Trade Analyst - Leverage

open-roles; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

The Tidal Financial Group is a leading ETF investment technology platform focused on creating, operating, and growing ETFs. The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers, with day-to-day involvement in leveraged ETF trading.

The ideal candidate will have knowledge of equities, options, and derivatives, and will operate using Bloomberg and other institutional trading platforms in a fast-paced environment.

Qualifications

• Bachelor’s degree in business or quantitative field or equivalent experience.
• 0-2 years 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
• Demonstrated history of solving complex problems
• Proficient with MS Office Suite
• Very high level of Excel proficiency

Responsibilities

• Execute and manage trades across equities, options, and swaps.
• Handle day-to-day operations of the Trading Team: trade allocation, position settlement, and reconciliation.
• Use Bloomberg or other institutional platforms for trade execution.
• Collaborate with Prime Brokers and Market Makers to achieve best execution and fund efficiencies.
• Stay updated with market trends, economic developments, and trading strategies.
• Ensure performance aligns with fund objectives and delivering superior returns.
• Support Operations Team to enable transaction processing.
• Build and improve trading processes and procedures.
• Interact with stakeholders to build strong relationships.

Skills

Bloomberg

Excel

MS Office

Communication

Analytical skills

Education

Bachelor's degree

Tools

Bloomberg

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