[Remote] Brokerage Associate at Public

United States

Public Logo
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

  • 1-3 years of experience 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 certifications
  • Bonus points: Financial services experience, experience with Apex Clearing, Corporate Actions, ACATS, Money Transfer experience, experience and fluency with using Looker
  • Series 7, 63/66 (or other FINRA certifications), active Public.com Member

Responsibilities

  • Daily resolution of trade and allocation breaks with Public's custodian and the street
  • Monitoring of unsecured debts
  • Other exception reporting, ACATS, and management of Public's inventory and error accounts
  • Working closely with all areas of the Public Organization, including Client Experience, to resolve trading or margin issues
  • Cross-functional support for Onboarding and Risk functions
  • Independent project and analysis to support business growth and enhance the investing experience for all Public members

Skills

Public

Offers high-yield cash accounts and investment services

About Public

Public.com provides a high-yield cash account with a 5.1% annual percentage yield (APY), allowing customers to earn interest on their cash. It serves individual investors by offering a platform to buy bonds and engage in equity trades, while sharing 50% of its options trading revenue with customers for transparency. The company uses artificial intelligence to deliver real-time data and analysis, helping users make informed investment decisions. Public.com aims to empower individual investors with accessible financial tools and information.

New York City, New YorkHeadquarters
2019Year Founded
$403.2MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health, dental, & vision
Parental leave
Sick leave
401k with 4% match
Gym memberships
FSA & HSA
Reproductive care

Risks

Increased competition from fintech platforms may dilute Public.com's market share.
Volatility in cryptocurrency markets could affect user trust in Public.com's crypto services.
Rising interest rates may challenge the attractiveness of Public.com's high-yield cash account.

Differentiation

Public.com offers fractional ownership across diverse assets, including stocks, crypto, and collectibles.
The platform provides AI-driven data analytics for personalized investment insights and recommendations.
Public.com shares 50% of its options revenue with customers, ensuring transparency and trust.

Upsides

Public.com raised $135M in Series D, supporting its commission-free trading platform expansion.
The platform's high-yield cash account offers a competitive 5.1% APY, attracting cash investors.
AI-powered analysis of earnings calls provides users with deeper insights into company performance.

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