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 ETF Portfolio Manager 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
· 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
· Perform day-to-day portfolio reconciliation
· 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
· Perform research regarding potential investment strategies and implementation.
Qualifications
· Bachelor’s degree in finance, accounting, economics, or related fields
· 1 to 5 years’ experience, preferably with an ETF portfolio management background
· Strong excel skills, VBA a plus
· Must have attention to detail and ability to multi-task.
· Must be able to work from our office in Oak Brook, IL
Preferred Qualifications
· Basic Bloomberg command knowledge
· Exposure to investment compliance guideline monitoring and updating
· Effective communicator that works well in a team environment that has a strong desire to continuously improve workflows, fundamentally understands operational risk, and takes initiative.
The pay range for this role is:
80,000 - 125,000 USD per year (Oakbrook, IL)
Trading
Oak Brook, IL
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