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 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

· 2 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.

Preferred Qualifications

· Located centrally to Chicago

· 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.

Trading

Remote (Chicago, Illinois, US)

Share on:

Terms of servicePrivacyCookiesPowered by Rippling