Brokerage Associate
About Us:
Public is an investing platform that makes building a multi-asset portfolio fast, frictionless, and secure. Members can trade stocks, options, bonds, and crypto—all in one place. Alongside its robust suite of investing tools, Public offers Alpha, a layer of artificial intelligence that provides fundamental data and custom analysis to support informed investment decisions.Since 2019, Public has raised over $400 million. Investors include Accel, Tiger Global, Will Smith's Dreamers VC, The Chainsmokers' Mantis VC, and Shari Redstone's Advancit Capital, as well as renowned figures in business and culture, like Maria Sharapova, and Tony Hawk.
What you’ll do:
You’ll be a contributing member of the Brokerage team at Public with a focus on Trading and Operations. The Brokerage team is responsible for many of the critical functions of Public’s business, including opening member accounts, managing money movements, and trading on behalf of Public, among many, many other things. As part of the team, you'll help manage day-to-day trading and operational processes, ensuring everything runs smoothly while continuously looking for opportunities to optimize systems and workflows.
You'll also independently lead projects and analyses to support business growth and enhance the investing experience for all Public members. Some responsibilities would include daily resolution of trade and allocation breaks with Public’s custodian and the street, monitoring of daily margin calls, unsecured debts, and other exception reporting, close-out trading, and the management of Public’s inventory and error accounts. You’ll work closely with all areas of the Public Organization, including Client Experience, to resolve trading or margin issues. You will also have the opportunity to work cross-functionally within Brokerage to support the Onboarding and Risk functions.
What we’re looking for:
- 1-3 years experience working in a fast-paced, dynamic environment such as fintech, brokerage, sales & trading, or management consulting
- Working knowledge of margin accounts, managing margin calls
- Product knowledge related to equities, options, and fixed income
- Problem solver with the ability to make quick decisions
- Independent operator comfortable with ambiguity
- Ability to identify opportunities to improve and automate systems & processes
- Series 7 and/or 63/66
Bonus Points:
- Financial services experience
- Public markets investing & experience on or supporting a trading desk
- Experience with Apex Clearing
- Corporate Actions experience a plus
- Experience and fluency with using Looker (or interest in learning)
- Series 4, 57, and/or 24 (or other FINRA certifications)
- Active Public.com Member
Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.
