Teams at Tidal Financial Group

Manage and implement ETF portfolios, perform daily portfolio reconciliation and trade execution, support compliance reporting and oversight, prepare quarterly reports, and collaborate with trading and client teams to ensure accurate operations and risk-aware portfolio management.

Manage and execute ETF portfolio trades across equities and options, handle trade allocation, settlement and reconciliation, work with prime brokers and market makers, use Bloomberg and OMS for execution, partner with investment and operations teams to improve trading processes, and ensure performance adheres to fund objectives.

Lead and scale ETF fund operations, overseeing fund accounting, NAV and valuation oversight, regulatory filings, financial and board reporting, liquidity monitoring, service provider management, control frameworks, process improvements, and senior team development to support growth while reducing operational risk.