Senior Analyst/Associate, Institutional Sales
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 3+ years of experience in institutional sales, capital markets, or a comparable client-facing finance role.
- Posting language
- English
- Posted
Original job description
Recognized as one of Canada's fastest-growing companies and backed by leading U.S. investors, Clarity is profitable, well-capitalized, and building a high-performance team to meet growing demand and pursue new market opportunities.
Interested in learning more about life at Clarity? Check out our careers page to see how you can grow with us!
As a Senior Analyst/Associate, Institutional Sales at Clarity, you will drive the growth of our institutional client base, owning the full relationship from initial introduction through trade execution. You will originate new institutional relationships, re-engage institutions already known to us that have not yet traded, and present the Clarity platform directly to clients.
In This Role, Your Responsibilities Would Include
- Originate and develop relationships with institutional investors.
- Identify and prioritize target institutions for introduction to Clarity.
- Re-engage existing institutional contacts who have not yet transacted on the platform.
- Present live demonstrations of the Clarity platform to institutional clients.
- Manage each opportunity from first conversation through to trade close.
- Collaborate with the Sales & Trading team to ensure smooth execution and client follow-through.
- 3+ years of experience in institutional sales, capital markets, or a comparable client-facing finance role.
- Demonstrated success building and maintaining institutional client relationships.
- Ability to present products clearly and credibly to sophisticated investors.
- Proven record of advancing opportunities from initial contact to close.
- Excellent written and verbal communication skills.
- Ability to operate independently in a fast-paced, high-accountability environment.
- Knowledge of private markets, secondary transactions, or pre-IPO securities.
- Established relationships with institutional investors, such as funds, family offices, and asset managers.
- Experience managing pipelines in a CRM.
- Familiarity with FINRA-regulated environments.
- Opportunity to participate in ownership of a rapidly growing company through our employee stock option plan.
- Comprehensive 100% employer-paid health & dental premiums and a Health/Personal Spending Account for Canadian employees. (An employer-subsidized benefits program is available for US-based team members).
- If you are based in Vancouver, enjoy a dedicated desk in our Vancouver, BC HQ, in the heart of downtown, with a fridge stocked with healthy snacks and drinks, an onsite gym, and a gorgeous rooftop amenity.
- Vancouver based employees enjoy a $20-per-day commuter benefit for every day you work in our downtown HQ.
- An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Clarity Women’s Network events.
- Significant opportunities for growth into team leadership and management roles.
- Entrepreneurial culture and a small and dynamic team.
- Sponsorship, immigration, and relocation for exceptional candidates.
AI, Automated Tools, And Applicant Privacy Notice
As part of our recruitment and hiring process, Clarity may use automated tools, including artificial intelligence (AI), to assist in screening applications, evaluating candidate qualifications, and supporting interview processes. These tools are designed to support and inform human decision-making and are not used as the sole basis for any employment decision.
We may collect, use, and analyze personal information you provide in connection with your application, including generating insights or inferences to assess job-related qualifications. This information is used for recruitment, evaluation, and compliance purposes in accordance with applicable law.
We take reasonable steps to evaluate and monitor our hiring tools and practices to promote fairness, consistency, and non-discrimination. Where required by applicable law - including in Ontario, Quebec, New York City, Illinois, and California - we conduct or rely on assessments such as bias audits, honor rights related to automated decision-making, and provide additional disclosures on request.
Depending on your location, you may have certain rights with respect to your personal information and the use of automated processing, including the right to request access to, correction of, or deletion of your information, or to receive additional information about our data practices. We honor such rights where required by applicable law.
For accommodation requests or questions about this notice, contact careers@clarity.com.
More about this job
Responsibilities
Originate and develop institutional investor relationships, identify target institutions, re-engage existing contacts, and present the Clarity platform. Manage opportunities from initial contact through trade close, coordinating with Sales & Trading to support execution and client follow-through.
Requirements
Candidates need at least three years of experience in institutional sales, capital markets, or a comparable client-facing finance role, with a demonstrated record of building institutional relationships and advancing opportunities to close. They should communicate credibly with sophisticated investors and work independently in a fast-paced environment; private markets knowledge, institutional investor relationships, CRM experience, and familiarity with FINRA-regulated environments are preferred.
Skills
- Institutional Sales
- Capital Markets
- Institutional Investor Relations
- Sales Origination
- Client Presentations
- Platform Demonstrations
- Opportunity Management
- Deal Closing
- Sales Pipeline Management
- Written Communication
- Verbal Communication
- Independent Work
- Private Markets
- Secondary Transactions
- CRM Management
Benefits
- Employee Stock Options
- Employer-Paid Health and Dental Insurance
- Health and Personal Spending Account
- Subsidized Benefits Program for U.S. Employees
- Onsite Gym
- Commuter Benefit
- Catered Meals and Social Events
- Team Retreats and Team-Building Events
- Growth Opportunities
- Visa Sponsorship and Relocation
Visa sponsorship
Detected
Categories
- Sales
- Finance & Accounting
Keywords
- Institutional Sales
- Institutional Investors
- Capital Markets
- Private Markets
- Secondary Transactions
- Pre-IPO Securities
- Venture-Backed Companies
- Liquidity
- Sales Origination
- Target Institutions
- Platform Demonstrations
- Opportunity Management
- Trade Execution
- Sales and Trading
- CRM
- FINRA
- Family Offices
- Funds
- Asset Managers