Investment Process Analyst

Job overview

The Investment Process Analyst role is listed in New York, NY. The posting describes success-based compensation, typically $1,000–$10,000+ per closed transaction, paid upon transaction close and fee collection. Initio Sphere is a private capital ecosystem connecting fund managers, investors, and operators with deal flow and transaction support. After verification and category approval, analysts coordinate deal workflows, review transaction materials, flag risks or missing information, and facilitate handoffs among deal scouts, analysts, and capital partners. The role supports deal evaluation and execution processes; analysts do not source deals, underwrite returns, or raise capital.

What you'll do

• Coordinate and monitor deal flow from sourcing through execution
• review transaction materials for completeness and readiness
• support platform quality standards
• identify risks, missing information, and process inefficiencies
• and facilitate handoffs among deal scouts, analysts, and capital partners.

What we're looking for

Skills & competencies

investment process analyst

private markets

deal evaluation

transaction support

deal flow

process management

new york ny

initio capital

success-based compensation

private capital

Work arrangement

• Weekend coverage required

Why this role

Certified contractor role activated through verification and approval; success-based compensation for closed transactions.

About the employer

Initio Capital is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.