About the Role
We are seeking a highly skilled Leverage ETF Portfolio Manager responsible for the implementation and management of various leveraged Exchange-Traded Fund (ETF) portfolios. This role requires a deep understanding of financial markets, strong analytical skills, and a proven 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 be involved with day-to-day portfolio management functions of leveraged ETFs. The ideal candidate will have experience in trading equities, options, and/or other derivatives. This role requires experience in using Bloomberg or other institutional trading platforms, as well as a background in financial services and back/middle office operations.
Responsibilities
- Execute and manage trades across equities, options, and fixed income.
- Execute day-to-day duties in the Trading Operations Team, including trade allocation, position settlement, and reconciliation of all trading.
- Utilize Bloomberg or other institutional trading platforms for efficient trade execution.
- Work closely with Prime Brokers and Market Makers to ensure trading best execution and fund efficiencies.
- Stay updated with market trends, economic developments, and trading strategies.
- Be accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors.
- Partner with Investment/Portfolio Management team to continually improve and enhance the trading process and procedures.
- Work closely with our Operations Team to understand their needs and build solutions that enable them to execute transactions and other operational processes effectively.
- Maintain a relentless focus on quality and ability to produce accurate information independently.
- Continually analyze, review, and improve operations and service as the trading business evolves.
- Interact and build strong relationships with stakeholders.
Requirements
- Bachelor’s degree, preferably business or quantitative discipline related, or relevant experience.
- 8+ years of experience (or more) in trading equities, options, and fixed income, with a strong emphasis on option trading.
- Institutional/RIA trading experience.
- Proficiency with Bloomberg or similar institutional trading platforms.
- Strong understanding of financial markets and trading strategies.
- Excellent communication and customer service skills.
- Ability to work in a fast-paced and dynamic environment.
- Demonstrated history of solving complex problems.
- Proficient with MS Office Suite.
- Very high level of competency in Excel.
- Experience with trading platforms, order management systems (OMS), and post-trade processing.
- Experience working for a firm that manages 40 Act products.
- Familiarity with regulatory requirements related to trading activities.
- Experience working in a fast-paced, deadline-driven environment.
Skills
- Trading equities
- Trading options
- Trading fixed income
- Bloomberg
- Institutional trading platforms
- Microsoft Excel
- Microsoft Office applications
- Trading platforms
- Order management systems (OMS)
- Post-trade processing
Location
- Chicago, IL
- Milwaukee, WI
- New York City, NY
- Omaha, NE
Work Type
- Full-time
Experience Level
- 8+ years
Education Level
- Bachelor's degree
