Large

The Public Sector Pension Investment Board (PSP Investments) is one of Canada's largest pension investment managers with $230.5 billion of net assets as of March 31, 2022. It manages a diversified global portfolio composed of investments in public financial markets, private equity, real estate, infrastructure, natural resources and private debt. Established in 1999, PSP Investments manages net contributions to the pension funds of the federal Public Service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. For more information, visit investpsp.com or follow us on Twitter and LinkedIn.

Finance

PSP Investments

You must have a graduate degree in taxation or CICA course, a lawyer/CPA designation, 8-10 years of tax experience, strong organizational skills, bilingual in English and French.

You will oversee global transactions, engage with investment teams for tax support, collaborate with advisors, manage tax compliance, monitor tax structures, and stay updated on regulations.

Legal

Banking & Finance

<div>
 <div>
  ABOUT US
 </div>
 <div></div>
 <div>
  We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.
 </div>
 <div>
  <br> We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.
 </div>
 <div></div>
 <div>
  Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.
 </div>
 <div></div>
 <div>
  EXPERIENCE THE EDGE
 </div>
 <div></div>
 <div>
  At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an 
  <div>
   inclusive work environment
  </div> where diversity is embraced.
 </div>
 <div></div>
 <div>
  ABOUT THE TEAM
 </div>
 <div></div>
 <div>
  The Taxation Group supports our public and private markets investments in all aspects of M&amp;A activity and asset management. Your role is purely advisory, there is a dedicated team that manages PSP’s tax reporting and tax compliance requirements. The Taxation Group is located in Montreal and in London. This role is based in Montreal.
 </div>
 <div></div>
 <div>
  ABOUT YOUR ROLE
 </div>
 <div></div>
 <div>
  As a Director, Taxation, you will:
 </div>
 <ul>
  <li>
   <div>
    Work independently with light supervision on global private market transactions and asset management in Canada and abroad (private equity, infrastructure, real estate, natural resources, credit investments) including investments in private funds
   </div></li>
  <li>
   <div>
    Engage with the investment teams to understand the commercial objectives of transactions and deliver early-stage tax support for acquisitions and dispositions
   </div></li>
  <li>
   <div>
    Collaborate with external tax advisors on transactions to provide relevant and value-adding input on transactions structure and lead the development and implementation of structures in relation to acquisitions and disposition of investments
   </div></li>
  <li>
   <div>
    Oversee advisors for tax due diligence mandate, converting the tax diligence and structuring outcomes into clearly communicated tax assumptions in the deal model
   </div></li>
  <li>
   <div>
    Review the tax sections of a deal model and/or oversee advisors in this role
   </div></li>
  <li>
   <div>
    Maintain post-closing documentation of transactions and structures using PSP’s internal data repository systems and tax risks management tools
   </div></li>
  <li>
   <div>
    Actively participate to the asset management of investments by discussing with the deal teams any anticipated changes in the structure as early as possible, assisting with any tax-related question during the life of the investment, and communicating to the deal team significant changes in taxation laws impacting the investments
   </div></li>
  <li>
   <div>
    Monitor the integrity of existing tax structures and recommend corrective measures, as required
   </div></li>
  <li>
   <div>
    Provide tax advice on a variety of domestic and international tax matters
   </div></li>
  <li>
   <div>
    Liaise with the investment, finance, and legal teams on various projects
   </div></li>
  <li>
   <div>
    Where relevant, engage with the tax compliance team during tax provision process and collaborate with tax compliance related items (foreign investment filings, tax audits, etc.)
   </div></li>
  <li>
   <div>
    Interpret and monitor Canadian and international tax developments, emerging issues, trends and changing regulatory requirements, and evaluate the potential impact on PSP’s activities
   </div></li>
  <li>
   <div>
    Assist the taxation group in developing and maintaining relationships with tax authorities and policymakers such that PSP’s tax priorities and concerns are effectively communicated during the design of new tax legislations
   </div></li>
  <li>
   <div>
    Support taxation group in developing, building, and managing relationships with accounting firms and law firms
   </div></li>
 </ul>
 <div></div>
 <div>
  WHAT YOU’LL NEED
 </div>
 <ul>
  <li>
   <div>
    Graduate studies in taxation or completion of CICA In-Depth Tax Course
   </div></li>
  <li>
   <div>
    Professional designation (Lawyer or CPA)
   </div></li>
  <li>
   <div>
    Strong technical background with a minimum of eight (8) to ten (10) years of tax experience (with recognized experience in international and/or M&amp;A tax)
   </div></li>
  <li>
   <div>
    Experience with private market deals, large organizations, and cross-border structures
   </div></li>
  <li>
   <div>
    Strong organizational and coordination skills
   </div></li>
  <li>
   <div>
    Results-oriented, self-motivated, and proactive
   </div></li>
  <li>
   <div>
    Highly motivated to lead multiple complex projects and create value
   </div></li>
  <li>
   <div>
    Demonstrated writing skills and strong oral presentation skills
   </div></li>
  <li>
   <div>
    Bilinguism English and French *(<i>Frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)</i>
   </div></li>
 </ul>
 <div></div>
 <div>
  We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:
 </div>
 <ul>
  <li>
   <div>
    Investment in career development
   </div></li>
  <li>
   <div>
    Comprehensive group insurance plans
   </div></li>
  <li>
   <div>
    Competitive pension plans
   </div></li>
  <li>
   <div>
    Unlimited access to virtual healthcare services and wellness programs
   </div></li>
  <li>
   <div>
    Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
   </div></li>
  <li>
   <div>
    A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
   </div></li>
  <li>
   <div>
    Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
   </div></li>
  <li>
   <div>
    A hybrid work model with a mix of in-office and remote days
   </div></li>
 </ul>
 <div></div>
 <ul>
  <li><i>Benefits package may vary based on your employee type.</i></li>
 </ul>
 <div></div>
 <div>
  <i><br> At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.</i>
 </div>
 <div></div>
 <div>
  Visit us on 
  <div>
   www.investpsp.com/en/
  </div>
 </div>
</div>
<div></div>


 
  ABOUT US
 
 
 
  We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.
 
 
   We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.
 
 
 
  Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.
 
 
 
  EXPERIENCE THE EDGE
 
 
 
  At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an 
  
   inclusive work environment
   where diversity is embraced.
 
 
 
  ABOUT THE TEAM
 
 
 
  The Taxation Group supports our public and private markets investments in all aspects of M&A activity and asset management. Your role is purely advisory, there is a dedicated team that manages PSP’s tax reporting and tax compliance requirements. The Taxation Group is located in Montreal and in London. This role is based in Montreal.
 
 
 
  ABOUT YOUR ROLE
 
 
 
  As a Director, Taxation, you will:
 
 
  
   
    Work independently with light supervision on global private market transactions and asset management in Canada and abroad (private equity, infrastructure, real estate, natural resources, credit investments) including investments in private funds
   
  
   
    Engage with the investment teams to understand the commercial objectives of transactions and deliver early-stage tax support for acquisitions and dispositions
   
  
   
    Collaborate with external tax advisors on transactions to provide relevant and value-adding input on transactions structure and lead the development and implementation of structures in relation to acquisitions and disposition of investments
   
  
   
    Oversee advisors for tax due diligence mandate, converting the tax diligence and structuring outcomes into clearly communicated tax assumptions in the deal model
   
  
   
    Review the tax sections of a deal model and/or oversee advisors in this role
   
  
   
    Maintain post-closing documentation of transactions and structures using PSP’s internal data repository systems and tax risks management tools
   
  
   
    Actively participate to the asset management of investments by discussing with the deal teams any anticipated changes in the structure as early as possible, assisting with any tax-related question during the life of the investment, and communicating to the deal team significant changes in taxation laws impacting the investments
   
  
   
    Monitor the integrity of existing tax structures and recommend corrective measures, as required
   
  
   
    Provide tax advice on a variety of domestic and international tax matters
   
  
   
    Liaise with the investment, finance, and legal teams on various projects
   
  
   
    Where relevant, engage with the tax compliance team during tax provision process and collaborate with tax compliance related items (foreign investment filings, tax audits, etc.)
   
  
   
    Interpret and monitor Canadian and international tax developments, emerging issues, trends and changing regulatory requirements, and evaluate the potential impact on PSP’s activities
   
  
   
    Assist the taxation group in developing and maintaining relationships with tax authorities and policymakers such that PSP’s tax priorities and concerns are effectively communicated during the design of new tax legislations
   
  
   
    Support taxation group in developing, building, and managing relationships with accounting firms and law firms
   
 
 
 
  WHAT YOU’LL NEED
 
 
  
   
    Graduate studies in taxation or completion of CICA In-Depth Tax Course
   
  
   
    Professional designation (Lawyer or CPA)
   
  
   
    Strong technical background with a minimum of eight (8) to ten (10) years of tax experience (with recognized experience in international and/or M&A tax)
   
  
   
    Experience with private market deals, large organizations, and cross-border structures
   
  
   
    Strong organizational and coordination skills
   
  
   
    Results-oriented, self-motivated, and proactive
   
  
   
    Highly motivated to lead multiple complex projects and create value
   
  
   
    Demonstrated writing skills and strong oral presentation skills
   
  
   
    Bilinguism English and French *(Frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)
   
 
 
 
  We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:
 
 
  
   
    Investment in career development
   
  
   
    Comprehensive group insurance plans
   
  
   
    Competitive pension plans
   
  
   
    Unlimited access to virtual healthcare services and wellness programs
   
  
   
    Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
   
  
   
    A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance
   
  
   
    Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
   
  
   
    A hybrid work model with a mix of in-office and remote days
   
 
 
 
  Benefits package may vary based on your employee type.
 
 
 
   At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.
 
 
 
  Visit us on 
  
   www.investpsp.com/en/
  
 



Director, Taxation - PSP Investments

Director, Taxation

You need a degree in finance or math, 5+ years in equity portfolios, strong math and programming skills, proficiency in Excel and Bloomberg, and fluency in French and English.

You will analyze and enhance beta portfolios, conduct back-testing, research quantitative strategies, collaborate on solutions, assist in asset allocation, and develop market intelligence for optimization.

Data

Montréal

Ottawa

<div>
 <div>
  ABOUT US
 </div>
 <div></div>
 <div>
  We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.
 </div>
 <div>
  <br> We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.
 </div>
 <div></div>
 <div>
  Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.
 </div>
 <div></div>
 <div>
  EXPERIENCE THE EDGE
 </div>
 <div></div>
 <div>
  At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an 
  <div>
   inclusive work environment
  </div> where diversity is embraced.
 </div>
 <div></div>
 <div>
  ABOUT THE TEAM
 </div>
 <div></div>
 <div>
  The Beta Management, Equity Beta and Market Access team is part of the Total Fund Management division. This group ensures Beta delivery for PSP, with the primary aim of minimizing deviations from PSP's benchmarks. In addition, the group ensures that it maximizes the value of its assets through Beta optimization and equity financing transactions, as well as optimizing the external lending and borrowing of its securities. The incumbent will mainly contribute to the optimization of PSP's equity beta portfolio.
 </div>
 <div></div>
 <div>
  ABOUT YOUR ROLE
 </div>
 <div></div>
 <div>
  As an Associate, Equity Replication and Balance-Sheet Activities, you’ll:
 </div>
 <ul>
  <li>
   <div>
    Provide insights to Beta portfolio construction by incorporating internal and external quantitative strategies
   </div></li>
  <li>
   <div>
    Contribute to the strategies of Beta enhanced portfolios and balance sheet
   </div></li>
  <li>
   <div>
    Actively engage in diverse strategies to improve PSP's beta portfolios
   </div></li>
  <li>
   <div>
    Back-testing on internal and external quantitative strategies
   </div></li>
  <li>
   <div>
    Research and develop quantitative and systematic investment strategies
   </div></li>
  <li>
   <div>
    Collaborate with other PSP groups on quantitative solutions
   </div></li>
  <li>
   <div>
    Learn the processes of equity index management and currency hedging
   </div></li>
  <li>
   <div>
    Assist in projects aimed at enhancing team performance and efficiency
   </div></li>
  <li>
   <div>
    Support PSP’s portfolio construction team and dynamic asset allocation team
   </div></li>
  <li>
   <div>
    Develop market intelligence to help portfolio managers optimize their exposure
   </div></li>
 </ul>
 <div></div>
 <div>
  WHAT YOU’LL NEED
 </div>
 <ul>
  <li>
   <div>
    Bachelor’s degree in business, Finance, Mathematics, or related fields; Graduate degree or MBA, an asset
   </div></li>
  <li>
   <div>
    Professional designation such as CFA considered an asset
   </div></li>
  <li>
   <div>
    Minimum of five (5) years of work experience in public equity portfolios or any other combination of relevant education and experience
   </div></li>
  <li>
   <div>
    Advanced knowledge of mathematics
   </div></li>
  <li>
   <div>
    Proficiency in statistical analysis and data modelling
   </div></li>
  <li>
   <div>
    Good knowledge of derivatives and derivatives trading
   </div></li>
  <li>
   <div>
    Strong programming skills, particularly in languages such as Python
   </div></li>
  <li>
   <div>
    High level of proficiency with Microsoft Office Tools (more specifically Excel, Word and PowerPoint) and with financial analytical tools such as Bloomberg
   </div></li>
  <li>
   <div>
    Demonstrated team spirit, eager to work in a high-performance culture and willing to learn from experienced team members
   </div></li>
  <li>
   <div>
    Bilingualism required (fluency in French and English, spoken and written) *<i>Frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa</i>
   </div></li>
 </ul>
 <div></div>
 <div>
  We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:
 </div>
 <ul>
  <li>
   <div>
    Investment in career development
   </div></li>
  <li>
   <div>
    Comprehensive group insurance plans
   </div></li>
  <li>
   <div>
    Competitive pension plans
   </div></li>
  <li>
   <div>
    Unlimited access to virtual healthcare services and wellness programs
   </div></li>
  <li>
   <div>
    Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
   </div></li>
  <li>
   <div>
    Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
   </div></li>
  <li>
   <div>
    A hybrid work model with a mix of in-office and remote days
   </div></li>
 </ul>
 <div></div>
 <ul>
  <li><i>Benefits package may vary based on your employee type.</i></li>
 </ul>
 <div></div>
 <div>
  <i><br> At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.</i>
 </div>
 <div></div>
 <div>
  Visit us on 
  <div>
   www.investpsp.com/en/
  </div>
 </div>
</div>
<div></div>


 
  ABOUT US
 
 
 
  We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.
 
 
   We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.
 
 
 
  Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.
 
 
 
  EXPERIENCE THE EDGE
 
 
 
  At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an 
  
   inclusive work environment
   where diversity is embraced.
 
 
 
  ABOUT THE TEAM
 
 
 
  The Beta Management, Equity Beta and Market Access team is part of the Total Fund Management division. This group ensures Beta delivery for PSP, with the primary aim of minimizing deviations from PSP's benchmarks. In addition, the group ensures that it maximizes the value of its assets through Beta optimization and equity financing transactions, as well as optimizing the external lending and borrowing of its securities. The incumbent will mainly contribute to the optimization of PSP's equity beta portfolio.
 
 
 
  ABOUT YOUR ROLE
 
 
 
  As an Associate, Equity Replication and Balance-Sheet Activities, you’ll:
 
 
  
   
    Provide insights to Beta portfolio construction by incorporating internal and external quantitative strategies
   
  
   
    Contribute to the strategies of Beta enhanced portfolios and balance sheet
   
  
   
    Actively engage in diverse strategies to improve PSP's beta portfolios
   
  
   
    Back-testing on internal and external quantitative strategies
   
  
   
    Research and develop quantitative and systematic investment strategies
   
  
   
    Collaborate with other PSP groups on quantitative solutions
   
  
   
    Learn the processes of equity index management and currency hedging
   
  
   
    Assist in projects aimed at enhancing team performance and efficiency
   
  
   
    Support PSP’s portfolio construction team and dynamic asset allocation team
   
  
   
    Develop market intelligence to help portfolio managers optimize their exposure
   
 
 
 
  WHAT YOU’LL NEED
 
 
  
   
    Bachelor’s degree in business, Finance, Mathematics, or related fields; Graduate degree or MBA, an asset
   
  
   
    Professional designation such as CFA considered an asset
   
  
   
    Minimum of five (5) years of work experience in public equity portfolios or any other combination of relevant education and experience
   
  
   
    Advanced knowledge of mathematics
   
  
   
    Proficiency in statistical analysis and data modelling
   
  
   
    Good knowledge of derivatives and derivatives trading
   
  
   
    Strong programming skills, particularly in languages such as Python
   
  
   
    High level of proficiency with Microsoft Office Tools (more specifically Excel, Word and PowerPoint) and with financial analytical tools such as Bloomberg
   
  
   
    Demonstrated team spirit, eager to work in a high-performance culture and willing to learn from experienced team members
   
  
   
    Bilingualism required (fluency in French and English, spoken and written) *Frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa
   
 
 
 
  We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:
 
 
  
   
    Investment in career development
   
  
   
    Comprehensive group insurance plans
   
  
   
    Competitive pension plans
   
  
   
    Unlimited access to virtual healthcare services and wellness programs
   
  
   
    Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers
   
  
   
    Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off
   
  
   
    A hybrid work model with a mix of in-office and remote days
   
 
 
 
  Benefits package may vary based on your employee type.
 
 
 
   At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.
 
 
 
  Visit us on 
  
   www.investpsp.com/en/
  
 



PSP Investments

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