Portfolio Transaction Analyst
$50 per hourTEEMA Solutions Group
Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem – Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approval scope) About Initio Sphere 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 combining deal flow, analyst talent, investor relations, networking, training, and job placement into a single integrated platform. Our mission is to create real earning opportunities and verified credibility for serious private capital professionals. Portfolio Transaction Analysts do not wait months for placement—once verified, they can immediately begin earning income by supporting active portfolio transactions across our network. Role Overview Initio Sphere is seeking qualified finance professionals to join as Certified Portfolio Transaction Analysts . This is not a traditional employment role . Analysts operate as independent contractors and are activated through Initio Sphere’s certification, verification, and approval process. Are promoted within the Initio Sphere platform Gain access to active portfolio-level deal flow and paid analytical work Support investors, fund managers, and operators across multiple concurrent transactions Assist with acquisition, add-on, recapitalization, and exit processes Build a verified transaction track record and Analyst Rating Score Rating Score: 90–100 Pay: $150–$200/hour Typical Background: Former investment banking, private equity, venture capital, real assets, or senior consulting professionals with 5+ years of portfolio and transaction execution experience Rating Score: 80–89 Pay: $100–$150/hour Typical Background: Finance professionals with 3–5 years of experience supporting multi-deal pipelines, modeling, valuation, or transaction diligence Rating Score: 60–79 Pay: $50–$100/hour Typical Background: Entry to mid-level analysts with strong technical skills and exposure to transaction support or portfolio analytics What You’ll Do (Approval-Based) Portfolio Transaction Analysts are engaged based on category-specific approvals , earned through assessment and performance—not tenure. Transaction Modeling & Valuation Build and maintain 3-statement transaction models Perform commercial real estate and operating company underwriting Conduct DCF, LBO, and add-on acquisition modeling Run sensitivity, scenario, and downside analyses Prepare comparable company and precedent transaction analyses Develop football field valuation summaries Portfolio-Level Transaction Support Track and analyze performance across portfolio companies Support bolt-on acquisitions, recapitalizations, and exits Analyze transaction synergies, integration impacts, and returns Monitor covenant compliance and capital structure changes Perform Quality of Earnings (QoE) analysis Support commercial, financial, and operational diligence Assist with data room review and diligence coordination Contribute to investment memos, IC materials, and exit packages Analysts may only perform work in categories for which they are explicitly approved. How Analysts Start Earning Complete the Analyst Certification Assessment or approved training Receive category-specific approvals (Transaction Modeling, Valuation, Due Diligence, Portfolio Analysis) Become verified on the Initio Sphere platform Begin earning immediately through hourly projects and live portfolio transaction work No cold applications. No unpaid “experience.” Verified Portfolio Transaction Analysts are actively promoted to investors and deal sponsors. To qualify, candidates must meet at least one of the following: Score ≥70% in at least one category of the Analyst Certification Assessment Completion of Initio Sphere Financial Training 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: Platform visibility and deal access Approved work categories Recommended hourly rates Scores are dynamically updated based on performance quality, responsiveness, and sponsor feedback. Compensation & Deal Terms Analysts operate as 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 Provide investment advice Solicit or sell securities Represent Initio Sphere in a regulated capacity All work is limited to analytical, diligence, and transaction support functions and must comply with applicable securities laws. Why Join Initio Sphere Immediate earning potential once verified Direct exposure to active portfolio transactions Platform-driven credibility and analyst promotion Long-term upside through deal repetition and network growth A single ecosystem for portfolio execution, capital, and career growth #J-18808-Ljbffr TEEMA Solutions Group
- AJ Chambers US is seeking a mid-level associate for its Corporate & Business Transactions practice in New York. You will work on sophisticated corporate transactions, including M&A and private equity matters, alongside partners and senior lawyers in a fast-paced, collaborative...Suggested
- ...to mid-level associate for its Corporate & Securities group with a technology focus. The role involves supporting tech-focused transactions, software and licensing agreements, and SaaS arrangements. You will draft and review corporate documents, perform tech and data...Suggested
- Berkshire Hathaway Specialty Insurance (BHSI) in New York City is seeking an Analyst to join the Transactional Liability team. This entry-level role supports underwriting on M&A deals involving Representations and Warranties Insurance and Tax Insurance, collaborating with...Suggested
- ...Mergers and Acquisitions practice in New York. The ideal candidate will have 3+ years of experience in sophisticated business and transactional matters, focusing on mergers and acquisitions, joint ventures, and complex corporate transactions. The position entails drafting...Suggested
- Robinson+Cole seeks a Business Transactions Associate to join its Practice Group in New York, Stamford, Hartford, Providence or Boston. You will work on sophisticated corporate, financial, and strategic matters across industries, including M&A, private equity, and venture...SuggestedWork at office
- Robinson+Cole seeks a Business Transactions Associate to join its Practice Group in New York and other offices. The role focuses on drafting and negotiating transaction documents for mergers and acquisitions, private equity, venture capital, and general corporate matters...
- ...a Senior Associate for its Mergers and Acquisitions practice in New York, NY. The role will support and lead complex corporate transactions, including mergers, acquisitions, and strategic business combinations. The candidate should have a Juris Doctor (JD) degree and...
- BCG Attorney Search seeks a mid-level Health Law Associate in New York City, NY, to support complex health care transactions, regulatory counseling, and contracting matters across the industry. You will work with investors, PBMs, managed care plans, providers, and pharmacies...
- J.P. Morgan in New York seeks an Associate for its M&A team to drive the full cycle of transactions from pitches to client presentations. You will work with Analysts and Associates, review valuation analyses, and help shape strategic alternatives while collaborating with...
$100k - $120k
...strategies for individual investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office.ResponsibilitiesDevelop,... ...including DCF, comparable company analysis, and precedent transactions, to determine security valuationsEvaluate the accuracy and...Work at officeRemote work- ...The ideal candidate will have 3-5 years of experience in mergers & acquisitions, able to manage both domestic and cross-border transactions. Responsibilities include advising clients, conducting due diligence, drafting legal documents, and providing strategic legal advice...
- Eversheds Sutherland (US) LLP is seeking an Insurance Transactions & Products Associate with 2-5 years of experience to join our New York office or DC office. The role focuses on financial services M&A transactions, with emphasis on insurance and reinsurance matters. The...Work at office
$235k
...experience to join the Energy & Infrastructure M&A team in New York, NY. This role offers the opportunity to work on high-impact transactions across various sectors related to energy and infrastructure, including renewables and oil & gas. The position promises a...Flexible hours- ...environmental sectors. The company operates 15 sites around the country and is experiencing rapid growth. Job Description Position: Transactional Finance Analyst Location Remote within the South East - travel to Bracknell and Maidenhead required. Responsibilities Deliver end‑to‑end...Remote work
- Ensign-Bickford Aerospace & Defense is seeking a Remote Transactional Finance Analyst for support across Accounts Receivable and Accounts Payable. Candidates must have strong Excel skills, and experience with Microsoft Dynamics 365 Business Central is preferred. This role...Remote job
- ...Portfolio Management Analyst Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With... ...existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax...Local areaShift work
$100k
...impactful path towards a promising career. Why the Global Transaction Banking Summer Intern Program? The Global Transaction... ...transactions. Training and mentoring of junior colleagues. Analyst Expectations Will have an impact on the work of related teams...Hourly payPermanent employmentFull timeSummer workInternshipSummer internshipWork at officeImmediate startVisa sponsorshipWork visa$109.12k - $163.68k
...credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Citi enables clients to... ...stakeholders to provide customized solution to optimize their portfolios from revenue, risk and funding perspective. The role requires...Full timeWork experience placementWork at officeWorldwide$140k - $185k
...About This Posting This job description represents a sample Portfolio Optimization Analyst position commonly found through the Career Launch AI... ...Evaluate trade-offs between risk, return, liquidity, and transaction costs Build and enhance analytical tools, dashboards,...Full time- ...recipients, agents) and internal customers (portfolio management / Editorial, Finance,... ...and analyze large volumes of detailed transactional activity for author accounts when investigating... ...Job function Accounting/Auditing, Analyst, and Finance Industries Education Referrals...16 hoursFull timeContract workWork experience placementWork at officeRemote workMonday to Friday
$150 per hour
...across private markets—combining deal flow, analyst talent, investor relations, networking,... ...capital professionals. Private Capital Portfolio Analysts gain immediate access to real... ...earn up to 10% of the first $100,000 in transaction fees Maximum deal-based earning: $2,500...Hourly payFor contractorsImmediate start$100k - $110k
...investment management firm is seeking a highly motivated Portfolio Management Analyst to support its growing multifamily investment portfolios.... ...reporting. This role will be apart of the acquisitions and transactions team. Responsibilities What You’ll Do: • Develop...Full timeWork at office$50 per hour
...financial services platform in New York seeks qualified finance professionals as Certified Portfolio & Deal Analysts. This independent contractor role involves supporting live transactions and ongoing portfolio analysis for investors and fund managers. Candidates must have a...Hourly payFor contractorsImmediate startFlexible hours$100k
Job Responsibilities Portfolio Management: Partner closely with senior US Equity investors... ...constraints. You will contribute to transaction and tax-cost analysis and support investment... ...As a Portfolio Management Program Analyst in the US Equities team, you will help drive...$65k - $110k
BRG is looking for professionals to join their Transaction Advisory practice in New York. You will work on diverse transaction advisory assignments, supporting client service teams and leading engagement activities. Ideal candidates will have a Bachelor’s or Master’s degree...$140k - $185k
...About This Posting This job description represents a sample Portfolio Operations Analyst position commonly found through the Career Launch AI... ...needed Maintain accurate records of portfolio activity and transactions Preferred Qualifications Bachelor’s degree in Finance, Accounting...Full time- ...Support coordination of sales effort with Investors Adhere to internal and external policies and procedures regarding securities transactions and code of conduct Required Qualifications, Capabilities, and Skills Bachelor’s degree required Series 7, 66 and Insurance...Work at office
$110k - $130k
...class people, and supporting growth in its portfolio companies and communities. KKR sponsors... ...are seeking a quantitative investment analyst to enhance our asset allocation,... ...allocations and expected returns for proposed transactions Enhance ALM framework to support deal...Local area- Job Description Senior Associate, IWM Portfolio Analyst for our Wealth Management team, located in New York, NY. In this role, you’ll make... ...the impact of strategy changes on portfolios and analyze transaction suitability. Prepare trades and monitor clearing compliance...Flexible hours
$160k
...with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office. This role will support the... ...role (i.e., Private Equity, Asset Management, Consulting, Transaction Services, Restructuring, Investment Banking) Excellent...Full timeWork at office
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