Investment Guidance Specialist
initio capitalNew York, NY
$200–$500/hourAPPLY NOW (opens in a new tab)
Investment Guidance Specialist
initio capitalNew York, NY
7 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services$200–$500/hour
APPLY NOW (opens in a new tab)About the role
Independent Contractor RoleInitio Sphere — Private Capital Ecosystemhttps://initiosphere.orgCompensation:$200–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement About Initio SphereInitio 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 Guidance Specialists are a critical tier of our ecosystem—providing high-touch strategic and operational guidance to sponsors, funds, and investors while benefiting from earning opportunities and enhanced credibility across the network.
Role Overview:
Initio Sphere is onboarding Investment Guidance Specialists to deliver expert advice and mentorship in private capital strategy, deal structuring, and operational execution.
This is not a traditional employment role. Specialists operate as independent contractors, activated through a verification and approval process.
Once approved, Investment Guidance Specialists:
- Advise fund managers and deal sponsors on investment strategy, fund formation, capital raising, and operational planning
- Mentor analysts and deal scouts to build internal capacity, deal evaluation skills, and sourcing expertise
- Access curated deal flow, earning opportunities, and platform-driven exposure
- Build a verified Advisor Track Record within the Initio Sphere ecosystem
This role is ideal for experienced operators, ex-investment bankers, fund managers, or senior consultants with a proven track record of executing or advising on successful capital transactions.
What You'll Do:
(Approval-Based)
Approved Specialists may:
- Advise fund managers on portfolio strategy, capital allocation, LP engagement, and fundraising positioning
- Support deal sponsors with transaction structuring, diligence oversight, and negotiation guidance
- Mentor analysts and deal scouts on sourcing, diligence, and transaction execution best practices
- Provide operational and portfolio company advisory to maximize investment outcomes
- Participate in curated introductions with institutional investors or co-investors
Specialists focus on high-level guidance, strategic decision-making, and mentorship. Day-to-day modeling or underwriting is handled by analysts unless explicitly approved.
Eligible Advisory Areas
Investment strategy and portfolio guidance
Fund formation, capital raising, and LP communications
Deal structuring, investment committee support, and transaction strategy
Mentorship and technical training for analysts and deal scouts
Investor relations and network positioning
Approval is granted based on experience, track record, and demonstrated ability to guide real-world private capital transactions.
Compensation & Deal Economics
Specialists are independent contractors
Hourly rates: $200–$500, depending on experience, track record, and engagement scope
Transaction-based incentives may be earned for advisory on closed deals
Payments issued upon successful completion of advisory milestones or deal closure
No cap on earning potential for consistently high-value contributions
How Specialists Get Activated
Submit an application with background, track record, and deal history
Complete verification and category approval
Gain promotion within the Initio Sphere platform
Begin advisory engagements with funds, sponsors, and analysts
This process ensures selectivity, credibility, and direct access to meaningful investment opportunities.
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 is limited to strategic guidance, mentorship, and deal support and must comply with applicable securities laws.
Who This Role Is ForEx-IB, PE, VC, or senior fund executives with a proven transaction record
Experienced operators or founders with strong proprietary deal networks
Senior advisors who can mentor and elevate analysts and deal scouts
Professionals seeking high-touch advisory roles with exposure to real capital deals
Why Join:
- Initio SphereDirect access to fund managers, investors, and live deal flow
- Monetize expertise without traditional employment constraints
- Build reputation and credibility across a high-signal ecosystem
- Mentor top-tier analysts and deal scouts, shaping the next generation
- One platform for advisory, capital, and professional growth
Matching similar jobs
JOB OVERVIEW
Salary
$200–$500/hour
Experience level
Senior
Location
New York, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
7 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)