Senior Client Associate

MIDDLEFIELD; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

An independent asset manager in Toronto is seeking a motivated Senior Client Associate to join their sales team. This role involves conducting portfolio analyses, preparing client reports, and developing client relationships. The ideal candidate will have 1-3 years of experience in the investment management industry and a degree in Finance or Business. Strong analytical skills and a keen interest in financial markets are essential. This full-time position offers a salary range of $70,000-$90,000 and direct communication with senior management.

Qualifications

• 1-3 years of experience in asset management/investment services preferred.
• Experience with portfolio analysis and performance comparisons is an asset but not required.

Responsibilities

• Conduct portfolio analyses and fund comparisons to identify how products fit within client’s portfolios.
• Prepare detailed reports for clients on portfolio performance and recommended strategies.
• Develop strong client relationships and respond to inquiries promptly.
• Participate in business development to attract new clients.
• Support client engagement strategies, including event coordination.
• Maintain accuracy and confidentiality of client records.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Critical thinking

Self-starter

Education

Bachelor’s or Master’s Degree in Finance, Business, or related field

Tools

Salesforce

Pardot Lightning

Capintel

FactSet

Job description

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.

Role Description

Middlefield Limited is seeking an analytical, motivated, and detail-oriented professional to join our sales team in a newly created Senior Client Associate role. The ideal candidate will have 1-3 years of experience in the investment management industry and a strong interest in client relations. This role offers direct lines of communication to senior management, including the Head of Sales, providing a unique opportunity for mentorship and career development.

Responsibilities

• 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.
• Respond to client inquiries promptly while developing strong relationships through a deep understanding of their needs, with the goal of becoming their primary point of contact over time.
• Participate in business development activities to attract new clients and expand existing relationships.
• 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.

Qualifications

• 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.

Who You Are

• Excellent interpersonal skills.
• Advanced analytical and critical thinking skills, with an interest in financial markets and client relationship management.
• Strong attention to detail and organizational skills, with the ability to manage multiple priorities.
• Ability to work independently and a demonstrated record of being a self starter.
• Demonstrated ability to collaborate effectively within a team setting and advance collective goals and outcomes.

Additional Job Details

Address: The Well - 8 Spadina Ave, Suite 3100, Toronto, ON M5V 0S8

Work hours/week: 37.5

Employment Type: Full time, in office

Salary Range: $70,000-90,000

Posted Date: January 14, 2026

Application Deadline: January 23, 2026

How to Apply

Interested candidates are invited to submit their resume and cover letter in one PDF document to [e-mail] with the subject line Senior Client Associate Application.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

AI tools may or may not be used in identifying candidates for this role.