Transaction Risk Advisor (Private Capital) jobs in United States
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Initio Real Estate Partners · 7 hours ago

Transaction Risk Advisor (Private Capital)

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 Transaction Risk Advisors (TRAs) to provide transaction risk assessment, diligence, and advisory support to investors, fund managers, and operators.

Real Estate

Responsibilities

Risk assessment of target investments and portfolios
Operational, commercial, and financial diligence
Quality of Earnings (QoE) analysis
Scenario and sensitivity testing for transaction risk
3-statement financial modeling
DCF / LBO modeling for risk-adjusted valuations
Comparable company and precedent transaction analysis
“Football field” valuation summaries for investor review

Qualification

Transaction Risk AssessmentFinancial DiligenceFinancial ModelingQuality of Earnings AnalysisDCF / LBO ModelingComparable Company AnalysisProfessional Credential CFAProfessional Credential CPAAnalytical SkillsCommunication SkillsTeam Collaboration

Required

Score ≥70% in at least one category of the Advisor Certification Assessment
Complete Initio Sphere Financial & Risk Training
Hold an active professional credential (CFA, CPA, Series 7, 63, 79, or equivalent)

Benefits

Immediate earning potential once verified
Real deal flow, not simulations
Platform-driven promotion and credibility
Long-term upside through transaction 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
Company data provided by crunchbase