AVP of Trading-Active

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

Job summary

Tidal Financial Group is hiring an AVP of Trading and Portfolio Management to implement and manage Exchange-Traded Fund (ETF) portfolios. The role involves daily portfolio management, trade execution, and compliance reporting.

Applicants should have a bachelor's degree in finance or related fields, with over 5 years of ETF or trading experience. The position is based in Oak Brook, Illinois, and offers a salary range of $90,000 - $130,000 per year.

Qualifications

• 5 years+ experience with an ETF or trading background.
• Proactive problem solver capable of tackling challenges.
• Experience managing multiple deadlines and tasks.

Responsibilities

• Manage portfolios and liaise with clients.
• Provide operational support through monitoring and reporting.
• Prepare quarterly reconciliation and compliance reports.

Skills

Strong Excel skills

VBA/Bloomberg/Python knowledge

Problem-solving

Attention to detail

Analytical skills

Compliance knowledge

Education

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

Tools

Excel

Bloomberg

Python

Job description

About this position

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 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 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.
• Work with the trading team on the preparation or execution of trades, rebalances, ETF baskets, etc.
• Perform day‑to‑day portfolio reconciliation.
• 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.

Qualifications

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

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 team environment that has a strong desire to continuously improve workflows, fundamentally understands operational 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.

Pay Range

90,000 - 130,000 USD per year (Chicago, IL)

90,000 - 130,000 USD per year (New York, NY)