Trading Associate-Leverage at Tidal Financial Group – Milwaukee, Wisconsin

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 Trading Associate responsible for the implementation and management of various Exchange-Traded Fund (ETF) portfolios. This role requires an 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. 

Qualifications

• Bachelor’s degree in mathematics, finance, accounting, economics, or related fields. 
• Python coding expertise.

• 1 to 3 years’ experience, preferably 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. 

• Passion for problem solving, and a can-do attitude.

• Must excel at managing multiple deadlines and tasks simultaneously while maintaining exceptional attention to detail. 

Preferred Qualifications

• Proximity to Chicago, NYC, Milwaukee or Omaha preferred.

• 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.

We are prioritizing candidates who are located within proximity to Chicago, IL; Milwaukee, WI; Omaha, NE; and New York