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Brokerage Associate

Brokerage Associate at Public, focusing on trading and operations.
Public
Remote
On-Site
United States
Undisclosed salary
Job Description
Public is seeking a Brokerage Associate to join their Brokerage team, focusing on Trading and Operations. The Brokerage team manages critical functions such as member account opening, money movements, and trading. This role involves managing daily trading and operational processes, optimizing systems, and leading projects to enhance the investing experience for Public members.

Responsibilities include:
  • Daily resolution of trade and allocation breaks.
  • Monitoring of daily margin calls and unsecured debts.
  • Close-out trading.
  • Management of Public’s inventory and error accounts.
  • Collaborating with Client Experience to resolve trading or margin issues.
  • Supporting Onboarding and Risk functions within Brokerage.

Requirements:
  • 1-3 years of experience in a fast-paced environment (fintech, brokerage, sales & trading, or management consulting).
  • Working knowledge of margin accounts and managing margin calls.
  • Product knowledge related to equities, options, and fixed income.
  • Problem-solving skills and 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 licenses.

The role offers:
  • Opportunity to work cross-functionally within Brokerage.
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Public

All Jobs at Public (7)