Fund Analyst

Requisition ID: 269673 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Tax Specialist within the Fund Tax group, you will support the oversight, review, and reporting of tax distributions for Canadian investment funds while ensuring compliance with applicable tax regulations. You will contribute to tax reporting, compliance initiatives, and technical tax matters impacting investment funds. This role requires strong technical expertise, attention to detail, and the ability to work within established tax processes to mitigate risk and drive operational excellence. Is this role right for you? In this role you will: Contribute to a client-focused culture by leveraging relationships, systems, and knowledge across the Fund Tax team. Support the Fund Tax team by providing technical tax guidance to operational partners. Assist in engagements with external tax advisors on fund-related tax matters, as required. Support oversight of investment fund distributions, including managing service provider relationships and year-end tax processes. Participate in fund tax compliance activities, including the preparation and review of annual tax returns and regulatory filings. Monitor changes in tax legislation and support related implementation initiatives. Assist in responding to inquiries, audits, assessments, and reviews from tax authorities, internal stakeholders, and service providers. Understand and apply the Bank's risk appetite and risk culture in day-to-day activities and decision-making. Ensure activities are conducted in accordance with Scotiabank's Values, Code of Conduct, and applicable risk and compliance requirements. Contribute to continuous process improvements that enhance operational effectiveness, efficiency, and controls. Do you have the skills that will enable you to succeed in this role? Undergraduate degree in Finance, Business, Economics, Mathematics, Accounting, or a related field. CPA designation completed or in progress, or another relevant accounting/tax designation. Willingness to pursue advanced tax education (e.g., CPA In-Depth Tax Program). Knowledge of taxation and/or investment funds. Experience with investment fund tax reporting, including trusts, corporations, and limited partnerships. Strong tax research, analytical, and problem-solving skills. Ability to effectively manage multiple priorities and meet competing deadlines. Excellent communication, relationship management, and interpersonal skills. Strong client service orientation with the ability to build effective partnerships across teams. A continuous improvement mindset with a focus on enhancing controls and operational efficiency. Strong project management and organizational skills. Self-motivated with a proven ability to manage complex deliverables under statutory deadlines. Ability to work effectively in a fast-paced environment and meet critical deadlines, including occasional evening or weekend work during peak periods. What’s in it for you? A rewarding career path with diverse opportunities for professional development An organization committed to making a difference in our communities – for you and our customers. A competitive rewards program includes annual bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day. Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans. Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements. Location(s): Canada : Ontario : Toronto Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

The Fund Analyst will support the oversight, review, and reporting of tax distributions for Canadian investment funds while ensuring compliance with tax regulations. They will also contribute to process improvements and provide technical tax guidance to operational partners.

Candidates must hold an undergraduate degree in a finance-related field and possess or be pursuing a CPA or relevant accounting designation. Strong knowledge of investment fund taxation and the ability to manage complex deliverables under statutory deadlines are required.

• Annual bonus • Flexible vacation • Personal days • Sick days • Comprehensive benefits

• Customer servicePreferred
• Problem solvingPreferred
• CommunicationPreferred
• Financial analysisPreferred
• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Tax reporting
• Investment funds
• Compliance
• Financial analysis
• Tax research
• Problem-solving
• Project management
• Relationship management
• Communication
• Operational excellence
• Risk management
• Regulatory filings
• Analytical skills
• Client service
• Continuous improvement
• Allyship
• Tax Compliance
• Operational Efficiency
• Relationship Management
• Organizational Skills
• Private Banking
• Tax Research
• Risk Mitigation
• Self-Motivation
• Accounting
• American Sign Language (ASL)
• Auditing
• Commercial Banking
• Business Economics
• Investments
• Capital Markets
• Decision Making
• Customer Service
• Continuous Improvement Process
• Document Formatting
• Finance
• Equities
• Interpersonal Communications
• Investment Banking
• Problem Solving
• Mathematics
• Project Management
• Operational Excellence
• Wealth Management
• Risk Appetite
• Tax Consulting
• Tax Returns
• Process Improvement
• Regulatory Filings
• Detail Oriented

• Finance & Accounting
• Management & Leadership
• Fund Analyst
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers

Minimum education

Professional degree

Minimum experience

2+ years

Apply by

Aug 21, 2026

Posting language

English

Working hours

40 hours per week