Trade Analyst - Leverage

Tidal Financial Group; Oak Brook (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Tidal Financial Group in Oak Brook, IL seeks a Leverage Trading Analyst to implement and manage leveraged ETF portfolios with strong knowledge of equities, options, and derivatives. You will use Bloomberg and other institutional trading platforms to execute trades and collaborate with Prime Brokers to ensure best execution and fund efficiency.

In this role you will support day-to-day trading operations, stay ahead of market developments, and help improve trading processes while maintaining high

Qualifications

• Bachelor's degree or equivalent in business or quantitative field.
• 0-2 years of trading equities, options, and fixed income with emphasis on option trading.
• Institutional/RIA trading experience preferred.
• 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.
• Proficient with MS Office Suite and very high Excel competency.

Responsibilities

• Execute and manage trades across equities, options, and swaps.
• Handle day-to-day trading team operations: trade allocation, position settlement, reconciliation.
• Use Bloomberg or similar platforms for efficient trade execution.
• Collaborate with Prime Brokers and Market Makers for best execution.
• Stay updated on market trends and trading strategies.
• Ensure performance aligns with fund objectives and competitive Returns.
• Support improvements to trading processes and procedures with Portfolio Management.
• Coordinate with Operations to enable accurate transactions and processes.
• Produce accurate information independently with minimal QA support.
• Continuously analyze and improve trading operations as the business evolves.

Skills

Trading equities

Option trading

Strong analytical skills

Communication

Fast-paced environment

Problem solving

MS Office

Excel excellence

Education

Bachelor's degree

Tools

Bloomberg terminal

OMS familiarity

Job description

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