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Senior Portfolio Manager

TFG

Location
United States
Tidal Financial Group

Job Description

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.

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About the job

Dec 26, 2024

Full-time

  1. US United States

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