Investment Specialist
TEEMA Solutions Group
Certified Contractor Role Initio Sphere — Private Capital Ecosystem Compensation Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per closed transaction, depending on deal size and contribution) About Initio Sphere Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, and operators with high-quality deal flow, analyst support, and institutional-grade infrastructure across the private markets. Our platform is built for professionals who want real exposure, real upside, and real credibility —not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Pipeline Specialists to help identify, qualify, and introduce investment opportunities into our investor and fund manager network. This is not an employment role . Investment Pipeline Specialists operate as independent contractors , activated through a verification and approval process. Once approved, Investment Pipeline Specialists: Source and submit qualified investment opportunities Support early-stage deal intake and positioning Earn transaction-based compensation on closed deals Build a verified deal history within the Initio Sphere ecosystem This role is ideal for professionals already close to live deal flow, including operators, brokers, intermediaries, advisors, and highly networked professionals. What You’ll Do (Approval-Based) Approved Investment Pipeline Specialists may: Source proprietary or semi-proprietary investment opportunities Qualify deals for investor and sponsor relevance Submit opportunities through Initio Sphere’s platform Provide high-level deal context (asset, structure, economics, investment thesis) Coordinate initial introductions between deal principals and capital partners Support early-stage diligence handoff (analyst teams handle modeling and underwriting) You are not responsible for underwriting, financial modeling, or capital raising. Based on approval and demonstrated experience, Investment Pipeline Specialists may submit opportunities across: Private equity and growth equity transactions Operating businesses and special situations Structured, opportunistic, or non-traditional investments Deal categories are approved based on sourcing credibility and background. Compensation & Economics Success-based compensation only Typical earnings range from $1,000 to $10,000+ per closed transaction Compensation paid upon successful transaction close and fee collection Economics vary by deal size, structure, and specialist contribution No caps on earnings for consistently high-quality pipeline contribution Activation Process To become an Investment Pipeline Specialist: Submit an application and background details Complete verification and deal category approval Get activated within the Initio Sphere platform Begin submitting qualified opportunities to the network There is no cold outreach to funds and no blind pitching . All deal introductions occur through curated, platform-driven channels. Compliance Notice Provide investment advice Solicit securities Market investments to the general public Represent Initio Sphere in a regulated capacity All activity is limited to deal identification, qualification, and introduction, and must comply with applicable securities laws. Who This Role Is For Operators with visibility into real transactions Brokers and intermediaries with proprietary or early deal flow Advisors, consultants, or founders close to capital needs Networked professionals who consistently hear about deals early Why Join Initio Sphere Monetize deal flow without launching a fund Earn on transactions without underwriting risk Work directly with credible capital allocators Build long-term signal, trust, and verified deal history Operate inside a single ecosystem for sourcing, credibility, and upside #J-18808-Ljbffr
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) team in the International Private Bank, you...SuggestedWork at office
$140k - $185k
...Job Description Job Description Investment Strategy Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...SuggestedFull time- ...Investment Specialist Job Req Id: 26932811 Location(s): Kowloon, Kowloon City, Hong Kong SAR Job Type: On-Site/Resident Posted: Jan. 20, 2026 Job Overview Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At...Suggested
$70k - $151k
CrossCountry Consulting, located in New York, is seeking a skilled accounting advisory professional with fund accounting expertise. The ideal candidate has over 3 years of experience in financial services, particularly in fund accounting, financial reporting, and operational...Suggested- ...banking, wealth management, family offices, luxury sectors, or investment advisory Polished, credible and commercially driven... ...at the very top of global wealth A long-term career path in a specialist, internationally respected advisory firm This is for someone who...SuggestedTemporary workWorldwide
$140k - $185k
...– $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Origination Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...Full time- ...Range is hiring for an Investment Operations professional to manage the full lifecycle of member investments, from onboarding to ongoing account management. You’ll support trading, transfers, and account movements, collaborating closely with CFPs and the investments team...Work at office
- ...Range Investment Operations RoleRange is creating AI-powered solutions to eliminate financial complexity for our members. We're transforming... ...here you'll start training Associates on them. The path from Specialist to Lead is measured by how many functions you can teach, how...Work at officeRelocationMonday to Friday
$134k - $269k
...empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Investment Specialist Risk & Regulatory Consulting, LLC (RRC) Remote - USA location Open to Full-time or Part-time applicants Position Overview The...Full timePart timeWork experience placementInternshipLocal areaRemote workFlexible hours- ...delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With... ...for a broad spectrum of investorsJob summary:As an Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support...
$145k - $185k
...Job Description Job Description Job Summary Investment Execution Specialist Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Investment Execution Specialist – Initio Capital Location...Full timeContract workTemporary workPart timeCasual workInternship$50 per hour
...professionals across private markets by integrating deal flow, investment screening talent, investor relations, networking, training,... ...serious private capital professionals. Once verified, screening specialists are activated on live deal flow and can begin earning...Hourly payFor contractorsImmediate start$140k - $185k
...Job Description Job Description Co-Investment Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a...Full time$140k - $185k
...Job Description Job Description Investment Advisory Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time- ...investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships . Investment Guidance Specialists are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting...Hourly payFor contractors
$140k - $185k
...Job Description Job Description Investment Insights Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time- ...managers, investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships. Investment Guidance Specialists are a critical tier of our ecosystem—providing high-touch strategic and operational guidance to sponsors, funds, and...Hourly payFor contractors
$140k - $185k
...Job Description Job Description Investment Optimization Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time$140k - $185k
...Job Description Job Description Secondary Investments Specialist – Career Launch AI Talent Network Location: New York, NY Employment Type: Full-Time · Part-Time · Contract · Temporary · Internship · Casual Estimated Compensation: $140,000 – $185,000 total...Full timeContract workTemporary workPart timeCasual workInternship$145k - $185k
...Job Description Job Description Job Summary Secondary Investments Specialist Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Secondary Investments Specialist – Initio Capital Location...Full timeContract workTemporary workPart timeCasual workInternshipRemote work$140k - $185k
Opportunistic Investments Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Opportunistic Investments Specialist...Full timeFlexible hours- ...Industrialization initiatives and leads strategic support for sustainable energy and mineral development projects. The Technical Specialist will quantify investment opportunities, assess financing gaps, and engage with regional partners to design scalable investment mechanisms...
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) team in the International Private Bank, you...Work at office
- A leading recruitment firm is searching for a Syndication Specialist to support investment and fund teams in New York. This role involves managing syndication of investment opportunities and ensuring effective communication with investors. The ideal candidate should have...
$50 per hour
A private capital ecosystem is seeking Certified Investment Screening Specialists. This role operates independently, focusing on screening investment opportunities and evaluating financials. Ideal candidates have relevant professional credentials and analytical skills....Hourly payImmediate start- City National Bank is seeking an Investment Relationship Officer to support Financial Advisors and provide day-to-day client service and operational support for RBC Securities Investment Advisory Program and client-directed accounts. You will maintain CIP/KYC, coordinate...
- Mondrian Alpha, a leading hedge fund, is seeking an Investment Valuations Associate to join a highly technical team responsible for valuing complex investments across the platform. You will analyse valuations, build models, and engage with portfolio managers and senior...
- Our client is a leading global hedge fund managing over $70bn in AUM, with a sophisticated multi-strategy investment platform and an exceptional reputation for attracting top-tier talent. They are looking to hire an Investment Valuations Associate to join a highly technical...
$150k - $225k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from...Temporary workWork at officeWorldwide$135k - $203.5k
...Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!The Market-Linked Investments Structuring & Origination team (“the Team”) is cross-asset structured products unit responsible for originating, structuring,...Full timeWork at officeWork from homeFlexible hoursDay shift
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