What are the responsibilities and job description for the AVP of Trading - Active position at Tidal Financial Group?
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 AVP of Trading to support the implementation and management of Exchange-Traded Fund (ETF) portfolios across active and index strategies spanning major asset classes. This role requires a deep understanding of financial markets, strong analytical skills, and a proven track record of managing investments within established risk-reward frameworks.
Tidal provides services that support the launch, operation, and growth of ETFs.
What you'll do
- Manage ETF portfolios and partner directly with clients to support their investment objectives and day-to-day portfolio needs.
- Monitor portfolio activity, execute trades, support compliance requirements, and contribute investment insights across active and index strategies.
- Perform daily portfolio reconciliations and prepare materials for quarterly oversight, board meetings, and regulatory reporting.
- Support the planning and execution of portfolio rebalances and ETF basket activity.
- Apply portfolio management and compliance procedures while identifying opportunities to improve processes, controls, and overall efficiency.
Qualifications
- Bachelor’s degree in finance, accounting, economics, mathematics, or a related field.
- 5 years of experience in ETF portfolio management, trading, or a related investment function.
- Advanced Excel skills required; experience with VBA, Bloomberg, Python, or similar tools is a plus.
- Proactive problem solver who takes initiative and approaches challenges with sound judgment.
- Strong organizational skills with the ability to manage multiple priorities and deadlines effectively.
- Exceptional attention to detail and a commitment to accuracy in a fast-paced environment.
Preferred Qualifications
- Proximity to Chicago or New York is preferred; candidates located near Milwaukee, Omaha, or West Palm Beach will also be considered.
- Familiarity with Bloomberg and basic Bloomberg commands.
- Experience with investment compliance guideline monitoring and updates.
- Strong communication and collaboration skills with the ability to work effectively across teams.
- A continuous improvement mindset with an interest in identifying opportunities to enhance workflows and processes.
- Strong understanding of operational risk and the ability to proactively identify and address potential issues.
- Self-motivated and comfortable taking initiative in a fast-paced environment.
We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; New York City, NY; and West Palm Beach, FL.