Initio Real Estate Partners · 1 day ago
Capital Strategy Analyst
Initio Real Estate Partners is a full-service private capital ecosystem where capital meets talent. They are seeking qualified finance professionals to join as Certified Capital Strategy Analysts, who will support fund managers, investors, and operators on capital-related decisions and contribute to fundraising and portfolio strategy initiatives.
Real Estate
Responsibilities
Support fund managers, investors, and operators on capital-related decisions
Contribute to fundraising, structuring, and portfolio strategy initiatives
Build a verified deal and advisory track record with an Analyst Rating Score
Complete the Analyst Certification Assessment or approved training
Receive category-specific approvals (Capital Strategy, Modeling, Valuation, Due Diligence)
Get verified on the platform
Begin earning income immediately through hourly projects and live deal engagements
Capital stack design and optimization
Equity vs. debt structuring analysis
Fund-level and deal-level capital planning
Scenario modeling for financing strategies
Fund strategy positioning and narrative support
LP materials, pitch decks, and investment memos
Portfolio construction and capital deployment analysis
Sensitivity and return impact analysis for investors
3-statement financial models
DCF and LBO analysis
Commercial real estate underwriting
Scenario and sensitivity analysis
Comparable company and precedent transaction analysis
Football field valuation summaries
Quality of Earnings (QoE) analysis
Commercial and operational diligence
Risk assessment related to capital structure and liquidity
Investment committee and decision-support materials
Qualification
Required
Score ≥70% in at least one category of the Analyst Certification Assessment
Complete Initio Sphere Financial Training
Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)
5+ years of experience for Senior Capital Strategy Analyst
3–5 years of experience for Lead Capital Strategy Analyst
Entry to mid-level analysts for Capital Strategy Analyst / Associate
Company
Initio Real Estate Partners
Initio Capital is a premier real estate investment and advisory firm specializing in Development & Capital Advisory, Fund Services, and Investments.
Funding
Current Stage
Early StageCompany data provided by crunchbase