Origination / Research Analyst - 2026

Job summary

The analyst is responsible for identifying and qualifying investment prospects through research and lead generation to support industry domain teams. They will also manage the pipeline in Salesforce and provide regular reporting on outbound activities to leadership.

Job details

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, we encourage you to apply. 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.

What you’ll do

The analyst is responsible for identifying and qualifying investment prospects through research and lead generation to support industry domain teams. They will also manage the pipeline in Salesforce and provide regular reporting on outbound activities to leadership.

Requirements

Candidates should have 0-2 years of experience in research or business development and a bachelor's degree in finance, business, or a related field. Proficiency with CRM tools and strong communication skills are required.

Listed skills

• Data analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sourcing
• Prospecting
• Lead Generation
• Pipeline Management
• Market Research
• CRM Software
• Business Development
• Interpersonal Communication
• Private Equity Principles
• Strategic Planning
• Data Analysis
• Presentation Skills

Job areas

• Finance & Accounting
• Sales
• Data & Analytics
• Consulting
• Management & Leadership