Jobs · Quality Assurance

Deal Quality Advisor

Initio Capital · New York, NY · 1 mo ago
RemoteRemoteQuality AssuranceFull-time

About the role

This role is ideal for professionals with deep transaction experience, advisory expertise, or strong deal evaluation skills, including operators, brokers, intermediaries, and experienced financial advisors.

Responsibilities

  • Evaluate proprietary or semi-proprietary investment opportunities for structure, economics, and credibility
  • Advise Deal Scouts on improving deal presentation and documentation
  • Highlight key risk factors and strategic considerations to investors and sponsors
  • Certify deals for quality before introduction to capital partners
  • Support the early diligence handoff while analysts handle modeling

Requirements

  • Deep transaction experience, advisory expertise, or strong deal evaluation skills
  • Direct exposure to real transactions, proprietary deal flow, or deal evaluation expertise
  • Ability to evaluate investment opportunities for structure, economics, and credibility
  • Experience working with Deal Scouts and analysts to improve deal presentation and documentation
  • Strong understanding of key risk factors and strategic considerations for investors and sponsors
  • Ability to certify deals for quality before introduction to capital partners
  • Experience supporting the early diligence handoff while analysts handle modeling

Qualifications

  • Operators with direct exposure to real transactions
  • Brokers and intermediaries with proprietary deal flow
  • Advisors, consultants, or professionals with deal evaluation expertise
  • Networked professionals who consistently identify high-quality opportunities

Skills

  • Deal evaluation expertise
  • Understanding of investment structures and economics
  • Experience working with Deal Scouts and analysts
  • Knowledge of key risk factors and strategic considerations

Benefits

  • Opportunity to monetize deal advisory and quality expertise without building a fund
  • Earn on transactions without underwriting or capital risk
  • Work directly with credible capital allocators
  • Build a verified track record of quality assurance and deal credibility
  • One ecosystem for sourcing, credibility, and upside

Pay

Deal-based earnings + performance bonuses (Typically $1,000–$10,000+ per validated transaction, depending on deal size and advisory scope)

Schedule

Flexibility to manage deals as they come in, with no set hours or schedule required.

Similar jobs

Financial Advisor

Northwestern MutualPortland, OR· 6 days ago
Finance$61k–$119k/yrapply on careers-northwesternmutual.icims.com

Financial Advisor

Suncoast Credit UnionBradenton, FL· 1 mo ago
Financeapply on careers.suncoastcreditunion.com

financial advisor

orsa credit unionPlymouth, MI· 1 mo ago
Finance$48k/yrapply on workforcenow.adp.com

Financial Advisor

South Shore BankWeymouth, MA· 8 mo ago
Sales$60k/yrapply on recruiting.paylocity.com

Financial Advisor

NASA Federal Credit UnionFalls Church, VA· 2 wk ago
Finance$100/hrapply on jobs.lever.co

Financial Advisor

Golden Summit Wealth & Insurance SolutionsSan Jose, CA· 1 wk ago
Finance$110k–$300k/yrapply on jsco.re