AVP of Trading-Passive
Tidal Financial Group · New York, NY · 2 days ago
HybridFinanceFull-time
About the role
Tidal is seeking a highly skilled AVP of Trading and Portfolio Management.
Responsibilities
- 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.
- 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.
Qualifications
- Bachelor’s degree in mathematics, finance, accounting, economics, or related fields.
- Minimum 5 years+ experience with an ETF or trading background.
- Strong excel skills a 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 while maintaining exceptional attention to detail.
Preferred Qualifications
- Proximity to Chicago and New York preferred.
- Basic Bloomberg command knowledge.
- Exposure to investment compliance guideline monitoring and updating.
- Effective communicator that works well in a team environment.
- A strong desire to continuously improve workflows.
- Fundamental understanding of operational risk.
- Initiative to take.
Pay
The Pay Range For This Role Is 90,000 - 130,000 USD per year(Oakbrook, IL)