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Tidal Financial Group

Senior Portfolio Manager

Tidal Financial Group, Chicago, Illinois, United States, 60290


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 roleTidal 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· 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.

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