Senior ETF Trading & Portfolio Management Lead

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

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.