Trading Associate-Portfolio
Listed on 2026-02-01
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Finance & Banking
Risk Manager/Analyst, Portfolio Manager
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 roleTidal 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 proven track 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 asaliaisonwith clients.
- Provide operational support through portfolio monitoring, trade execution, compliance reporting, and investment thought leadership.
- Perform day-to-day portfolio reconciliation.
- 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, identifying improvements, as applicable.
- Bachelor’s degree in mathematics, finance, accounting, economics, or related fields
- 3 to 5 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.
- Proximity to Chicago preferred
- Basic Bloomberg command knowledge
- Exposure to investment compliance guidelinemonitoringand updating
- Effective communicator that works well in a team environment that hasa strong desireto continuously improve workflows, fundamentally understands operational risk, and takes initiative.
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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