Capital Advisory Analyst
TEEMA Solutions Group
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Benefits offered by this job
Job summary
Qualifications
- Minimum of 3-5 years experience in transaction advisory or similar roles.
- Strong technical skills with a focus on analytical tasks.
- Ability to communicate complex financial analyses clearly.
Responsibilities
- Support capital raises and transaction processes.
- Analyze capital structures and perform financial modeling.
- Prepare advisory materials for investors and clients.
Skills
Education
Tools
Job description
Certified Contractor Roles: Analyst · Lead · Senior
Initio Sphere Private Capital Ecosystem – https://initiosphere.org
Compensation:
$50–$200/hour (based on Analyst Rating Score, credentials, and approval scope)
Initio Sphere is a full-service private capital ecosystem where capital meets talent. We serve fund managers, investors, operators, and finance professionals across private markets by integrating deal flow, analyst talent, investor relations, networking, training, and placement into a single platform.
Our mission is to promote opportunity, credibility, and real earning potential for serious private capital professionals. Capital Advisory Analysts do not wait months for placement—once verified, they can immediately begin earning income by supporting live capital advisory engagements and active transactions across our network.
Initio Sphere is seeking qualified finance professionals to join as Certified Capital Advisory 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.
Once approved, Capital Advisory Analysts:
- Are promoted within the Initio Sphere platform
- Gain access to live advisory mandates and paid analytical work
- Support investors, fund managers, and operators on capital raises, acquisitions, recapitalizations, and exits
- Deliver investor-ready financial analysis and transaction support
- Build a verified deal track record and Analyst Rating Score
Certification tiers:
- Senior Capital Advisory Analyst · Lead Capital Advisory Analyst · Capital Advisory Analyst / Associate
Rating Score: 90–100
Pay: $150–$200/hour
Typical Background:
- Former investment banking, private equity, capital advisory, transaction consulting, or senior finance professionals with 5+ years of advisory or deal execution experience
Rating Score: 80–89
Pay: $100–$150/hour
Typical Background:
- Finance professionals with 3–5 years of experience in transaction advisory, modeling, valuation, or capital markets support
Rating Score: 60–79
Pay: $50–$100/hour
Typical Background:
- Entry to mid-level analysts with strong technical skills and exposure to advisory, diligence, or transaction support work
Capital Advisory Analysts are engaged based on category-specific approvals, earned through assessment and performance—not tenure.
- Support capital raises, refinancings, recapitalizations, and exit processes
- Analyze capital structures, financing alternatives, and investor fit
- Prepare advisory materials supporting pricing, structuring, and positioning
- Translate financial outputs into clear, client-ready insights
- Build and refine 3-statement financial models
- Perform DCF, LBO, and transaction-level valuation analyses
- Conduct commercial real estate and operating company underwriting
- Run sensitivity, scenario, and downside analyses
- Prepare comparable company and precedent transaction analyses
- Develop football field valuation summaries
- Perform Quality of Earnings (QoE) analysis
- Support commercial, financial, and operational diligence
- Assist with data room review and diligence coordination
- Contribute to investment memos, pitch materials, and investor presentations
- Analysts may only perform work in categories for which they are explicitly approved.
Complete the Analyst Certification Assessment or approved training
Receive category-specific approvals (Advisory Support, Modeling, Valuation, Due Diligence)
Become verified on the Initio Sphere platform
Begin earning immediately through hourly projects and live advisory engagements
No cold applications. No unpaid “experience.”
Verified Capital Advisory 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)
Each analyst receives a 0–100 Analyst Rating Score, which determines:
- Platform visibility and advisory access
- Approved work categories
- Recommended hourly rates
- Scores are dynamically updated based on performance quality, responsiveness, and client feedback.
- 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
- Provide investment advice
- Solicit or sell securities
- Represent Initio Sphere in a regulated capacity
- All work is limited to analytical, diligence, and advisory support functions and must comply with applicable securities laws.
- Immediate earning potential once verified
- Exposure to live advisory mandates and private capital transactions
- Platform-driven credibility and analyst promotion
- Long-term upside through repeat engagements and network growth
- A single ecosystem for capital advisory, career advancement, and opportunity
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