AVP of Trading

Tidal Financial Group • Oak Brook, IL

2d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.
• Perform day-to-day portfolio reconciliation.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees