Trade Analyst - Leverage
About the job
- A bachelor's degree, preferably in business or a quantitative discipline, or relevant experience.
- Zero to two years of experience, or more, trading equities, options, and fixed income, with a strong emphasis on option trading.
- Institutional or registered investment advisor trading experience.
- Proficiency with Bloomberg or similar institutional trading platforms.
- A strong understanding of financial markets and trading strategies.
- Proficiency with Microsoft Office Suite and a very high level of competency in Excel.
- Execute and manage trades across equities, options, and swaps.
- Perform day-to-day Trading Team operations, including trade allocation, position settlement, and reconciliation of all trading.
- Use Bloomberg or other institutional trading platforms for efficient trade execution.
- Work with Prime Brokers and Market Makers to ensure best execution and fund efficiencies.
- Stay updated with market trends, economic developments, and trading strategies.
- Be accountable for performance, adherence to fund objectives, and delivering superior returns against direct competitors.
- Partner with the Investment/Portfolio Management team to continually improve and enhance trading processes and procedures.
- Work with the Operations Team to understand its needs and build solutions that enable effective execution of transactions and other operational processes.
- Produce accurate information independently without extensive support or quality assurance.
- Continually analyze, review, and improve operations and services as the trading business evolves.
- Interact with stakeholders and build strong relationships.
- A background in financial services and back- or middle-office operations.
- Experience with trading platforms, order management systems, and post-trade processing.
- Experience working for a firm that manages Investment Company Act of 1940 products.
- Familiarity with regulatory requirements related to trading activities.
- Experience working in a fast-paced, deadline-driven environment.
About the company
Tidal Financial Group provides white-label ETF solutions for asset managers, institutional investors, and financial advisors. It offers an end-to-end fiduciary platform that covers regulatory compliance, marketing support, and ongoing ETF management, so clients can focus on investment strategy. Clients launch ETFs under their own brands and distribute them globally to retail investors, advisors, intermediaries, and institutions, with Tidal earning service and management fees. The company aims to democratize access to ETF launches and expansion by simplifying compliance, marketing, and distribution to open new revenue channels worldwide.
Company Size
11-50
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$32M
Headquarters
New York City, New York
Founded
2016
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Simplify's Take
What believers are saying
- Tidal reported $74 billion AUS and 90+ new ETFs launched in 2026.
- Gavin Filmore became CEO on January 1, 2026, sustaining client continuity.
- The January 2025 ZEGA acquisition expands Tidal’s derivatives capability for new income ETFs.
What critics are saying
- ETF commoditization squeezes Tidal’s fees as issuers demand cheaper platforms in 2026.
- A few marquee sponsors drive visibility; any YieldMax or Defiance departure cuts revenue fast.
- SEC scrutiny on complex option and crypto ETFs can halt launches and damage Tidal.
What makes Tidal Financial Group unique
- Tidal runs 440+ ETFs with 110+ issuers, spanning launch through trading.
- Its ZEGA acquisition doubled trading talent, strengthening derivatives-heavy ETF execution.
- Tidal’s flexible white-label stack lets sponsors outsource compliance, operations, and distribution.
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Benefits
Remote Work Options
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Company News
As part of this transaction, Tony Broglio (founder and managing partner at Insignia Capital) will join Tidal's board as one of five members.
"This is an exciting launch and one we are very pleased to be a part of," added Pestrichelli, who founded ZEGA Financial (a Nebraska-based firm), which was officially acquired by Tidal at the start of 2025.
Tidal Financial Group launches GammaRoad Market Navigation ETF (NYSE: GMMA) in strategic partnership with GammaRoad Capital Partners.
FRANKFURT, Germany--(BUSINESS WIRE)--MarketVector IndexesTM (“MarketVector”) announces the licensing of the iREIT®-MarketVectorTM Quality REIT Index (ticker: IRET) to Tidal Investments, LLC (“Tidal”), highlighting MarketVector’s ability to provide customizable indexes in varying sectors for clients across the globe. In partnership with Tidal, leading real estate analyst Brad Thomas, CEO of Wide Moat Research, launched the IRET ETF (ticker: IRET) built on an index Brad designed with MarketVector. This unique product invests in REITs across all property sectors, utilizing fundamental analysis to provide investors with exposure to diversification, potentially higher yields, and a focus on quality and value investing. “As a prolific income-focused writer on Seeking Alpha with over 115,000 followers I’m honored to provide my readership base with a REIT ETF focused on reliable and predictable income. Our index is designed to provide diversified property sector and geographical exposure while targeting constituents with the best quality and value attributes. As the chief architect for the index, my number one goal is to ensure steady and growing income so investors can be more confident about their real estate investments,“ said Brad Thomas, CEO Wide Moat Research
Tidal Financial Group has partnered with 7RCC to serve as the platform facilitating the creation, operation, and growth of the ETF.