Brokerage Associate - Remote

Overview

The Brokerage Associate will be a key member of the Brokerage team at Public, focusing on trading and operations to ensure smooth daily processes and support business growth.

In Short

• Contribute to the Brokerage team focused on Trading and Operations.
• Manage daily trading and operational processes.
• Resolve trade and allocation breaks with custodians.
• Monitor daily margin calls and exception reporting.
• Work closely with Client Experience to resolve trading issues.
• Lead projects and analyses for business growth.
• Identify opportunities to improve and automate systems.
• 1-3 years experience in fintech, brokerage, or consulting.
• Knowledge of margin accounts and product knowledge in equities and options.
• Possession of Series 7 and/or 63/66 certifications.

Requirements

• 1-3 years experience in a fast-paced, dynamic environment.
• Working knowledge of margin accounts and managing margin calls.
• Problem solver with quick decision-making abilities.
• Independent operator comfortable with ambiguity.
• Ability to identify opportunities for process improvement.
• Experience in financial services is a plus.
• Experience with Apex Clearing is a bonus.
• Fluency with Looker or willingness to learn.
• Possession of additional FINRA certifications is a plus.
• Active Public.com Member is a bonus.

Benefits

• Competitive salary and benefits package.
• Opportunity to work in a dynamic startup environment.
• Access to advanced investing tools and resources.
• Collaboration with a diverse and talented team.
• Professional development opportunities.