Middlefield Limited is an independent investment management firm headquartered in Toronto with a more than 45‑year history serving Canadian investors. Long recognized for its equity income expertise and innovative product structures, Middlefield is in an exciting phase of evolution as it sharpens its focus on scalable mutual funds and ETFs and invests in strengthening its core investment platform. With a collaborative culture and a long‑term orientation, the firm is committed to delivering consistent, risk‑disciplined outcomes for investors while building depth and continuity within its investment team.

 

Middlefield is seeking a Portfolio Manager, Equities to play an integral role within its equity investment platform. Reporting to the Chief Investment Officer, this individual will contribute to the management and execution of existing equity mutual fund mandates, supporting consistent performance, portfolio depth, and long‑term succession planning, with the opportunity to assume lead responsibility for an existing or new equity mandate over time. The role is hands‑on and investment‑focused, combining fundamental research, portfolio construction, and active collaboration within a flat, entrepreneurial team environment.

 

The Portfolio Manager will be responsible for generating and evaluating investment ideas across North American equity markets, with a focus on quality, cash‑flow‑generating businesses aligned with Middlefield’s equity income and total‑return philosophy. The role involves close partnership with senior portfolio managers on security selection, position sizing, and risk management, as well as ongoing monitoring of portfolio holdings and market developments. The successful candidate will also contribute to written and verbal investment commentary and work closely with sales and marketing colleagues, including participation in advisor and client meetings, to support understanding, confidence, and asset growth.

 

The ideal candidate is an intellectually curious and disciplined equity investor with experience in active portfolio management and fundamental research. They bring sound investment judgment, a strong understanding of portfolio construction and risk management, and the ability to clearly communicate investment ideas. Comfortable operating in a highly collaborative environment, this individual is motivated by the opportunity to grow within a stable, independent firm, expand their influence on portfolio decisions, and assume broader leadership responsibility over time as part of Middlefield’s long‑term investment platform.

 

To fill this position, Middlefield Limited has partnered with leadership advisory firm Odgers. Applications are encouraged immediately and should be submitted online below.

 

We thank all those who express an interest, however only those chosen for further development will be contacted. This is a publicly advertised job posting for an existing vacancy. Odgers does not use artificial intelligence (AI) to screen, assess, or select applicants for a position.

Middlefield Limited is an equal opportunity employer. In accordance with the Accessible Canada Act, 2019 and all applicable provincial accessibility standards, upon request, accommodation will be provided by both Odgers and Middlefield Limited throughout the recruitment, selection and/or assessment process to applicants with disabilities.

 

Odgers is deeply committed to diversity, equity, and inclusion in all the work that we do. As part of our efforts to better understand our ability to reach as broad a pool of candidates as possible for our searches, our DEI team would like to encourage you to take a moment and access our Self-Declaration Form.