Trade Analyst - Leverage

Rippling, Inc.; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

The Tidal Financial Group in New York seeks a Leverage Trading Analyst to join the ETF Portfolio Management team. You will help manage leveraged ETF trades, monitor risk, and ensure fund objectives are met across equities, options, and swaps.

Strong knowledge of derivatives, Bloomberg, and institutional trading platforms is required. You will collaborate with Prime Brokers and Operations to ensure best execution and accurate settlement, while communicating effectively with stakeholders.

Qualifications

• Bachelor’s degree in business or quantitative discipline or equivalent experience.
• 0–2 years of experience in trading equities, options, and fixed income with emphasis on options.
• Institutional/RIA trading experience.
• Proficiency with Bloomberg or similar institutional trading platforms.
• Strong understanding of financial markets and trading strategies.
• Excellent communication and customer service skills.
• Ability to work in a fast-paced and dynamic environment.

Responsibilities

• Execute and manage trades across equities, options, and swaps.
• Perform day-to-day operations in trade allocation, position settlement, and reconciliation.
• Use Bloomberg or other trading platforms for execution.
• Collaborate with Prime Brokers and Market Makers to achieve best execution.
• Monitor market trends and trading strategies to improve fund performance.
• Ensure adherence to fund objectives and strive for superior returns.
• Utilize MS Excel and Office tools for analysis and reporting.
• Support Portfolio Management and Operations teams with process improvements.
• Build relationships with stakeholders through effective communication.

Skills

Equities trading

Options trading

Derivatives

Bloomberg proficiency

Excel advanced

MS Office

Communication skills

Fast-paced environment

Education

Bachelor's degree

Tools

Bloomberg Terminal

MS Office Suite

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

We are seeking a skilled Leverage Trading Analyst responsible for the implementation and management of various leveraged Exchange-Traded Funds (ETF). This role requires a deep understanding of financial markets, strong analytical skills, and an ability to manage portfolios within a fast-paced environment. The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. This position will closely be involved with day-to-day portfolio management functions of leveraged ETFs.

The ideal candidate will have a strong understanding of equities, options, and other derivatives. This role requires using Bloomberg and other institutional trading platforms. A background in financial services and back/middle office operations is preferred.

What you'll do

• Execute and manage trades across equities, options, and swaps.
• Execute day-to-day duties in the operations of the Trading Team, including but not limited to trade allocation, position settlement, and reconciliation of all trading.
• Utilize Bloomberg or other institutional trading platforms for efficient trade execution.
• Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund efficiencies.
• Stay updated with market trends, economic developments, and trading strategies.
• Accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors.
• Strong familiarity with Microsoft Excel and other Office applications.
• Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures.
• Work closely with our Operations Team to understand their needs and to build solutions that enable them to execute transactions and other operational processes effectively.
• A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others.
• Continually analyzing, reviewing and improving our operations and service as the trading business evolves.
• The individual will be expected to interact and build strong relationships with stakeholders.

Qualifications

• Bachelor’s degree, preferably business or quantitative discipline related, or relevant experience
• 0-2 years of experience (or more) in trading equities, options, and fixed income, with a strong emphasis on option trading
• Institutional/RIA trading experience
• Proficiency with Bloomberg or similar institutional trading platforms
• Strong understanding of financial markets and trading strategies
• Excellent communication and customer service skills
• Ability to work in a fast-paced and dynamic environment
• Demonstrated history of solving complex problems
• Proficient with MS Office Suite
• Very high level of competency in Excel

Preferred Qualifications

• Experience with trading platforms, order management systems (OMS), and post-trade processing
• Experience working for a firm that manages 40 Act products
• Familiarity with regulatory requirements related to trading activities
• Experience working in a fast-paced, deadline-driven environment