Certified Portfolio Transaction Analyst

TEEMA Solutions Group; New York (NY); Remote; USD 68,880 - 275,520; Part time

Job summary

A leading private capital ecosystem is looking for Certified Portfolio Transaction Analysts to support active portfolio transactions. This independent contractor role offers flexible hourly rates based on an Analyst Rating Score. Candidates must have finance experience, complete the Analyst Certification Assessment, and have at least one relevant professional credential. Analysts will engage in transaction modeling, valuation, and financial analysis while gaining direct exposure to investment opportunities. Immediate earning potential is available upon verification.

Qualifications

• 5+ years of experience in portfolio and transaction execution.
• Strong technical skills with exposure to transaction support.
• Experienced in finance-related projects involving deal flow.

Responsibilities

• Build and maintain transaction models.
• Support bolt-on acquisitions and exits.
• Analyze performance across portfolio companies.

Skills

Analytical skills

Transaction modeling

Valuation techniques

Financial analysis

Education

Active professional credential (CFA, CPA or equivalent)

Completion of Initio Sphere Financial Training

Job description

A leading private capital ecosystem is looking for Certified Portfolio Transaction Analysts to support active portfolio transactions. This independent contractor role offers flexible hourly rates based on an Analyst Rating Score. Candidates must have finance experience, complete the Analyst Certification Assessment, and have at least one relevant professional credential. Analysts will engage in transaction modeling, valuation, and financial analysis while gaining direct exposure to investment opportunities. Immediate earning potential is available upon verification.