Vice President of Research and Network Innovation overseeing data and research at Achieving the Dream. Driving evidence - based strategies for student success across the educational network.
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.
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