Origination / Research Analyst - 2026

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

Job summary

Clairvest is expanding its origination function with a full-time Origination Analyst to support the investment team. You will identify prospects, conduct online research, and prepare for conferences while maintaining CRM records and building relationships across industry domains.

The role reports to the Director of Investor Relations and Marketing and requires 0-2 years of relevant experience, a finance/business degree, and strong communication skills. On-site at Yonge and St. Clair, Toronto.

Qualifications

• 0-2 years of research, origination, business development or sales experience (internships/work).
• Bachelor's degree in finance, business, or related field.
• Experience using CRM software and other sales tools.

Responsibilities

• Sourcing, Prospecting and Lead Generation: identify, target and qualify prospects through online research and conference preparation.
• Pipeline Management: maintain records of interactions, leads and opportunities in CRM; monitor pipeline.
• Domain/Industry Engagement: engage with domain teams to understand needs and trends.
• Reporting: provide regular origination/outbound activity reports.
• Technology enablement: assist in evaluating tools to improve pipeline management and sourcing.
• Industry knowledge: stay updated on market trends and align insights with domain needs.

Skills

CRM experience

Lead generation

Prospecting

Communication skills

Presentation skills

Target-driven

Education

Bachelor's degree in finance or business

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

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

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