Capital Planning Analyst

Certified Contractor Roles: Analyst
· Lead
· Senior
Initio Sphere Private Capital Ecosystem – (Use the "Apply for this Job" box below)..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…