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.
- 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.
Qualifications
- Bachelor’s degree in mathematics, finance, accounting, economics, or related fields.
- Minimum 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 and New York 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.
Skills Required
- Bachelor's degree in mathematics, finance, accounting, economics, or related field
- Minimum 5+ years experience with an ETF or trading background
- Strong Excel skills
- Proactive problem solver and dedicated hard worker
- Ability to manage multiple deadlines and tasks with strong attention to detail
- VBA, Bloomberg, Python or similar technical skills (a plus)
- Proximity to Chicago and New York
- Basic Bloomberg command knowledge
- Exposure to investment compliance guideline monitoring and updating
- Effective communicator, team-oriented, continuous improvement mindset, understands operational risk, takes initiative
What We Do
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our team of ETF and financial specialists brings extensive industry experience to every partnership.
