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
- ...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
$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- ...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
...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...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...$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...Hourly payFull timeContract workWork experience placementWork at officeShift work- ...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...
$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...- ...Investment Specialist – Executive DirectorInvestment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform. We are seeking a senior Investment Specialist for our U.S. Institutional...
$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- ...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...
$94.59k - $218.48k
...innovation, and collaboration at the forefront of aviation technology.DescriptionNoblis is seeking highly skilled Investment Planning and Analysis Specialists to support the Federal Aviation Administration (FAA) Air Traffic Systems and Surveillance Services directorates...Permanent employmentFull timeContract workPart timeFor contractorsWork experience placementWork at officeLocal areaRemote workWorldwideShift work$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$140k - $185k
...- $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Advisory Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...Full time$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$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...Full timePart timeWork experience placementInternshipLocal areaRemote workFlexible hours$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$140k - $185k
...$185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Optimization Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...Full time$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$95k - $110k
...States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position The Investment Strategy Specialist will join the CIO Office in a highly collaborative role that sits at the intersection of investment strategy, portfolio...Work at officeLocal area- ...Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets... ...and 20 offices.As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present...Work at officeRemote workFlexible hoursNight shift
- ...countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset... ...Solutions.The Vice President/Associate, Investment Product Specialist will:Own the design, implementation, and ongoing management of...
$101.5k - $127k
...investigating data discrepancies, ensuring operational accuracy, and collaborating with customers and cross-functional teams to keep investment operations running smoothly? Are you excited to leverage automation and AI to transform middle- and back-office workflows? If so,...Daily paidFull time$125 per hour
..., Larry Summers , and Jack Dorsey . Position: Biotech Investment Analyst — Drug Asset & Company Assessment Type: Contract... ...Have ~ US-based biotech/healthcare investment analyst with a specialist-fund background. ~ Familiarity with biotech/pharma...Hourly payContract workFor contractorsSummer workRemote work- ...Join J.P. Morgan Asset Management in New York as a Municipals Investment Specialist within the CBP team, representing roughly $100 billion in municipal SMA assets. You will collaborate with portfolio managers and distribution teams, driving business growth across wealth...
- ...JPMorgan Chase & Co. in New York's U.S. Private Bank seeks an Investment Specialist to translate market strategy into client action within the GIO desk. You will work with senior clients, conduct portfolio reviews, and advise on asset allocation across fixed income,...
- ...JPMorganChase seeks a seasoned Municipal Investment Specialist to lead client-facing activities for the Municipal Bond SMA platform within CBP, driving growth with advisors, RIAs, and institutional clients. You will collaborate with portfolio managers and distribution...
$90k - $165k
...is a global asset manager focused exclusively on responsible investing. For over 40 years, Calvert has sought to deliver competitive... ...positioning is helpful, this is not intended to be a senior portfolio specialist role. A strong interest in responsible investing and...Full timeTemporary work
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