|
|
|
|
| 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: |
|
| Analyst, Corporate
Finance |
|
| Industry: Investment Management |
|
| Timing:
Immediate Opening |
|
| Desired
Candidate Profile: |
|
- MBA, CFA or undergraduate
business / mathematics degree
- Excellent grades
- Ability to create financial
models
- Very strong computer skills,
specifically in the use of Excel (i.e. Macros, advanced functions, etc.)
- A detail-oriented, analytical
thinker
- Strong communication skills -
verbal and written
- Investment industry experience or
credentials such as CSC
|
| Position
Description: |
|
| This is a
position in the investment management industry. The selected candidate will
work closely with the corporate finance team. Primary responsibilities include
the development of new financial products, the creation and maintenance of
financial models and monitoring the competitive landscape. |
| |
| Please
deliver or mail résumé with a copy of transcripts by regular mail
to: |
|
Middlefield
Group
1 First Canadian Place
P.O. Box 192
Toronto, Ontario, M5X
1A6
Attention: Jeremy Brasseur |
| Please note that only those candidates that provide a
copy of transcripts with their résumé will be contacted. No phone
calls, e-mails or faxes please. |
|
|
| Marketing Department -
Wholesalers |
|
Key
Responsibilities:
- Provide client service support to
Middlefield's existing and prospective brokers/dealers, individual stakeholders
and administrative support partners at client firms with the aim to increase
asset retention
- Contribute to meeting our sales targets
by actively promoting Middlefield solutions to increase sales and achieve
Annual Sales Plan targets
- Responsible for developing and
maintaining product presentations, and other product-related marketing
material
- Nurture and develop new advisor
relationships
- Increase advisor use of Middlefield
products by actively educating them on our product and service offerings
- Probe, qualify and gather business
intelligence to identify potential core supporters in order to meet our goals
for maximizing sales opportunities
- Monitor competitive environment,
including performance, rankings, and industry sales flow, to determine
opportunities and threats; recommend actions needed to maintain and improve our
competitive product positioning
- Respond to inquiries, concerns and
complaints from existing and prospective clients via the telephone regarding
account details, fund information, marketing material and/or in writing to
achieve a mutually satisfactory solution while complying with policies,
practices and procedures
Requirements:
- Minimum 2 years experience in
securities industry required
- Experience in mutual fund inside sales
or marketing roles strongly preferred
- Proficiency with Word, Power Point,
Excel
- Excellent written and verbal
communication skills
- Excellent interpersonal skills
- Detail- oriented
|
|
| |
 |
| 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
|
|
|
|
|
|
