Portfolio & Deal Analyst
$50 per hourInitio Capital
Job Description
Job Description
Certified Contractor Roles: Senior · Lead · Analyst
Initio Sphere Private Capital Ecosystem –
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 support fund managers, investors, operators, and finance professionals across private markets by integrating deal flow, portfolio analytics, analyst talent, investor relations, training, and placement into a single platform.
Our mission is to create real opportunity, verified credibility, and immediate earning potential for serious private capital professionals. Once verified, analysts gain immediate access to live portfolio and transaction work across our network—no waiting period, no speculative placements.
Role OverviewInitio Sphere is seeking qualified finance professionals to join as Certified Portfolio & Deal Analysts .
This is not a traditional employment role. Analysts operate as independent contractors and are activated through our certification, verification, and approval framework.
Once approved, Portfolio & Deal Analysts:
Are promoted within the Initio Sphere platform
Gain access to live deal flow and portfolio-level analytical work
Support investors, fund managers, and operators across individual transactions and portfolio monitoring
Contribute to investment analysis, execution support, and post-close performance tracking
Build a verified deal and portfolio track record and Analyst Rating Score
Certification tiers:
Senior Portfolio & Deal Analyst · Lead Portfolio & Deal Analyst · Portfolio & Deal Analyst / Associate
Rating Score: 90–100
Pay: $150–200/hour
Typical Background:
Former investment banking, private equity, venture capital, private credit, real estate, or senior consulting professionals with 5+ years of transaction and portfolio management experience.
Rating Score: 80–89
Pay: $100–150/hour
Typical Background:
Finance professionals with 3–5 years of experience spanning deal execution, valuation, and portfolio analytics.
Rating Score: 60–79
Pay: $50–100/hour
Typical Background:
Entry to mid-level analysts with strong technical capabilities in financial modeling, investment analysis, and performance tracking.
Depending on certification approvals, Portfolio & Deal Analysts may be engaged for:
Deal Analysis & Valuation3-statement financial modeling
DCF, LBO, and transaction return modeling
Commercial real estate underwriting (where applicable)
Sensitivity and scenario analysis
Comparable company and precedent transaction analysis
Football field valuation summaries
Portfolio-level return and exposure analysis
Asset performance tracking and variance analysis
Hold / sell / recapitalization scenario modeling
Concentration, risk, and downside analysis
LP and internal performance reporting support
Quality of Earnings (QoE) analysis
Commercial, financial, and operational diligence
Risk assessment and investment downside analysis
Investment memo and IC presentation support
Data room review and transaction analytics
Analysts may only perform work in categories they are approved for. Approvals are earned through assessment results and demonstrated performance—not tenure.
How Analysts Start EarningComplete the Portfolio & Deal Analyst Certification Assessment or approved training
Receive category-specific approvals (Modeling, Valuation, Due Diligence, Portfolio Analytics)
Get verified on the platform
Begin earning immediately through hourly engagements and live deal and portfolio work
No cold applying. No unpaid “experience.” Verified analysts are actively promoted to investors, fund managers, and deal sponsors.
Certification & EligibilityTo 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 or Portfolio Analytics Training
Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)
Each Portfolio & Deal Analyst receives a 0–100 Analyst Rating Score , which determines:
Visibility across the Initio Sphere platform
Approved work categories
Recommended hourly rates
Eligibility for higher-value, portfolio-level engagements
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, performance, or compliance issues
Portfolio & Deal Analysts do not :
Provide investment advice
Solicit securities
Represent Initio Sphere in a regulated or broker-dealer capacity
All work is strictly limited to analytical, diligence, and financial support functions and must comply with applicable securities laws.
Why Join Initio SphereImmediate earning potential once verified
Real deal and portfolio work—not simulations
Platform-driven promotion, credibility, and visibility
Long-term upside through repeated deal exposure and portfolio involvement
A single ecosystem for transactions, portfolio insight, and career growth
$50 per hour
...Job Description Job Description Levels: Analyst · Lead Analyst · Senior Analyst Initio Sphere Private Capital... ...investors, and operators across private markets by integrating deal flow, analytical talent, portfolio support, investor relations, training, and placement...SuggestedHourly payFor contractorsImmediate startInitio Capital
New York, NY1 day ago$50 per hour
...Job Description Certified Contractor Roles: Senior · Lead · Analyst Initio Sphere Private Capital Ecosystem –... ...finance professionals across private markets by integrating deal flow, portfolio analytics, analyst talent, investor relations, training, and...SuggestedHourly payFor contractorsImmediate startInitio Capital
New York, NY1 day ago$50 per hour
...Independent Contractor Roles: Senior · Lead · Analyst Initio Sphere – Private Capital... ...professionals across private markets by unifying deal flow, analyst talent, investor relations,... ...immediately on live deals and active portfolios across the network. Role Overview...SuggestedHourly payFor contractorsImmediate startInitio Capital
New York, NY1 day ago$50 per hour
A 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...SuggestedHourly payFor contractorsImmediate startFlexible hours$50 per hour
...credentials and analytical skills. Compensation varies based on an Analyst Rating Score, with rates from $50 to $200 per hour depending on... ...and approval level. Join for immediate earning potential and real deal flow exposure. #J-18808-Ljbffr TEEMA Solutions GroupSuggestedHourly payImmediate start- Loews Corporation is seeking a Commercial Real Estate Analyst to join a close-knit team of industry specialists. You will originate, analyze... ...values, and cash flows. Responsibilities include presenting deals to the investment committee, negotiating loan terms, performing...
$50 per hour
...capital platform in New York is seeking Certified Private Investment Analysts to support investors and fund managers. This independent... ...benefiting from immediate earning opportunities and access to real deal flow. Ideal candidates will have a solid background in finance or...Hourly payFor contractorsImmediate start- Santander in the United States is seeking an Analyst in Investment Banking Coverage. You will support deal execution, financial analysis, and client relations. Participants will join a Global Graduate Training Program to build foundational finance skills and professional...
- Bank of Montreal in New York seeks a talented finance professional to support investment banking deal teams with financial modeling, market analysis, and client presentations. You will develop internal and external pitch materials, conduct valuation work, and present insights...
- ...capital markets professional in New York to deliver client-focused solutions across equities and sales & service. You will support deal teams, develop marketing materials for pitches, and perform complex financial modeling and valuations to back strategic client recommendations...
- Societe Generale seeks a finance professional to manage a portfolio of client relationships and develop new opportunities in corporate banking... ...senior management and credit officers, and assist in closing deals while ensuring compliance and data quality across bank systems....
- Arena is a global investment management firm seeking a Summer Analyst for 2028. The role involves supporting senior team members, building financial models, researching deal opportunities, and helping with the investment process in a fast-paced environment. Ideal candidates...Summer workInternship
$50 per hour
...Certified Contractor Roles: Senior · Lead · Analyst Initio Sphere Private Capital... ...professionals across private markets—combining deal flow, analyst talent, investor relations,... ...serious private capital professionals. Portfolio & Deal Analysts do not wait months for placement...Hourly payFor contractorsImmediate start- Arena Investors I Quaestor Advisors is seeking a Summer Analyst for 2028 to support senior team members in a fast-paced, investment-focused environment. The role emphasizes financial modeling, deal research, and transaction support, with opportunities to participate across...Summer workInternship
- ...Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary +... ...Opportunity This posting represents the type of Investment Banking Deal Lead (Analyst Level) roles featured within the Career Launch AI...Full time
- ...analytical skills. The candidate will be responsible for preparing presentation materials, conducting industry research, and engaging in due diligence processes within a high-performing team, offering robust deal exposure and responsibilities. #J-18808-Ljbffr Atlantic Group
- ...sophisticated transactions alongside experienced partners in a collaborative, team-oriented environment, handling drafting, due diligence, and deal execution while interacting directly with clients. The role offers meaningful responsibility, mentorship from senior attorneys, and...
- ...Corporate team in New York City. This role offers the chance to work on a variety of strategic M&A, private equity, and public M&A deals, under some of the top deal makers in the legal market. The ideal candidate will have at least 3 years of experience in corporate law...Private practice
- ...financial models, and identify optimal investor audiences for private capital initiatives. The role emphasizes cross-sector exposure, high deal flow, and opportunities to take on greater responsibility as you advance within a market-leading platform. #J-18808-Ljbffr...
- ...and capital advisory transactions across various industries while partnering with senior bankers and clients. You will work on live deals, build complex financial models, and prepare materials while collaborating with internal and external stakeholders in a fast-paced,...
- ...the company at industry events. Reporting to the Head of Acquisitions, you’ll develop long-term relationships, advance targets through LOI and diligence, and partner with deal and operations teams as you grow into a full investor-operator #J-18808-Ljbffr Triwill Group
- ...on handling complex, high-stakes M&A transactions for a sophisticated corporate client base, with substantial responsibility across deal execution. Ideal candidates have 3+ years in M&A transactional practice, authorization to work in the United States, and a track record...
$345k - $400k
...Private Equity teams. Candidates should have significant experience in M&A transactions, a good grasp of corporate law, and effective deal management skills. The position offers a competitive salary range of $345,000-$400,000 plus bonuses and substantial autonomy in...$320k - $410k
...Fort Lauderdale. Candidates should have 4-7 years of experience in corporate transactions, particularly in public M&A and take-private deals. The position offers a salary range of $320,000 to $410,000 annually, plus a discretionary bonus and a comprehensive benefits...Full time- ...caliber attorney to support domestic and cross-border M&A transactions from our New York office. The role emphasizes structuring complex deals, due diligence, and regulatory analysis across multiple jurisdictions. You will draft and negotiate key deal documents, coordinate...Work at officeRemote work1 day per week
- ...acquisitions to join its team. The role focuses on strategic and public M&A transactions, including handling private and public company deals, business development, and high-level deal management. New York Bar admission required; outstanding academic credentials preferred....
- ...leadership and clients in a collaborative environment, delivering complex deals from analysis through closing. The team values sector expertise, hands-on deal exposure, and a culture of mentorship for analysts. Elite banking experience is preferred, with competitive...
$260k - $390k
...its M&A Group. The role targets candidates with 3-6 years of experience in M&A and corporate practice, capable of handling complex deals. The posted base salary spans $260,000 to $390,000, reflecting the seniority and market in New York. The firm emphasizes a strong transactional...Work at office- ...The role involves representing private equity sponsors and their portfolio companies on platform acquisitions, add-ons, dispositions,... ...and negotiating purchase and investment agreements, and coordinate deal execution while applying #J-18808-Ljbffr Considine Search
- ...executing complex M&A and strategic advisory transactions with lean deal teams and direct client access. The ideal candidate has 3-6... ...prepare client materials, manage day‑to‑day workstreams, and mentor analysts while contributing to business development and strong #J-18808-...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio & Deal Analyst. Be the first to apply!
- chief investment officer New York, NY
- entry level investment analyst New York, NY
- investment specialist New York, NY
- investment operations specialist New York, NY
- investment banking summer analyst New York, NY
- investment banking analyst New York, NY
- investment analyst part time New York, NY
- portfolio analyst New York, NY
- investment officer New York, NY
- entry level portfolio analyst New York, NY