What are the responsibilities and job description for the Trading and Portfolio Management Analyst 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 Trading and Portfolio Management Analyst 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
65,000 - 85,000 USD per year(Oak Brook, IL)
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 Trading and Portfolio Management Analyst 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.
- Bachelor’s degree in mathematics, finance, accounting, economics, or related fields
- 0 to 3 years’ experience, preferably 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 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.
65,000 - 85,000 USD per year(Oak Brook, IL)
