Overview
This role involves joining a private capital ecosystem as a Certified Capital Allocation Review Analyst. Analysts operate as independent contractors and are activated through a certification and verification process. Once approved, analysts gain access to paid capital allocation and investment review work, supporting investors, fund managers, and operators in evaluating capital deployment decisions.
Responsibilities
Depending on certification approvals, analysts may be engaged to:
- Review proposed capital deployments for risk-adjusted return potential
- Evaluate alignment with fund mandates, portfolio construction, and allocation strategy
- Assess opportunity cost and capital efficiency across competing investments
- Review underwriting assumptions and return drivers
- Review 3-statement financial models for accuracy and logic
- Evaluate valuation methodologies including DCF, LBO, NAV, comparable companies, and precedent transactions
- Assess sensitivity, scenario, and downside analyses
- Review capital stack structures and sources & uses
- Review Quality of Earnings (QoE) analyses and diligence findings
- Evaluate commercial, operational, and financial risks
- Identify concentration, liquidity, and downside exposure risks
- Support investment memo refinement and allocation rationale
Note: Analysts may only perform work in categories they are explicitly approved for. Approvals are earned through assessment and demonstrated performance.
Certification Tiers and Analyst Levels
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Senior Capital Allocation Review Analyst
- Rating Score: 90–100
- Pay: $150–200/hour
- Typical Background: 5+ years in investment banking, private equity, venture capital, asset management, real estate, or senior consulting with capital allocation or portfolio decision experience
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Lead Capital Allocation Review Analyst
- Rating Score: 80–89
- Pay: $100–150/hour
- Typical Background: 3–5 years of investment analysis, underwriting, or portfolio evaluation experience
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Capital Allocation Review Analyst / Associate
- Rating Score: 60–79
- Pay: $50–100/hour
- Typical Background: Entry to mid-level analysts with strong financial modeling and analytical skills
Requirements
To qualify, candidates must meet at least one of the following:
- Score 70% or higher in at least one category of the Certification Assessment
- Complete approved financial training
- Hold an active professional credential such as CFA, CPA, Series 7, 63, 79, or equivalent
Analyst Rating Score
Each analyst receives a 0–100 Analyst Rating Score that determines platform visibility, approved work categories, and recommended hourly rates. Scores are based on analytical rigor, judgment quality, clarity of insights, and compliance.
Compensation & Deal Terms
- Hourly rates range from $50 to $200 based on Analyst Rating Score and approval level
- Analysts are independent contractors, not employees
- Potential to earn up to 10% of the first $100,000 in transaction or allocation-related fees, with a maximum deal-based earning of $2,500 per transaction
- Payments are issued only after successful deal completion and fee collection
- Approvals may be revoked for quality or compliance issues
Compliance
Analysts do not provide investment advice, solicit or sell securities, or represent the organization in a regulated or fiduciary capacity. Work is strictly limited to capital allocation analysis, investment review, diligence evaluation, and financial assessment, complying with applicable securities laws.
Location
Remote work is implied; no specific geographic restrictions are stated.