AVP of Trading and Portfolio Management jobs in United States
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Tidal Financial Group · 2 months ago

AVP of Trading and Portfolio Management

positionOak Brook, IL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

Tidal Financial Group is a leading ETF investment technology platform dedicated to creating, operating, and growing ETFs. They are seeking a highly skilled AVP of Trading and Portfolio Management responsible for the implementation and management of various Exchange-Traded Fund (ETF) portfolios, requiring a deep understanding of financial markets and strong analytical skills.

Asset ManagementBusiness DevelopmentConsultingFinancial ServicesFinTechMarketing
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H1B Sponsor Likelynote

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

Qualification

ETF portfolio managementFinancial markets knowledgeAnalytical skillsExcelVBABloombergPythonProblem solvingAttention to detailEffective communicationTeamwork

Required

Bachelor's degree in mathematics, finance, accounting, economics, or related fields
5 years+ experience 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

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

Tidal Financial Group

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Tidal Financial Group (Tidal) is a leading ETF investment and technology platform facilitating the creation, operation and growth of ETFs.
dateFounded in 2016
location
New York, New York, USA
people-size51-200 employees
web-link
https://www.tidalfinancialgroup.com/

H1B Sponsorship

Tidal Financial Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)

Funding

Current Stage
Growth Stage
Total Funding
$32M
Key Investors
Insignia Capital GroupFTV Capital
2025-09-03Private Equity
2022-10-06Private Equity· $32M
2019-01-01Series Unknown

Leadership Team

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Eric Falkeis
Co-Founder and Chief Executive Officer
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Guillermo Trias
CEO & Co-Founder at Tidal Financial Group | ETFs (Exchange Traded Funds)
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Recent News

Benzinga.com
TimesSquare Brings 'Growth With A Conscience' To Mid-Caps With New Active ETF
2026-01-03
GlobeNewswire
Tidal Financial Group Announces the Launch of the TimesSquare Quality Mid Cap Growth ETF (TSCM)
2025-12-30
ETF Express
US enjoys standout year for ETFs in asset raising and innovative strategies
2025-12-03
Company data provided by crunchbase