Tidal Financial Group

Tidal is an industry-leading ETF platform offering full-stack services to successfully launch, manage, and operate ETFs.

AVP, Trading – Active

Vice PresidentVice PresidentFull TimeRemoteTeam 51-200Since 2012H1B No SponsorCompany SiteLinkedIn

Location

Florida + 3 moreAll locations: Florida, Illinois, Nebraska, Wisconsin

Posted

19 days ago

Salary

$90K - $130K / year

Bachelor Degree5 yrs expEnglishPythonVBA

Job Description

• 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.

Job 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.
  • 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.

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