This role is onsite in our Oak Brook, IL office.
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 and experienced 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. The ideal candidate will have a strong background in trading equities, options, and fixed income. This role requires experience in using Bloomberg or other institutional trading platforms, as well as a background in financial services and back/middle office operations.
This role is onsite in our Oak Brook, IL office.
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
- 10 years' experience, preferably with an ETF portfolio management background.
- Excellent communication and customer service skills.
- Demonstrated history of solving complex problems
- Strong excel skills, VBA a plus
- Ability to work in a fast-paced and dynamic environment.
- Must have attention to detail and ability to multi-task.
Preferred Qualifications
- Experience with trading platforms, order management systems (OMS), and post-trade processing.
- Experience working for a firm that manages 40 Act products
- Familiarity with regulatory requirements related to trading activities.
- Experience working in a high-paced, deadline-driven environment.
- CFA charter holder preferred.
This role is onsite in our Oak Brook, IL office.
The pay range for this role is:140,000 - 190,000 USD per year(Oak Brook, IL)
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