs, based in New York, seeks an Investment professional for the Sustainable Investing Group to source, evaluate and structure investments in climate transition and inclusive growth opportunities. You will lead due diligence, develop investment theses, perform...Senior
- Location: New YorkDepartment: Investment ProfessionalsExperience Level: Experience ProfessionalsContact: Peter AppelJob ID: REQ8501Job Title: Senior Credit Analyst - High Yield Healthcare (7+ Years Experience)About the Role:We are seeking a seasoned Senior Credit Analyst...Senior
- 1823 Partners New York, NY is seeking a Sr Associate on the Real Estate Investing team to support underwriting, financial modeling and due diligence across U.S. commercial real estate debt investments. The role offers broad exposure to opportunistic real estate credit strategies...Senior
- Prime Finance, a premier CRE credit investment platform, seeks a Sr. Associate for CMBS Investments to lead underwriting, structuring and asset management activities. You will review loan summaries, analyze cash flows, and coordinate due diligence with lenders and service...Senior
$150k - $228.2k
...responsible for providing in-depth knowledge of investment solutions to internal partners including financial advisors. Key responsibilities include sourcing and analyzing... ...strong understanding of financial markets.The senior private credit fund analyst should have...SeniorFull timeWork at officeWork from homeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisor. Be the first to apply!
- investment consultant New York, NY
- senior investment advisor New York, NY
- investment operations associate New York, NY
- registered investment advisor New York, NY
- real estate investment associate New York, NY
- investment advisor New York, NY
- senior technical analyst New York, NY
- senior associate attorney New York, NY
- senior developer New York, NY
- senior bridge engineer New York, NY



