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Investment Tax Administrator
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Full-time
Our client is an investment firm with a history of skillfully navigating the market and providing clients with exceptional service. If you are a proactive and goal-driven tax professional…
Bilingual Tax Administrator
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$55,000 to $65,000 CAD / year
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Remote, Canada
$55,000 to $65,000 CAD / year
Full-time · Remote
We’re looking to fill an opening for a Bilingual Tax Administrator to join our Operations team.
Bilingual Tax Administrator
Aviso Wealth
Remote, Canada
$55,000 to $65,000 CAD / year
Full-time · Remote
We’re looking to fill an opening for a Bilingual Tax Administrator to join our Operations team.
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3–5 years of investment funds tax experience with a major accounting firm, asset manager, or fund administrator.
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Wealth Management - Tax Administrator Internship/Co-op - Winter 2027 - Montreal
Scotiabank
Montreal, QC
As a Tax Administrator you will Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed /…
Tax Administrator, Scotiatrust - Toronto, ON (8-month contract)
Scotiabank
Toronto, ON
Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s…
Director, Investment Operations
CAAT Pension Plan
Toronto, ON · Head Office
Full-time
Supporting an approximately $25 billion portfolio, you will oversee key activities spanning investment accounting, fund administration, financial reporting, valuations, tax and custody and…
Director, Investment Operations
CAAT Pension Plan
Toronto, ON
Full-time
Supporting an approximately $25 billion portfolio, you will oversee key activities spanning investment accounting, fund administration, financial reporting, valuations, tax and custody and…
Senior Analyst, Fund Reporting
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Toronto, ON
$83,000 to $100,000 CAD / year
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2027 Wealth Management, Winter Finance Analyst (4-16 months)- EN
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2027 Wealth Management, Winter Finance Analyst (4-16 months)
RBC Dominion Securities
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2027 Wealth Management, Winter Finance Analyst (4-16 months)- EN
RBC Dominion Securities
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2027 Wealth Management, Winter Finance Analyst (4-16 months)
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2027 Wealth Management, Winter Finance Analyst (4-16 months)
Royal Bank of Canada
Montreal, QC · Quebec, QC
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2027 Wealth Management, Winter Finance Analyst (4-16 months)
RBC
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2027 Wealth Management, Winter Finance Analyst (4-16 months)
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CAAT Pension Plan

Director, Investment Operations

Toronto, ON, Canada
Head Office, Canada

Job type: Full-time

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Director of Investment Operations leads the public and private markets operations teams to ensure the integrity, control, and scalability of the organization's $25 billion investment portfolio. This role oversees key functions including investment accounting, fund administration, tax compliance, and reporting while partnering with senior leadership to advance enterprise priorities.

Requirements

Candidates must possess 10+ years of progressive experience in investment operations, finance, or accounting, ideally within a pension or institutional asset management environment. A professional designation such as CPA, CFA, or CBV is strongly preferred, along with demonstrated leadership skills and expertise in private market investment structures.

Experience

10+ years

Education

professional certificate

Working hours

40 hours per week

Work arrangement

Hybrid

Skills

Investment operations
Financial reporting
Fund administration
People leadership
Stakeholder management
Tax compliance
Process improvement
Valuation
Public markets
Private markets
Investment accounting
Custody management
Risk management
Strategic planning
Governance reporting

Benefits

Defined benefit pension plan
Comprehensive benefits
Wellness incentives
Flexible work arrangements

Visa sponsorship

Not detected in the job text

Keywords

Investment Operations
Pension Plan
Public Markets
Private Markets
CPA
CFA
CBV
Fund Administration
Investment Accounting
Financial Reporting
Tax Compliance
Custody Management
CEM Benchmarking
eFront
Private Equity
Infrastructure
Private Credit
Real Estate
Derivatives
Liquidity Management
Governance
Process Automation
Stakeholder Management
Investment Committee
Asset Management

Original job description

At CAAT, we’re passionate about what we do. And it shows!

Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It is different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we’d love you to be a part of it.

About the Role:

As Director, Investment Operations, you will lead the team responsible for the integrity, control and scalability of CAAT’s operating environment across both public and private market portfolios.

Supporting an approximately $25 billion portfolio, you will oversee key activities spanning investment accounting, fund administration, financial reporting, valuations, tax and custody and cash management. As the portfolio continues to grow in complexity, you will help ensure our operating model, policies and controls continue to scale with the needs of the organization.

You will also contribute to senior management and governance reporting, including investment cost and benchmarking activities, and may periodically present complex investment-operational matters to senior leadership and the Investment Committee.

As the Newest Member of Our Team, You'll:

Lead the Public Markets and Private Markets Operations teams, creating clear accountability, strong collaboration and consistent standards across the team.
Provide leadership and coaching to staff supporting their professional development and promoting a high-performance team culture.
Manage the relationship with CIBC Mellon (custodian, fund administrator and securities lending agent) ensuring issues are effectively managed and service expectations are met.
Ensure accurate and timely maintenance of accounting and custody records.
Ensure investment-related tax compliance is met including all foreign filing obligations, tax documentation for investment entities and withholding tax recovery in collaboration with external tax advisors.
Act as a senior point of escalation for complex operational, accounting and valuation related matters.
Partner with Investment teams to ensure new mandates and investment structures are operationally supported
Lead continuous improvement across the function by identifying opportunities to simplify processes, reduce manual work, strengthen controls and improve scalability through automation and technology.
Support investment-related financial reporting, audit requirements and other governance activities in partnership with Finance, Investments and external auditors.
Build strong partnerships across Investments, Finance, Legal, Information Technology and other functions to resolve issues and advance enterprise priorities.
Establish and maintain strong policies and controls that protect the integrity of investment data and accounting records.

To Succeed, You Bring:

10+ years of progressive experience in investment operations, finance, accounting, or related function.
Experience within a pension plan, institutional asset owner, sophisticated asset manager, insurer or comparable investment organization is a strong asset.
knowledge of private equity, infrastructure, private credit and/or real estate investment structures, including related operational, accounting and valuation considerations.
Strong working knowledge of public-market investment operations and the ability to provide effective oversight across areas such as equities, fixed income, derivatives, cash and liquidity.
Demonstrated people leadership experience, including the ability to coach, develop and empower experienced professionals and people leaders.
Sound analytical judgment and the ability to investigate complex issues, challenge assumptions and ensure information is accurate, complete and decision useful.
Strong stakeholder management skills and the ability to build trusted relationships with Investment professionals, Finance leaders, external providers and senior executives.
Strong communication skills, with the ability to explain complex investment, financial and operational matters clearly to stakeholders.
Experience leading meaningful process improvements or system implementations within an investment or financial environment is an asset.
A CPA, CFA, CBV or other relevant professional designation is strongly preferred.
Experience with investment cost reporting and benchmarking (such as CEM Benchmarking), private market accounting systems (eFront) or comparable would be considered an asset.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you’ll enjoy:

Opportunities to Build a Better You: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
Comprehensive & Holistic Care: Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.
A Place to Collaborate and Win: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.
Work that Truly Matters. You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more.

If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.

Learn more about us by visiting www.caatpension.ca/careers

No artificial intelligence tools are used to screen, assess, or select applicants for this position. Artificial intelligence tools may be used to help recruiters identify potential candidates on external platforms. All hiring decisions are made by human reviewers.

Diversity, Equity, Inclusion, and Belonging (DEIB):

DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at [email protected] or call Human Resources at 416-673-9000 for assistance.

Vacancy:

This posting is for an existing vacancy

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