AVP of Trading - Passive

Tidal Financial Group; Omaha (NE); On-site; USD 90,000 - 130,000; Full time

Job summary

Tidal Financial Group in the United States seeks a seasoned AVP of Trading and Portfolio Management to lead ETF portfolios, oversee day-to-day management, and ensure adherence to risk-reward frameworks.

You will collaborate with the Trading and Portfolio Management teams, support trade execution, reconciliations, and regulatory reporting, and drive process improvements while maintaining rigorous controls and accuracy.

Qualifications

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

Responsibilities

• Support day-to-day management of passive ETF portfolios as part of the PM team.
• Monitor portfolios, assist trade execution, compliance reporting and related activities.
• Perform daily portfolio reconciliations and resolve discrepancies.
• Partner with Trading to prep trades, rebalances, ETF baskets, and activity.
• Prepare quarterly reconciliations and reporting for oversight and filings.
• Ensure adherence to policies and drive workflow improvements.

Skills

ETF portfolio management

Trading

Financial markets

Problem solving

Communication

Attention to detail

Multitasking

Education

Bachelor’s degree in Finance, Mathematics, Economics, Accounting or related field

Tools

Excel

VBA

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

• Serve as a key member of the Portfolio Management team, supporting the day-to-day management and oversight of passive investment portfolios and serving as a point of contact for clients as needed.
• Monitor portfolios and support trade execution, compliance reporting, and other activities related to the ongoing management of investment strategies.
• Perform daily portfolio reconciliations, identify discrepancies, and coordinate with internal teams to resolve issues in a timely manner.
• Partner closely with the Trading team to prepare and execute trades, portfolio rebalances, ETF baskets, and other portfolio activity.
• Prepare quarterly portfolio reconciliations and reporting to support portfolio oversight, compliance requirements, board meetings, and regulatory filings.
• Develop a strong understanding of the firm’s portfolio management and compliance policies and procedures, ensuring day-to-day activities are performed in accordance with established guidelines.
• Identify opportunities to improve portfolio management processes, controls, and workflows as the business continues to grow.

Qualifications

• Bachelor’s degree in Finance, Mathematics, Accounting, Economics, or a related field.
• 5+ years of relevant experience, preferably within ETFs, trading, portfolio management, or a related investment function.
• Advanced proficiency in Excel required; experience with VBA, Bloomberg, Python, or similar tools is a plus.
• Strong problem-solving skills with a proactive approach to identifying issues and driving them through resolution.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy and attention to detail.
• Strong communication and collaboration skills, with the ability to work effectively across Portfolio Management, Trading, Compliance, and other internal teams.

Preferred Qualifications

• Proximity to Chicago and New York preferred
• Basic Bloomberg command knowledge
• Experience with or exposure to investment compliance guideline monitoring, maintenance, and updates.
• Strong communication and collaboration skills, with the ability to work effectively in a team-oriented environment.
• Understanding of operational risk and the importance of maintaining effective controls within portfolio management and trading processes.
• Proactive and improvement-minded, with the ability to identify opportunities to enhance workflows, processes, and overall efficiency.

We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.

Salary Information

The pay range for this role is:
90,000 - 130,000 USD per year(United States)