VP of Trading-Equities

Trading

• Manage the day-to-day implementation and oversight of ETF portfolios across multiple investment strategies.
• Create, monitor, and execute trade orders using Bloomberg AIM or other institutional Order Management Systems (OMS), ensuring data accuracy and operational integrity.
• Execute trades across equities, options, and fixed income while maintaining a strong focus on best execution and transaction efficiency.
• Partner closely with portfolio managers, prime brokers, market makers, custodians, fund accountants, and exchanges to facilitate seamless trading operations.
• Maintain exceptional attention to detail and consistently deliver accurate, high-quality work with minimal oversight.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Mathematics, or another quantitative discipline, or equivalent professional experience.
• 7-10+ years of institutional trading and portfolio management experience, with significant experience managing ETF portfolios.
• Strong expertise trading equities, options, and fixed income securities, with a primary emphasis on equities.
• Hands-on experience with Bloomberg AIM and Bloomberg Terminal, or comparable institutional trading and order management platforms.
• Deep understanding of ETF portfolio construction, trading workflows, market structure, and execution strategies.
• Advanced proficiency in Microsoft Excel and the broader Microsoft Office suite.
• Strong communication and relationship management skills with the ability to collaborate across multiple functional teams.
• Ability to perform effectively in a fast-paced, deadline-driven environment while managing multiple priorities.
• Experience with institutional Order Management Systems (OMS), execution management systems (EMS), and post-trade processing platforms.
• Experience managing or supporting registered investment companies under the Investment Company Act of 1940 (40 Act funds), including ETFs.
• Familiarity with regulatory requirements governing ETF trading and portfolio management.
• Previous experience leading or mentoring portfolio management, trading, or investment operations teams.
• Experience driving process improvements and operational scalability within a growing asset management or ETF platform.