Trading and Portfolio Management Analyst

Lorraine Hedderman

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POSITION:

Trading and Portfolio Management Analyst

Tidal is seeking a highly skilled Trading and Portfolio Management Analyst 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.

KEY DETAILS:

REGION: USA

LOCATION: Oakbrook, IL

JOB TYPE: On-site

RESPONSIBILITIES:

· 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
· 0 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.

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

Preferred Qualifications
· Proximity to Chicago 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.

COMPANY BACKGROUND:

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.

SOUND LIKE THE JOB FOR YOU?

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