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Careers at MIDDLEFIELD®
Opportunities
The Middlefield Group® is a leading innovator in the financial services industry known for its creative structuring and professional management of specialized financial assets.
We are currently looking for:
 
Fund Accountant
       
Job Purpose:
This position reports to the Vice President, Operations
 
Desired Skills & Experience:
  • Minimum of 3-5 years accounting experience, preferably in the Financial Services industry.
  • Experience in trust/corporation/partnership tax return preparation and use of Taxprep software.
  • Proficiency in MS Word and Excel.
  • Excellent written and verbal English communication skills.
  • Good organizational skills required and must be detailed oriented.
 
Job Duties:
Based in our Toronto office, the candidate will be relied upon to:
 
     
  • Prepare trust and/or limited partnership fund annual and semi-annual reports.
  • Calculate monthly rates of return.
  • Prepare annual budgets and accruals.
  • Prepare annual tax calculations for Partnership tax returns and associated tax slips.
  • Assist in the preparation of annual tax calculations for trust and corporate funds.
  • Prepare annual tax packages sent to investors.
  • Coordinate with banks re: loan renewals, payments and compliance with loan covenants.
  • Handle dissolutions and cancellations of extra-provincial registrations.
  • Accounts payable/accounts receivable functions.
  • Monthly bank reconciliations.
  • Other administrative duties as required.
 
Education:
Preference will be given to candidates with an accounting designation, however consideration will be given to candidates with an undergraduate degree in Accounting.
 
We thank all applicants for their interest. However, only those selected for an interview will be contacted. No telephone calls please. If you are interested in applying for this position, please deliver or send résumé and transcripts by email or regular mail.
 
Equity Research Analyst - Global Equities
       
Job Purpose:
As an Analyst in Equity Research, you will have an opportunity to work in a dynamic environment reporting directly to a Senior Portfolio Manager, as well as supporting the Chief Investment Officer responsible for the research, analysis and valuation of global equites.
 
Desired Skills & Experience:
  • Strong analytical and quantitative skills
  • Superior writing, presentation skills with exceptional attention to detail
  • Proficiency with Microsoft Office
  • Ability to work independently as well as closely with the team
  • Exceptional client communication skills
  • Passion for the capital markets
  • Ability to take initiative and strong work ethic
  • Excellent time management skills
 
Job Duties:
Based in our Toronto office, the successful candidate will be relied upon to:
 
     
  • Multi-sector industry research and analysis
  • Asset management support and reporting
  • Fund administration support and analysis
  • Preparation of marketing materials and relationship management support
  • Participate in marketing roadshows
  • Prepare fact sheets and Fund presentations
  • Other tasks as required by management
 
Education:
The ideal candidate will have 2 to 5 years of equity research experience and hold an undergraduate degree in Business, Engineering or Mathematics. A CFA, MBA or Accounting designation would be a distinct asset.
 
We thank all applicants for their interest. However, only those selected for an interview will be contacted. No telephone calls please. If you are interested in applying for this position, please deliver or send résumé and transcripts by email or regular mail.
 
Associate, Sales & Marketing
       
Job Purpose:
This position reports to the Director, Sales & Marketing
 
Desired Skills & Experience:
  • Minimum of 1-3 years Financial Services experience
  • Self-motivated and highly disciplined team player
  • Excellent oral and written communication skills
  • Bilingual (English/French) is an asset
 
Job Duties:
Based in our Toronto office, the candidate will be required to assist in bringing awareness of Middlefield's product platform (Mutual Funds, Closed-End Funds and Flow-Through Funds) to investment advisors across the IIROC and MFDA channels. The candidate must have a strong understanding of the fund management business, including a good understanding of the mutual fund industry. The successful candidate will be relied up to:
 
     
  • Work with the Sales team to increase net sales and market share of Middlefield's products with Advisors across Canada.
  • Proactively contact Advisors to initiate or expand on existing relationships.
  • Ensure reginal events and road shows are executed to a high standard.
  • Service the needs of Advisors by handling incoming and outgoing communications (written and verbal).
  • Maintain timely and accurate records of all Sales activities in our CRM system.
  • Support the Sales team by promptly following up on meetings, road shows, events and web casts.
  • Develop pertinent marketing materials to help our clients grow their business.
  • Assist in special ad hoc projects as required.
  • Travel occasionally for advisor meetings and presentations.
 
Education:
Preference will be given to candidates with a CSC certification or working towards. Consideration will also be given to candidates with an undergraduate degree in Commerce, Finance or Business Administration.
 
We thank all applicants for their interest. However, only those selected for an interview will be contacted. No telephone calls please. If you are interested in applying for this position, please deliver or send résumé and transcripts by email or regular mail.
 
Director, Sales & Marketing
       
Job Purpose:
Support senior executive team in achieving overall sales growth. Manage sales staff; plan, evaluate and execute strategic department activities.
 
Experience:
5-7 years in a sales role at an investment manager, or similar financial institution.
Salary will be commensurate with experience.
 
Job Duties:
Based in our Toronto office, the candidate will be required to assist in bringing awareness of Middlefield's product platform (Mutual Funds, Closed-End Funds and Flow-Through Funds) to investment advisors across the IIROC and MFDA channels. The candidate must have a strong understanding of the fund management business, including a good understanding of the mutual fund industry. Experience in managing people and processes across the sales and marketing function would be an asset.
 
     
  • Formulate and implement a plan to grow awareness of Middlefield's products among investment advisors in Canada.
  • Develop the next generation of Middlefield supporters by increasing sales among existing clients and emerging prospects. Uncover new clients outside of Middlefield's purview. Manage personal client contact list and execute growth strategy.
  • Hire, train and work closely with an inside wholesaler.
  • Provide a bridge between sales, corporate development and portfolio management. Liaise with senior individuals across all three departments and manage day to day sales activities.
  • Develop annual sales plans for Middlefield, identifying key strategies for increasing penetration into bank-owned dealers, independent dealer firms and the MFDA channel.
  • Review and suggest updates to marketing and support materials.
  • Provide marketplace intelligence to the sales and corporate development team. Maintain knowledge of the competitive environment.
  • Develop media/press relations. Evaluate traditional and social media channels as a means to reach the customer.
  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking industry practices; participating in professional societies, maintaining financial education.
 
Education:
Preference will be given to candidates with a CFA, MBA and/or CA. Consideration will also be given to candidates with an undergraduate degree in business and/or engineering and relevant work experience.
 
We thank all applicants for their interest. However, only those selected for an interview will be contacted. No telephone calls please. If you are interested in applying for this position, please deliver or send résumé and transcripts by email or regular mail.
 
Submit your resume in confidence to:
Judy Marks
Human Resources
Middlefield Group®
First Canadian Place, 58th Floor
P.O. Box 192
Toronto, Canada M5X 1A6

 
     
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