Investment Operations Mentor

Initio Capital; New York (NY); On-site; USD 276,000 - 689,000; Full time

Job summary

Initio Sphere is onboarding Investment Operations Mentors to provide operational leadership, transaction oversight, and capital-market guidance to fund managers, investors, and deal sponsors.

This is not a traditional employment role. Mentors operate as independent contractors, activated through a verification and approval process. Approved Mentors may advise on fund operations, deal execution, capital raising, and strategic investment processes.

Responsibilities

• Guide fund managers on operational strategy, capital structuring, and LP engagement
• Support deal sponsors with transaction execution, diligence oversight, and negotiation strategy
• Mentor analysts and deal scouts on financial modeling, diligence, and operational execution
• Provide portfolio advisory services, operational insights, and value creation guidance
• Facilitate curated introductions with institutional investors or co-investors

Job description

Independent Contractor Role Initio Sphere — Private Capital Ecosystem https://initiosphere.org Compensation: $200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement

About Initio Sphere

Initio Sphere is a private capital ecosystem where capital meets talent. We connect fund managers, investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships.

Investment Operations Mentors are a key tier of our ecosystem—providing high-touch operational and strategic guidance to fund managers, deal sponsors, and analysts while benefiting from earning opportunities and enhanced credibility across our network.

Role Overview

Initio Sphere is onboarding Investment Operations Mentors to provide operational leadership, transaction oversight, and capital-market guidance to fund managers, investors, and deal sponsors.

This is not a traditional employment role. Mentors operate as independent contractors, activated through a verification and approval process.

Once approved, Mentors:

Advise on fund operations, deal execution, capital raising, and strategic investment processes

Mentor analysts and deal scouts, building internal capacity and credibility

Access curated deal flow, earning opportunities, and platform-driven exposure

Build a verified Mentor Track Record within the ecosystem

This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven record of leading investments, scaling operational functions, or executing complex capital transactions.

What You’ll Do (Approval-Based)

Approved Mentors may:

Guide fund managers on operational strategy, capital structuring, and LP engagement

Support deal sponsors with transaction execution, diligence oversight, and negotiation strategy

Mentor analysts and deal scouts on financial modeling, diligence, and operational execution

Provide portfolio advisory services, operational insights, and value creation guidance

Facilitate curated introductions with institutional investors or co-investors

Mentors focus on high-level operational guidance, transaction oversight, and mentorship, rather than day-to-day administrative tasks unless specifically approved.

Eligible Advisory Areas

Fund operations, formation, and LP communications

Deal structuring, investment committee support, and transaction strategy

Operational or portfolio company advisory

Mentorship and technical training for analysts and scouts

Investor relations and network strategy

Approval is granted based on experience, track record, and demonstrated ability to advise on real transactions and operational execution.

Compensation & Deal Economics

Mentors are independent contractors

Hourly rates: $200–$500, based on experience, track record, and engagement scope

Transaction-based incentives may be earned for advisory on closed deals

Payments issued after successful completion of advisory milestones or deal closure

No cap on earning potential for consistent high-value contributions

Compliance Notice

Provide investment advice to the public

Solicit securities

Market investments outside of approved channels

Represent Initio Sphere in a regulated capacity

All advisory work must comply with applicable securities laws and focus on operational guidance, mentoring, and deal support.

Who This Role Is For

Ex-IB, PE, VC, or senior fund executives with proven operational and transaction experience

Experienced operators or founders with strong deal networks

Senior advisors who can mentor and elevate analysts and scouts

Professionals seeking high-touch advisory roles with strategic and operational exposure

Why Join Initio Sphere

Direct access to fund managers, investors, and live deal flow

Monetize expertise without traditional employment constraints

Build your reputation and credibility across a high-signal ecosystem

Mentor the next generation of analysts and deal scouts

Work on a single platform for advisory, capital, and professional growth