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
- ...Investment Specialist page is loaded## Investment Specialistlocations: Remotetime type: Full timeposted on: Posted Todayjob requisition id: JR118711We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...SuggestedFull timePart timeWork experience placementInternshipLocal areaRemote workFlexible hours
- ...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...SuggestedFull time$185k
...Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured... ...sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift work- ...NFPs. 4. Successful launch of the IIF at the SIDS-GBN Forum. 5. Draft and final training materials for CoE staff on FDI policy and investment promotion. 6. Draft and final PowerPoint presentations to facilitate brainstorming sessions with CoE staff and key IIF...SuggestedWork at officeRemote work
$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...$140k - $185k
...services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with... ...Ideal applicants have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation...$140k - $185k
...Fund Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation... ...in fund valuation, net asset value (NAV) calculation, and investment reporting. Actual openings may vary based on employer needs,...Full time- ...end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we... ...risk spectrum and capital stack. Job Summary As an Investment Specialist on the Real Estate Americas client strategy team you will be...
- ...Rogo is seeking a seasoned investment banking expert to lead tailored demos and translate AI capabilities into concrete value for top banks. You will partner with Sales, Product, and Engineering to shape the GTM motion and product direction while building trusted relationships...
- ...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...
$200k - $225k
...A leading investment firm seeks an experienced Investment Specialist for its Evergreen Private Equity Platform in New York. The role focuses on investor engagement and communication, requiring a minimum of 10 years in private equity, excellent presentation, and writing...- ...AnInvestment Valuation Specialistis responsible for determining thefair value of private investments, includingprivate equity holdings and private credit loans, using established financial modeling and valuation methodologies. This role supports internal portfolio reporting...
- ...Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management...Day shift
- ...participating NFPs. Successful launch of the IIF at the SIDS-GBN Forum. Draft and final training materials for CoE staff on FDI policy and investment promotion. Draft and final PowerPoint presentations to facilitate brainstorming sessions with CoE staff and key IIF stakeholders...For contractorsWork at officeRemote work
- ...An investment firm based in New York is looking for an Opportunistic Investments Specialist to analyze and execute event-driven investment opportunities. The role involves financial analysis, portfolio monitoring, and collaboration with various teams to ensure optimal...Full time
- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...client performance review reports. Partner with internal specialists to deliver holistic investment solutions. Qualifications...Work from homeShift workDay shift
$55k - $96k
...Job Overview Merrill Wealth Management is a leading provider of comprehensive wealth‑management and investment products and services for individuals, companies, and institutions. The role supports Financial Advisors (FA) teams in delivering holistic investment solutions...Work at officeShift workDay shift$70k - $105k
...company is a leader in strategies such as crypto, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and...InternshipWork at office$62k - $94k
...continued mission to create shopping destinations that entertain, inspire, and bring communities together, Tanger is seeking a Investments Analyst This role offers the opportunity to work both independently and collaboratively, supported by a flexible, Teams-...Flexible hours- ...Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing high‑quality advisory services to clients. Working closely with an NMIS Financial Advisor and the Home Office, you will help prospect, prepare...Contract workWork at officeHome office
- ...’ll work with high‑performing teams built on integrity, candor and collaboration, backed by market‑leading data and technology. We invest heavily in our people and partners, giving you the platform to enrich lives, safeguard futures and grow your career. Responsibilities...Internship
$80k - $90k
A leading financial services firm is seeking an Investment Banking Analyst in Montgomery County, PA. This in-office position offers a competitive salary between $80,000 and $90,000 per year, plus bonuses. Ideal candidates will have a Bachelor’s degree in Finance or a related...Work at office- ...A financial services company based in New York is seeking a Capital Deployment Analyst to evaluate investment opportunities. This role includes responsibilities like financial modeling, supporting due diligence processes, and tracking deployed capital. Ideal candidates...
$140k - $185k
A finance career platform based in New York is seeking an Entry-Level Investment Thesis Analyst. This hybrid role focuses on developing data-driven investment theses, conducting market research, and collaborating with deal teams. The ideal candidate has a bachelor's degree...$112.5k - $137.5k
...Position Summary The Investment Analyst will work closely with the Investment Office team to support the management of New York University’s endowment. Provide critical due diligence, research, and analysis across prospective and existing external investment managers...Work experience placementWork at office- # Alternatives Capital Formation Co-Investment Team AnalystGoldman Sachsanalystprivate\_equityOn-siteLocationNew York, United StatesDate PostedJune 23, 2026Stay ahead of the marketGet instant notifications when new job openings matching "private\_equity / analyst jobs...
$140k - $185k
...Type: Full-Time Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer) About This Role This Investment Evaluation Analyst description represents the type of early-career investment roles featured on the Career Launch AI Private Job...Full timeInternship- A leading recruitment network is offering a sample Early-Stage Investment Analyst role focused on sourcing and evaluating early-stage startups. Responsibilities include conducting due diligence, supporting investment decisions, and building financial models. The ideal...
- ...end real‑estate funds. The team has been managing real‑estate investments on behalf of our clients for 60+ years, during which time we... ...risk spectrum and capital stack. Job Summary As an Investment Specialist on the Real Estate Americas client strategy team you will be...
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