Trading Associate-Leverage

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.  

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.  

• 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.  

• Utilize Bloomberg or other institutional trading platforms for efficient trade execution.  

• Working 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.  

• Accountable for performance and adherence to fund objectives and delivering superior returns against direct competitors.  

• Strong familiarity with Microsoft Excel and other Office applications.  

• 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 to build solutions that enable them to execute transactions and other operational processes effectively.  

• A relentless focus on quality and ability to produce accurate information independently without extensive support/QA from others.  

• Continually analyzing, reviewing and improving our operations and service as the trading business evolves.  

• The individual will be expected to interact and build strong relationships with stakeholders.  

Qualifications

• Bachelor’s degree, preferably business or quantitative discipline related, or relevant experience.  

• Minimum 3+ 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.  

Preferred Qualifications  

• Experience with trading platforms, order management systems (OMS), and post-trade processing.  
• Proximity to Chicago and New York preferred 

• 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.  

We are prioritizing candidates who are located within proximity to Chicago, IL; New York, NY, Milwaukee, WI, and Omaha, NE.