Brokerage Associate

About Us:

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.

What you’ll do:

You’ll be a contributing member of the Brokerage team at Public with a focus on 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 operations, 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 unsecured debts, and other exception reporting, ACATS 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 Retail Brokerage Operations
• 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 
• Experience with Apex Clearing
• Corporate Actions, ACATS, Money Transfer experience a plus
• Experience and fluency with using Looker (or interest in learning)
• Series 7, 63/66 (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.