AVP, ETF Trading & Portfolio Management

Tidal Financial Group; Oak Brook (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Tidal Financial Group in Oak Brook, IL is seeking an AVP of Trading and Portfolio Management to lead ETF portfolio implementations and oversee day-to-day activity with a deep understanding of markets.

You will monitor portfolios, support trade execution, reconciliations, and reporting, and collaborate with Trading, Compliance and Portfolio Management teams to ensure timely, accurate investment decisions that align with risk-reward frameworks.

Qualifications

• Bachelor’s degree in Finance, Mathematics, Economics, or related field.
• 5+ years of ETF, trading, portfolio management experience.
• Advanced Excel; VBA, Bloomberg, Python a plus.
• Strong problem-solving and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as a key member of the Portfolio Management team, supporting day-to-day management of passive investment portfolios.
• Monitor portfolios and support trade execution, compliance reporting, and other activities related to investment strategies.
• Perform daily portfolio reconciliations, identify discrepancies, and coordinate with internal teams to resolve issues.
• Partner with Trading to prepare and execute trades, portfolio rebalances, ETF baskets, and related activity.
• Prepare quarterly portfolio reconciliations and reporting for oversight, board meetings, and regulatory filings.
• Develop understanding of policies and controls to ensure day-to-day activities align with guidelines.

Skills

Strong communication skills

Analytical skills

Proactive problem-solving

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

Excel (Advanced)

VBA

Bloomberg

Python

Job description

Tidal Financial Group in Oak Brook, IL is seeking an AVP of Trading and Portfolio Management to lead ETF portfolio implementations and oversee day-to-day activity with a deep understanding of markets.

You will monitor portfolios, support trade execution, reconciliations, and reporting, and collaborate with Trading, Compliance and Portfolio Management teams to ensure timely, accurate investment decisions that align with risk-reward frameworks.