Trade Analyst - Leverage

Tidal Financial Group; Oak Brook (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

The Tidal Financial Group, based in Oak Brook, IL, is seeking a Leverage Trading Analyst to implement and manage leveraged ETFs within a fast-paced environment. You will engage in day-to-day portfolio management activities, execute trades across equities, options, and swaps, and collaborate with Prime Brokers and Market Makers to drive best execution and fund efficiencies.

Ideal candidates should understand equities, options, and derivatives, and be proficient with Bloomberg and MS Office.

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.

Responsibilities

• Execute and manage trades across equities, options, and swaps.
• Execute day-to-day duties in the operations of the Trading Team, including trade allocation, position settlement, and reconciliation.
• Utilize Bloomberg or other institutional trading platforms for efficient trade execution.
• Work 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.
• Collaborate with Operations to build solutions enabling transaction execution and operational processes.

Skills

Financial markets knowledge

Trading strategies

Communication skills

Problem solving

Excel proficiency

Education

Bachelor’s degree (business or quantitative)

Tools

Bloomberg

MS Office

Job description

About this position

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

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

The pay range for this role is:
75,000 - 95,000 USD per year(USA)