AVP of Trading-Active

open-roles; Chicago (IL); On-site; USD 140,000 - 190,000; Full time

Job summary

The Tidal Financial Group in Chicago area is seeking an AVP of Trading and Portfolio Management to lead ETF portfolios, implement strategies, and oversee day-to-day trading activities.

The role requires strong market knowledge, quantitative skills, and a proven track record in risk-adjusted portfolio management; proximity to Chicago or nearby preferred; collaboration with cross-functional teams.

Qualifications

• 5+ years of ETF or trading experience.
• Bachelor’s degree in mathematics, finance, accounting, economics, or related field.
• Advanced Excel skills; VBA and Bloomberg/Python are a plus.
• Strong problem-solving and multitasking with attention to detail.

Responsibilities

• Manage ETF portfolios and act as liaison with clients.
• Provide trade execution and portfolio monitoring support.
• Perform day-to-day portfolio reconciliation.
• Collaborate with trading team on trades, rebalances, and ETF baskets.
• Prepare quarterly portfolio reports for oversight and regulatory filings.
• Ensure compliance with firm policies and portfolio management procedures.

Skills

Portfolio management

Trading

Excel

VBA

Bloomberg

Python

Education

Bachelor’s degree in mathematics, finance, accounting, economics, or related fields

Tools

Bloomberg

Python

Job description

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 isseekinga highly skilled AVP of Trading and Portfolio Management 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 proventrack recordin 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 liaisonwith clients.

• Provide operational support through portfolio monitoring, trade execution, compliance reporting, and investment thought leadership.

• Perform day-to-day portfolio reconciliation.

• Work withtradingteam on the preparation or execution of trades, rebalances, ETF baskets, etc.

• Prepare quarterly portfolio reconciliation and reports to assistin portfolio oversight, compliance reporting, boardmeetingsand regulatory filing updates.

• Understand firm’spolicies and procedures for overall compliance and portfolio management, identifying improvements, as applicable.

Qualifications

• Bachelor’s degree in mathematics, finance, accounting, economics, or related fields.

• 5 years+ experience with an ETF or trading background.

• Strong excel skillsa 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 whilemaintainingexceptional attention to detail.

Preferred Qualifications

• 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 teamenvironment thathasa strong desireto continuously improve workflows, fundamentallyunderstandsoperational risk, and takes initiative.

We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; Omaha, NE; and West Palm Beach, FL.