Investment Research Analyst jobs in United States
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Initio Real Estate Partners · 2 hours ago

Investment Research Analyst

Initio Real Estate Partners is a full-service private capital ecosystem where capital meets talent. They are seeking qualified finance and investment professionals to join as Certified Investment Research Analysts, who will support investors and fund managers with actionable research and access live deal flow.

Real Estate

Responsibilities

Gain promotion and visibility within the Initio Sphere platform
Access live deal flow and paid research and analytical work
Support investors, fund managers, and operators with actionable research
Build a verified track record and Analyst Rating Score
Private market opportunity analysis
Company, industry, and competitor research
Precedent transaction reviews
Capital structure and financing analysis
Investor mapping and market intelligence
Data-driven financial modeling and valuation support
Quality of Earnings (QoE) summaries
Risk assessment and scenario analysis
Investment memo and presentation preparation

Qualification

Investment researchFinancial modelingData analysisCFA certificationCPA certificationCommunication skillsTeam collaboration

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)

Benefits

Immediate earning potential once verified
Access to real live deal flow , not simulations
Platform-driven promotion and credibility
Long-term upside through deal exposure and network growth
A single ecosystem for career, capital, and opportunity

Company

Initio Real Estate Partners

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Initio Capital is a premier real estate investment and advisory firm specializing in Development & Capital Advisory, Fund Services, and Investments.

Funding

Current Stage
Early Stage
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