Trade Analyst - Leverage

Tidal Financial Group; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

The Tidal Financial Group is seeking a Leverage Trading Analyst to support the execution and management of leveraged ETFs. You will work with equities, options, and swaps, using Bloomberg and other platforms to ensure accurate trade placement and settlement.

You will partner with the Investment/Portfolio Management and Operations teams to optimize trading processes, stay abreast of market developments, and contribute to superior fund performance in a fast-paced environment.

Qualifications

• Bachelor's degree in business or quantitative discipline or related experience.
• 0-2 years of trading equities, options, and fixed income with 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.

Responsibilities

• Execute and manage trades across equities, options, and swaps.
• Handle day-to-day operations of the Trading Team, including trade allocation, position settlement, and reconciliation.
• Use Bloomberg or other platforms for trade execution.
• Collaborate with Prime Brokers and Market Makers for best execution and fund efficiencies.
• Stay updated on market trends, economic developments, and trading strategies.
• Ensure performance and adherence to fund objectives; deliver superior returns.
• Interact with stakeholders and build relationships across teams.
• Support ongoing improvements to trading processes and procedures.

Skills

Analytical skills

Communication skills

Excel proficiency

Office suite

Education

Bachelor's degree in business or quantitative discipline

Tools

Bloomberg

OMS

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