
Trade Associate - Leverage
- Bloomberg
- Excel
- MS Office
About the role
We are seeking a skilled Leverage Trading Associate responsible for the implementation and management of various leveraged Exchange-Traded Funds (ETF). This role requires a deep understanding of financial markets, strong analytical skills, and an ability to manage portfolios within a fast-paced environment. The ETF Portfolio Management team provides portfolio management and execution services for ETF issuers. This position will closely be involved with day-to-day portfolio management functions of leveraged ETFs.Â
The ideal candidate will have a strong understanding of equities, options, and other derivatives. This role requires using Bloomberg and other institutional trading platforms. A background in financial services and back/middle office operations is preferred. 
What you'll do
- Execute and manage trades across equities, options, and swaps. Â
- Execute day-to-day duties in the operations of the Trading Team, including but not limited to trade allocation, position settlement, and reconciliation of all trading. Â
- Utilize Bloomberg or other institutional trading platforms for efficient trade execution. Â
- Working closely with Prime Brokers and Market Makers to ensure trading best execution and fund efficiencies. Â
- Stay updated with market trends, economic developments, and trading strategies. Â
- Accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors. Â
- Strong familiarity with Microsoft Excel and other Office applications. Â
- Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures. Â
- Work closely with our Operations Team to understand their needs and to build solutions that enable them to execute transactions and other operational processes effectively. Â
- A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others. Â
- Continually analyzing, reviewing and improving our operations and service as the trading business evolves. Â
- The individual will be expected to interact and build strong relationships with stakeholders. Â
Qualifications
- Bachelor’s degree, preferably business or quantitative discipline related, or relevant experience Â
- 1-3 years of experience (or more) in trading equities, options, and fixed income, with a strong emphasis on option trading Â
- Institutional/RIA trading experience Â
- Proficiency with Bloomberg or similar institutional trading platforms Â
- Strong understanding of financial markets and trading strategies Â
- Excellent communication and customer service skills Â
- Ability to work in a fast-paced and dynamic environment Â
- Demonstrated history of solving complex problems Â
- Proficient with MS Office Suite Â
- Very high level of competency in Excel Â
Preferred Qualifications Â
- Experience with trading platforms, order management systems (OMS), and post-trade processing Â
- Experience working for a firm that manages 40 Act products Â
- Familiarity with regulatory requirements related to trading activities Â
- Experience working in a fast-paced, deadline-driven environment Â
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.Â
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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.
Trade Associate - Leverage · Tidal Financial Group