Trading Associate-Passive

Tidal Financial Group; Oak Brook (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

The Tidal Financial Group is a leading ETF investment technology platform based in the United States, seeking a Trading Associate to support ETF portfolios from the Chicago office. You will help manage portfolios, execute trades, and provide client liaison as part of the ETF Portfolio Management team.

The role requires a solid background in finance, strong Excel skills, and experience with ETF trading. Proximity to Chicago or New York is preferred for collaboration across global markets.

Qualifications

• Bachelor’s degree in mathematics, finance, accounting, economics, or related fields.
• Minimum 3+ years’ experience, preferably with an ETF or trading background.
• Strong Excel skills a must, VBA/Bloomberg/Python/etc. a plus.
• Must be a proactive problem solver and dedicated hard worker, capable of tackling challenges efficiently.
• Must excel at managing multiple deadlines and tasks simultaneously while maintaining exceptional attention to detail.

Responsibilities

• Be a key member of the firm’s portfolio management team, taking an active role in managing portfolios and acting as liaison with clients.
• Provide operational support through portfolio monitoring, trade execution, compliance reporting, and investment thought leadership.
• Work with trading team on the preparation or execution of trades, rebalances, ETF baskets, etc.
• Prepare quarterly portfolio reconciliation and reports to assist in portfolio oversight, compliance reporting, board meetings and regulatory filing updates.
• Understand firm’s policies and procedures for overall compliance and portfolio management, identifying improvements, as applicable.

Skills

Advanced Excel

VBA

Python

Proactive problem solving

Attention to detail

Education

Bachelor's degree in mathematics, finance, accounting, economics, or related fields

Tools

Bloomberg Terminal

ETF trading platforms

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

Tidal isseekinga highly skilled Trading Associate responsible for the implementation and management of various Exchange-Traded Fund (ETF) portfolios. This role requires a deep understanding of financial markets, strong analytical skills, and a proventrack recordin managing portfolios within relevant risk-reward frameworks.

The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. The firm manages both active and index-based portfolios and covers most major global asset classes. This position will closely be involved with day-to-day portfolio management functions of exchange traded products.

What you'll do

• Be a key member of the firm’s portfolio management team, taking an active role in managing portfolios and acting asliaisonwith clients.
• Provide operational support through portfolio monitoring, trade execution, compliance reporting, and investment thought leadership.
• Work withtradingteam on the preparation or execution of trades, rebalances, ETF baskets, etc.
• Prepare quarterly portfolio reconciliation and reports toassistin portfolio oversight, compliance reporting, boardmeetingsand regulatory filing updates.
• Understandfirm’spolicies and procedures for overall compliance and portfolio management,identifyingimprovements, as applicable.

Qualifications

• Bachelor’s degree in mathematics, finance, accounting, economics, or related fields
• Minimum 3+ years’ experience, preferably with an ETF or trading background
• Strong excel skillsa must, VBA/Bloomberg/Python/etc. a plus
• Must be a proactive problem solver and dedicated hard worker, capable of tackling challenges efficiently.
• Must excel at managing multiple deadlines and tasks simultaneously whilemaintainingexceptional attention to detail.

Preferred Qualifications

• Proximity to Chicago and New York preferred
• Basic Bloomberg command knowledge
• Exposure to investment compliance guideline monitoring and updating
• Effective communicator that works well in a teamenvironment thathasa strong desireto continuously improve workflows, fundamentallyunderstandsoperational risk, and takes initiative.

Salary Information

The pay range for this role is: 85,000 - 110,000 USD per year (Chicago Office)