Capital Planning Analyst
TEEMA Solutions Group
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Benefits offered by this job
Job summary
Qualifications
- 5+ years of experience in capital planning, liquidity management, or portfolio operations.
- 3-5 years of experience in fund operations, capital allocation, or strategic financial planning.
- Entry to mid-level analysts with strong modeling and forecasting skills.
Responsibilities
- Develop capital call and distribution forecasts for funds.
- Model liquidity requirements across investments.
- Support scenario-based capital planning and analysis.
Skills
Education
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 approved work categories)
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 job placement into a single platform.
Our mission is to promote opportunity, credibility, and real earning potential for serious private capital professionals. Capital Planning Analysts do not wait months for placement—once verified, they can immediately begin earning income while supporting live capital allocation, operational planning, and portfolio execution.
Initio Sphere is seeking qualified finance professionals to join as Certified Capital Planning Analysts.
This is not a traditional employment role. Analysts operate as independent contractors and are activated through Initio Sphere’s certification and verification process.
Once approved, Capital Planning Analysts:
- Are promoted within the Initio Sphere platform
- Gain access to live capital planning mandates and paid analytical work
- Support fund managers, investors, and operators on cash flow management, capital allocation, and operational planning
- Build a verified fund/portfolio track record and Analyst Rating Score
Certification tiers:
- Senior Capital Planning Analyst
- Lead Capital Planning Analyst
- Capital Planning Analyst / Associate
Rating Score: 90–100
Pay: $150–200/hour
Typical Background:
- Former private equity, corporate finance, fund operations, or strategic finance professionals with 5+ years of experience in capital planning, liquidity management, or portfolio operations
Rating Score: 80–89
Pay: $100–150/hour
Typical Background:
- Finance professionals with 3–5 years of experience in fund operations, capital allocation, or strategic financial planning
Rating Score: 60–79
Pay: $50–100/hour
Typical Background:
- Entry to mid-level analysts with strong modeling, forecasting, and analytical performance
Capital Planning Analysts are engaged based on category-specific approvals, earned through assessment and performance—not tenure.
Develop capital call and distribution forecasts for funds and portfolios
Model liquidity requirements, timing, and allocation across investments
Support scenario-based capital planning and contingency analysis
Evaluate capital efficiency and fund-level deployment strategies
Build and maintain fund or portfolio cash flow and three-statement models
Track portfolio-level KPIs, IRR, and performance metrics
Conduct sensitivity and scenario analyses for fund operations
Assist in risk management related to capital allocation and fund commitments
Prepare LP-facing capital planning reports and performance summaries
Support investment committees with fund-level planning insights
Assist in preparing strategic recommendations for capital deployment
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 (Capital Planning, Modeling, Portfolio Operations)
Become verified on the Initio Sphere platform
Begin earning immediately through hourly projects and live fund operations engagements
No cold applications. No unpaid “experience.” Verified Capital Planning Analysts are actively promoted to fund managers and capital partners.
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
Hold an 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 access to capital planning work
Approved work categories
Recommended hourly rates
Scores are updated based on analytical rigor, performance, and client feedback.
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 are 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 securities
Represent Initio Sphere in a regulated capacity
All work is limited to analytical, diligence, and capital planning support functions and must comply with applicable securities laws.
Immediate earning potential once verified
Exposure to real fund and portfolio capital planning decisions
Platform-driven credibility and analyst promotion
Long-term upside through repeat fund engagements and network growth
A single ecosystem for career, capital, and operational planning
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