What are the responsibilities and job description for the Senior Portfolio Manager position at Tidal Financial Group?
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 and experienced ETF Portfolio Manager 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
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 and experienced ETF Portfolio Manager 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
- Perform research regarding potential investment strategies and implementation.
- Bachelor's degree in finance, accounting, economics, or related fields
- 5 to 10 years' experience, preferably with an ETF portfolio management background
- Strong excel skills, VBA a plus
- Must have attention to detail and ability to multi-task.
- Close proximity to Chicago
- 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.
