Company Overview – Pioneering the Future of ETF Investment Technology
Tidal Financial Group stands at the forefront of the exchange‑traded fund (ETF) ecosystem, delivering a comprehensive, technology‑driven platform that empowers asset managers, institutional investors, and financial institutions to create, launch, and grow ETFs with confidence. Our end‑to‑end solution suite blends strategic advisory, product planning, trust and fund administration, legal expertise, robust operations support, cutting‑edge marketing research, and an expansive sales and distribution network. By merging deep industry knowledge with innovative partnership models, we consistently generate measurable value for our clients and set new standards for operational excellence within the ETF space.
Based on a remote‑first philosophy, Tidal Financial Group cultivates a collaborative culture that transcends geography, enabling talented professionals across the United States to thrive while contributing to mission‑critical initiatives that shape the next generation of investment products. As we continue to expand our reach, we seek forward‑thinking individuals who are passionate about financial markets, technology, and continuous improvement.
Role Overview – Driving Operational Efficiency from Anywhere
As a Remote Middle Office Operations Analyst, you will be a linchpin in the daily execution of trade processing, reconciliation, and data validation activities that underpin the integrity of our ETF operations. Your responsibilities will span from meticulous transaction verification to the design and implementation of automation solutions that enhance speed, accuracy, and risk mitigation. Working closely with trading desks, technology partners, compliance teams, and senior leadership, you will champion a culture of operational excellence, ensuring that every trade moves smoothly from execution to settlement while adhering to the highest regulatory standards.
This position is ideal for a detail‑oriented, proactive professional who enjoys navigating complex data sets, solving challenging problems, and collaborating across functional boundaries. While the role is remote, we value candidates who are centrally located in or near Chicago, Milwaukee, or New York City, allowing for occasional in‑person meetings and team gatherings.
Key Responsibilities – What You’ll Own and Deliver Every Day
- Trade Capture & Validation: Receive, record, and verify trade tickets from multiple sources, ensuring completeness, accuracy, and timeliness before they enter downstream systems.
- Reconciliation Management: Perform daily and end‑of‑day reconciliations across front‑office, middle‑office, and back‑office platforms, identifying and resolving discrepancies with speed and precision.
- Data Quality Assurance: Conduct comprehensive data validation checks, maintain master data references, and enforce data governance standards throughout the trade lifecycle.
- Process Improvement & Automation: Identify repetitive manual tasks, develop VBA macros, SQL scripts, or Excel‑based tools to automate workflows, and partner with technology teams to embed enhancements into production systems.
- Documentation & Knowledge Management: Create and maintain clear, detailed SOPs, process flow diagrams, and audit trails that support internal controls and regulatory examinations.
- Regulatory & Compliance Support: Assist the compliance function in preparing reports, conducting periodic reviews, and ensuring adherence to relevant regulations such as SEC, FINRA, and global best practices.
- Cross‑Functional Collaboration: Liaise with traders, portfolio managers, risk analysts, IT developers, and external vendors to resolve issues, refine processes, and align on technology roadmaps.
- Project Participation: Contribute to strategic initiatives—including system migrations, new product launches, and risk mitigation projects—by providing operational insight and testing support.
- Performance Monitoring: Track key operational metrics (e.g., turnaround time, exception rates), generate regular performance dashboards, and recommend corrective actions where needed.
Required Qualifications – The Foundation of Your Success
- Bachelor’s degree in Finance, Accounting, Business Administration, or a quantitative discipline.
- Minimum of two (2) years of hands‑on experience in trading operations, middle‑office, or settlements within a financial institution, preferably at a bulge‑bracket firm.
- Solid understanding of equity, fixed‑income, and derivative instruments, including how they settle and clear in the market.
- Exceptional attention to detail with a track record of executing repetitive, high‑volume tasks accurately.
- Demonstrated ability to recognize automation opportunities and translate them into practical tools.
- Proficiency in Microsoft Excel, including advanced functions, pivot tables, and charting.
- Working knowledge of VBA, SQL, or similar scripting languages for data extraction and manipulation.
- Strong organizational and time‑management skills, with the capacity to prioritize competing deadlines.
- Analytical mindset with proven problem‑solving capabilities.
- Effective communication skills—both written and verbal—and the ability to build collaborative relationships across remote teams.
Preferred Qualifications – Adding Extra Value
- Experience using industry‑standard platforms such as Bloomberg, Advyzon, Charles River, or similar front‑to‑back systems.
- Familiarity with regulatory frameworks governing ETF operations, including SEC Rule 6c‑11, MiFID II, or other relevant jurisdictions.
- Exposure to Agile or Scrum methodologies and an interest in participating in iterative development cycles.
- Demonstrated curiosity for continuous learning, with a willingness to acquire certifications (e.g., CFA, FRM, or specialized ETF certifications).
- Previous involvement in technology‑driven process redesign or digital transformation initiatives.
Core Skills & Competencies – What Sets You Apart
- Technical Acumen: Ability to navigate complex trading and settlement systems, extract data, and develop automation scripts.
- Risk Awareness: Understanding of operational risk concepts and how to mitigate them through controls and monitoring.
- Collaboration: Comfortable working in a distributed environment, building consensus, and influencing stakeholders without direct authority.
- Adaptability: Thrives in a fast‑changing, high‑growth setting where priorities can shift rapidly.
- Integrity & Confidentiality: Maintains the highest ethical standards and safeguards sensitive financial information.
- Customer‑Focused Mindset: Recognizes that internal stakeholders are customers, delivering service with professionalism and responsiveness.
Career Development & Learning Opportunities – Your Path Forward
At Tidal Financial Group, we invest heavily in talent development. As a Middle Office Operations Analyst, you will have access to:
- Mentorship Programs: Pairing with senior operations leaders to accelerate skill acquisition and career growth.
- Professional Certifications: Financial industry bodies (CFA Institute, GARP, etc.) offer tuition reimbursement and study leave.
- Internal Training Modules: Continuous education on emerging technologies (Python, RPA, cloud computing), regulatory updates, and advanced ETF structures.
- Cross‑Functional Rotation: Opportunities to spend short‑term assignments in product planning, compliance, or technology teams, broadening your perspective.
- Leadership Pathways: High performers are considered for senior analyst, team lead, or manager roles within the middle‑office hierarchy.
Culture & Work Environment – What It’s Like to Be Part of Tidal
Our culture is built on three pillars: Innovation, Collaboration, and Integrity. We champion a remote‑first environment while fostering a sense of belonging through:
- Regular virtual town‑halls and Q&A sessions with executive leadership.
- Quarterly in‑person meetups in our hub cities (Chicago, Milwaukee, New York) for networking and team building.
- Flexible work hours that respect work‑life balance and accommodate different time zones.
- Diverse and inclusive hiring practices, ensuring a broad range of perspectives and experiences.
- Recognition programs that celebrate operational excellence, innovation, and teamwork.
Compensation, Perks & Benefits – Rewarding Your Contributions
While exact figures may vary based on experience, the role offers a competitive salary range of $70,000 – $90,000 USD per year, complemented by a comprehensive benefits package that includes:
- Health, dental, and vision insurance with employer contributions.
- 401(k) retirement plan with company match.
- Paid time off (vacation, sick leave, and holidays) plus optional additional personal days.
- Remote‑work stipend covering home office equipment, high‑speed internet, and coworking space access if desired.
- Annual performance bonuses tied to individual and company‑wide success metrics.
- Employee assistance programs (EAP) and mental‑health resources.
- Professional development budget for courses, conferences, and certifications.
- Well‑being initiatives such as virtual fitness classes, meditation sessions, and wellness challenges.
Application Process – Take the Next Step in Your Career
If you are ready to join a dynamic, technology‑centric firm that values operational precision and continuous improvement, we encourage you to apply today. Submit your resume, a concise cover letter highlighting your relevant experience, and any supporting documentation that showcases your analytical and automation achievements.
Don’t miss the chance to shape the future of ETF operations while enjoying the flexibility of a remote work lifestyle. We look forward to reviewing your application and exploring how your expertise can elevate Tidal Financial Group’s middle‑office capabilities.
Your Future Starts Here
Take the initiative—apply now and become an integral part of an industry‑leading team that is redefining how ETFs are built, managed, and delivered to the market.
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