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.
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
5 to 10 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
Close proximity 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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