About the role

  • AVP of Trading at Tidal Financial Group responsible for managing ETF portfolios and operational support. Engaging with clients while ensuring compliance and portfolio monitoring activities.

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.

Requirements

  • 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.
  • 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.

Job title

AVP of Trading

Job type

Experience level

Lead

Salary

$95,000 - $135,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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