Find Jobs
Find Jobs Near You – Available Work in Your Location
Trading Associate-Passive
Career Insights for Investment / Portfolio Analyst
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Illinois data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$86,382 / year median in Illinois
-4% projected decline
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 Trading Associate 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. Qualifications Bachelor's degree in mathematics, finance, accounting, economics, or related fields Minimum 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 and New York 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. The pay range for this role is: 85,000 - 110,000 USD per year(Chicago Office)