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AVP of Trading and Portfolio Management
AVP of Trading and Portfolio ManagementTidal Financial Group • Chicago, IL, United States
AVP of Trading and Portfolio Management

AVP of Trading and Portfolio Management

Tidal Financial Group • Chicago, IL, United States
2 days ago
Job type
  • Full-time
Job description

The Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. We combine expertise and innovative partnership approaches to offer comprehensive, value-generating ETF solutions.

Our platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution services.

About the role

Tidal is seeking a highly skilled AVP of Trading and Portfolio Management responsible for the implementation and management of various Exchange-Traded Fund (ETF) portfolios. This role requires a deep understanding of financial markets, strong analytical skills, and a proven track record in managing portfolios within relevant risk-reward frameworks.

The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. The firm manages both active and index-based portfolios and covers most major global asset classes. This position will closely be involved with day-to-day portfolio management functions of exchange traded products.

What you’ll do

  • Be a key member of the firm’s portfolio management team, taking an active role in managing portfolios and acting as liaison with clients.
  • Provide operational support through portfolio monitoring, trade execution, compliance reporting, and investment thought leadership.
  • Work with trading team on the preparation or execution of trades, rebalances, ETF baskets, etc.
  • Prepare quarterly portfolio reconciliation and reports to assist in portfolio oversight, compliance reporting, board meetings and regulatory filing updates.
  • Understand firm’s policies and procedures for overall compliance and portfolio management, identifying improvements, as applicable.

Qualifications

  • Bachelor’s degree in mathematics, finance, accounting, economics, or related fields.
  • 5 years+ experience with an ETF or trading background.
  • Strong excel skills a must, VBA / Bloomberg / Python / etc. a plus.
  • Must be a proactive problem solver and dedicated hard worker, capable of tackling challenges efficiently.
  • Must excel at managing multiple deadlines and tasks simultaneously while maintaining exceptional attention to detail.
  • Preferred Qualifications

  • Proximity to Chicago preferred
  • Basic Bloomberg command knowledge
  • Exposure to investment compliance guideline monitoring and updating
  • Effective communicator that works well in a team environment that has a strong desire to continuously improve workflows, fundamentally understands operational risk, and takes initiative.
  • We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.

    The pay range for this role is :

    85,000 - 130,000 USD per year (Chicago Office)

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    Portfolio Management • Chicago, IL, United States

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