ETF Portfolio Trader & Analyst

Tidal Financial Group; Oak Brook (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

The Tidal Financial Group is a leading ETF investment technology platform based in the United States, seeking a Trading Associate to support ETF portfolios from the Chicago office. You will help manage portfolios, execute trades, and provide client liaison as part of the ETF Portfolio Management team.

The role requires a solid background in finance, strong Excel skills, and experience with ETF trading. Proximity to Chicago or New York is preferred for collaboration across global markets.

Qualifications

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

Responsibilities

• 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 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.

Skills

Advanced Excel

VBA

Python

Proactive problem solving

Attention to detail

Education

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

Tools

Bloomberg Terminal

ETF trading platforms

Job description

The Tidal Financial Group is a leading ETF investment technology platform based in the United States, seeking a Trading Associate to support ETF portfolios from the Chicago office. You will help manage portfolios, execute trades, and provide client liaison as part of the ETF Portfolio Management team.

The role requires a solid background in finance, strong Excel skills, and experience with ETF trading. Proximity to Chicago or New York is preferred for collaboration across global markets.