Jason Taylor, MBA, CFA, CAIA
Montreal,QC
Summary
Sustainable finance leader dedicated to building shared-value by leveraging the power of innovation and cross-collaboration to build sustainably-efficient outcomes.
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic and fast-paced settings.
Strategic and results-oriented business leader with experience in strategy and planning. Skilled in developing and executing business plans to maximize profitability and streamline operations. Proven people leader motivates and optimizes staff performance and productivity.
Overview
16
16
years of professional experience
9
9
Certification
Work History
Managing Director, Sustainable Finance & Advisory
National Bank Financial
Montreal, QC
06.2021 - 01.2023
Director & Co-Head, Sustainable Finance & Advisory
Scotiabank, Global Banking & Markets
Montreal, Québec
07.2018 - 06.2021
- Conception and buildout of sustainable finance strategy within capital markets group targeting top 20 global league position and C$ [] MM Profit-Loss
- Led ascension in Environmental Finance and Bloomberg Sustainable Finance league table from 71th in 2018 to 31st through Q3 2020. 2nd in C$ Sustainable FInance league table Q3 2020
- Contributed to development of bank's C$ X Bln sustainability bond portfolio
- Conception and execution of $10 Bln Affordable Housing Commitment
- Structuring Experience: Green, Social, Sustainability funding. Sustainability-Linked Bonds and Loans, Derivatives
- Content Creation: Transition Financing, Taxonomies, ESG Integration, Derivatives and Structured Finance, Corporate Sustainability
- Led ESG fixed income investor outreach
- Internal advisor to Global Risk Management & Group Treasury (green bond program, Taxonomy, Corporate Sustainability)
- Bank representative: CSA Green and Transition Finance Taxonomy, ICMA, Transition Finance Working Committee
- Member of bank Climate Change Strategy and C$100 Bln Climate Commitment Fulfillment and Tracking
Associate Director, Derivatives
Scotiabank, Global Banking & Markets
Montreal, QC
01.2013 - 01.2019
- Quebec fixed income distribution to government, pension fund, insurance, asset management
- Products: Interest Rate Swaps, Cross-Currency Interest Rate Swaps, Total Return Swaps, Asset Swaps, Forwards, Futures & Options, Bonds
- Conception and dissemination of fixed income strategies & firm economic research
- Calculation of capital and xVA charges for trade scenarios
Senior Manager, Fixed Income Derivatives
TMX Montreal Exchange
Montreal, QC
01.2007 - 12.2012
- Management of TMX relationships with Canadian buy-side clients and trade associations
- Design & implementation of $[] MM investment buildout of 'Canadian Futures Yield Curve'
- Recruitment/management of market-making relationships
- Guest speaker/Panelist: CFA Quebec, CFA Calgary, CFA Ottawa, Assoc. Financial Professionals, AlphaMetrix Research Seminar
- International Business Development: Singapore, London, USA
- Equity Options Presentations: Discount and Full Service Investment Advisor channels
Education
Masters - Sustainability Management
HEC Montréal
Montreal 01.2023 - Current
MBA - Sustainability, Innovation Management, Strategy
McGill-HEC Montreal
Montreal, QC 09.2017 - 06.2019
Bachelor of Commerce - Finance
Dalhousie University
Halifax, NS 09.1998 - 04.2002
Foundation Year Program
University Of King`s College
Halifax, NS1998
Skills
- Sustainable Finance
- Sustainability Advisory
- GHG Accounting
- Carbon Advisory
- Strategic Thinking
- Multi-Stakeholder Collaboration
- Innovation Management
- Skilled Communicator
- Problem-Solving Skills
- Business Development
- Client Relationships
- Critical Thinking
- Public Speaking
Certification
- Charted Financial Analyst - CFA
- Chartered Alternative Investment Analyst - CAIA
- Certificate in ESG Investing, CFA Institute
- Certificate in Climate and Investing, CFA UK
- GHG Accounting & Verification, ISO 14064 1-3
- Energy Innovation & Emerging Technologies Certificate, Stanford University
- TCFD Courses
- Fundamentals in Sustainability Accounting, SASB
- GRI Professional Certification
Volunteer
- Fondation du Grand Montreal: Investment Committee Member, Jan 2023 - present
- Parcours Leadership Carabins (U. of Montreal): Student-athlete mentoring, Sept 2018 - present
- McConnell Foundation: Solutions Finance Accelerator, Dec 2019 - June 2021
- San Diego Jr Gulls Hockey: Coach, 2003-2007
Interests
- Philanthropy & Foundations: ESG integration, responsible investing, net-zero solutions, impact investing, social finance
- Sports & Fitness: hiking, running, skiing, hockey, karate - black belt
- Travelling: 26 countries across 6 continents
- Reading & Cultural Events
Timeline
Masters - Sustainability Management
HEC Montréal
01.2023 - Current
Managing Director, Sustainable Finance & Advisory
National Bank Financial
06.2021 - 01.2023
Director & Co-Head, Sustainable Finance & Advisory
Scotiabank, Global Banking & Markets
07.2018 - 06.2021
MBA - Sustainability, Innovation Management, Strategy
McGill-HEC Montreal
09.2017 - 06.2019
Associate Director, Derivatives
Scotiabank, Global Banking & Markets
01.2013 - 01.2019
Senior Manager, Fixed Income Derivatives
TMX Montreal Exchange
01.2007 - 12.2012
Bachelor of Commerce - Finance
Dalhousie University
09.1998 - 04.2002
Foundation Year Program
University Of King`s College