Origination / Research Analyst - 2026

Clairvest; Toronto; On-site; CAD 50,000 - 60,000; Full time

Job summary

Clairvest is seeking an Origination Analyst in Toronto to support investment teams by sourcing prospects, preparing for conferences, and strengthening industry relationships. You will manage leads in Salesforce, track progress, and help expand Clairvest’s private equity origination capabilities.

The role emphasizes research, stakeholder communication, and a proactive approach to opportunity development within a fast-paced environment. On-site work at Yonge and St.

Qualifications

• 0-2 years of research, origination, business development or sales experience from internships or work
• A bachelor's degree in finance, business, or a related field
• Experience in using CRM software and other sales tools
• Strong communication, presentation, and interpersonal skills with the ability to build rapport with key stakeholders
• Self-motivation and a proven track record of achieving targets
• Ability to adapt in a dynamic and fast-paced work environment

Responsibilities

• Sourcing, Prospecting and Lead Generation: Identify, target, and qualify prospects through online research and conference preparation.
• Pipeline Management: Maintain accurate records of interactions, leads, and investment opportunities in our CRM (Salesforce).
• Domain/Industry Engagement: Engage with domain teams to understand needs, trends, and conferences; build target investment lists.
• Reporting: Provide regular reports on origination/outbound activities, results, and forecasts to leadership and domain teams.
• Technology enablement: Develop and evaluate tools to enable pipeline management and sourcing; increase efficiency of Clairvest’s process.
• Clairvest & Industry Knowledge: Stay current on market trends and align insights with domain needs.

Skills

Communication skills

Presentation skills

Interpersonal skills

Self-motivated

Target-driven

Research

Education

Bachelor's degree in finance, business, or related field

Tools

Salesforce

CRM software

Job description

Overview:

Clairvest is a highly reputable mid-market Private Equity firm with >$4Bn of assets under management and ~50 employees. We are looking for a dynamic and strategic Origination Analyst. In this role at Clairvest, you will play a pivotal role supporting our investment team in generating introductory leads/conversations, supporting our industry ‘domains’ in preparation for conferences and tradeshows and creating opportunities to build long lasting relationships that will drive growth at Clairvest. If you have an interest in private equity, experience working with large markets and data, experience in business development, and the ability to identify and capitalize on opportunities, we invite you to join our team and be part of our continued success.

Given the continued success at Clairvest, we are expanding our team with a full-time professional to support and further professionalize our origination function. This individual will work closely with the investment team and report directly to the Director of Investor Relations and Marketing.

The successful candidate will be responsible for:

• Sourcing, Prospecting and Lead Generation: Identify, target, and qualify prospects through online research, and conference preparation. Proactively identify potential investment opportunities for the domain (industry) teams.
• Pipeline Management: Work with the investment team to maintain accurate records of interactions, leads, and investment opportunities in our CRM (Salesforce). Monitor and manage the pipeline of prospects (CEOs/Founders/Owners) within each industry domain. Ensure consistent and prompt follow-ups
  from the investment team for all top prospects.
• Domain/Industry Engagement: Engage with domain teams to understand their needs, industry trends, conferences, and demonstrate the value of partnership. Support domain teams in building target investment lists and monitoring industry and company news flow.
• Reporting: Provide regular reports on origination/outbound activities, results, and forecasts to the leadership and domain teams.
• Technology enablement: Assist with developing evaluating potential tools that enable effective pipeline management & sourcing. Proactively identify and implement opportunities to increase the efficiency and throughput of Clairvest’s process.
• Clairvest & Industry Knowledge: Develop a deep understanding of our strategic position within the private equity market and key industry verticals. Stay current on market trends, competitive dynamics, and the broader landscape, while aligning insights with each domain team’s needs and priorities.

Successful candidates would have some of the following qualifications:

• 0-2 years previous research, origination, business development or sales experience through internships or previous work experience
• A bachelor's degree in finance, business, or a related field.
• Experience in using CRM software and other sales tools
• Strong communication, presentation, and interpersonal skills with the ability to build rapport with key stakeholders
• -Strong drive and confidence in the face of a challenge
• -Self-motivated and target-driven with a proven track record of achieving targets
• Ability to adapt in a dynamic and fast-paced work environment
• Knowledge of investment strategies and private equity principles a bonus

If you are a results-oriented and strategic professional with a passion for driving growth in the private equity sector, Join our team and play a pivotal role in sourcing investment opportunities and contributing to Clairvest's success.

Compensation Range: $50,000-$60,000 + bonus.

Note: our team works on site 5 days at Yonge and St. Clair.