Founded in 1979, Middlefield is an independent asset manager based in Toronto, Canada. Through a variety of investment products, we focus on delivering portfolios that are actively managed, high conviction and built around our core expertise, which includes diversified equity and fixed income, real estate, healthcare, innovation and energy and infrastructure.

Middlefield

Limited is seeking an analytical, motivated, and detail-oriented skilled to join our sales team in a newly created Senior Client Associate role. This role offers direct lines of communication to senior management, including the Head of Sales, providing a unique opportunity for mentorship and career development. Conduct portfolio analyses and fund comparisons to identify how Middlefield products integrate within client’s existing portfolios, highlighting key differentiation and value-added attributes.

Prepare detailed reports and presentations for clients, highlighting portfolio performance and market trends, and providing insights and recommendations on investment strategies.



Support the development and implementation of client engagement strategies, including but not limited to event coordination and execution. Maintain and update client records and databases, ensuring accuracy and confidentiality. 1-3 years of experience in asset management/investment services preferred. ~ Bachelor’s or Master’s Degree in Finance, Business, or a related field. ~ Experience with Salesforce or Pardot Lightning is an asset. ~ Experience with Capintel, FactSet, or a comparable financial technology software is an asset but not required. ~ Experience with portfolio analysis and performance comparisons is an asset but not required.

Employment Type: Full time, in office Posted Date: January 14, 2026 Application Deadline: January 23, 2026 Interested candidates are invited to submit their resume and cover letter in one PDF document to with the subject line Senior Client Associate Application.

📌 Medical Office Associate (Toronto)
🏢 MIDDLEFIELD
📍 Toronto