Manage and oversee passive ETF portfolios, including portfolio monitoring, trade execution, rebalancing, reconciliations, compliance reporting, and regulatory filings. Partner with Trading, Compliance, and internal teams to resolve discrepancies, maintain controls, support client needs, and improve portfolio management workflows and processes.
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 is seeking a highly skilled AVP of Trading and Portfolio Management 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 proven track record in 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
- Serve as a key member of the Portfolio Management team, supporting the day-to-day management and oversight of passive investment portfolios and serving as a point of contact for clients as needed.
- Monitor portfolios and support trade execution, compliance reporting, and other activities related to the ongoing management of investment strategies.
- Perform daily portfolio reconciliations, identify discrepancies, and coordinate with internal teams to resolve issues in a timely manner.
- Partner closely with the Trading team to prepare and execute trades, portfolio rebalances, ETF baskets, and other portfolio activity.
- Prepare quarterly portfolio reconciliations and reporting to support portfolio oversight, compliance requirements, board meetings, and regulatory filings.
- Develop a strong understanding of the firm’s portfolio management and compliance policies and procedures, ensuring day-to-day activities are performed in accordance with established guidelines.
- Identify opportunities to improve portfolio management processes, controls, and workflows as the business continues to grow.
Qualifications
- Bachelor’s degree in Finance, Mathematics, Accounting, Economics, or a related field.
- 5+ years of relevant experience, preferably within ETFs, trading, portfolio management, or a related investment function.
- Advanced proficiency in Excel required; experience with VBA, Bloomberg, Python, or similar tools is a plus.
- Strong problem-solving skills with a proactive approach to identifying issues and driving them through resolution.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy and attention to detail.
- Strong communication and collaboration skills, with the ability to work effectively across Portfolio Management, Trading, Compliance, and other internal teams.
Preferred Qualifications
- Proximity to Chicago and New York preferred
- Basic Bloomberg command knowledge
- Experience with or exposure to investment compliance guideline monitoring, maintenance, and updates.
- Strong communication and collaboration skills, with the ability to work effectively in a team-oriented environment.
- Understanding of operational risk and the importance of maintaining effective controls within portfolio management and trading processes.
- Proactive and improvement-minded, with the ability to identify opportunities to enhance workflows, processes, and overall efficiency.
We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.
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