Operations Analyst, Onboarding

Public.com is an investing platform that helps people become better investors. Members can build a diverse portfolio of stocks, ETFs, and crypto within a single platform.

On Public, ownership unlocks an experience of content and education, contextual to their portfolio, created by a million+ strong community of investors, creators and analysts.

Public puts investors first, and doesn’t sell trades to market makers or take money from Payment for Order Flow (PFOF).

We announced our Series D funding round of $220 million in Feb. 2021, just two months after our Series C round. Our investors include Accel, Greycroft, (the original investors in Venmo) and Lakestar, as well as Will Smith (Dreamers VC), Tony Hawk, The Chainsmokers’ Mantis VC; NFL star J.J. Watt, NYU Stern professor and entrepreneur Scott Galloway, business executive Dick Parsons, Business Class founder Sophia Amoruso, and Shari Redstone’s Advancit Capital.

The brokerage operations team at Public is looking for an analyst to help manage our member application and onboarding processes. 

As the Operations Analyst, Onboarding, you are the first point of contact for new members as they join our incredible community of investors. You will use your knowledge of AML/KYC and CIP regulatory requirements to review new account applications and communicate with our members about their application status. You will partner with 3rd party vendors to improve approval rates and kpi's while continuously working to find ways to improve systems and processes. In addition, you will independently drive projects and analyses that support our ability to grow the business and improve the investing experience for all of our members.   

Since Public is in a regulated industry, this role will require the candidate to have the 

The brokerage operations team at Public is looking for an analyst to help manage our member application and onboarding processes. 

As the Operations Analyst, Onboarding, you are the first point of contact for new members as they join our incredible community of investors. You will use your knowledge of AML/KYC and CIP regulatory requirements to review new account applications and communicate with our members about their application status. You will partner with 3rd party vendors to improve approval rates and kpi's while continuously working to find ways to improve systems and processes. In addition, you will independently drive projects and analyses that support our ability to grow the business and improve the investing experience for all of our members.   

Since Public is in a regulated industry, this role will require the candidate to have the FINRA Series 7 & 63 licenses. 

• Someone process-, detail-, and action-oriented who embodies our company principle of organized speeding. You are passionate about discovering trends and uncovering insights, and look for opportunities to operationalize new processes and procedures to allow your work to scale easily alongside our growing community.
• An agile teammate who is comfortable working independently and operating in a fast-paced environment. You can react quickly and make effective decisions to build a stronger community on Public.
• Strong analytical, communication, and project management skills
• 2-4 years experience working in a fast-paced dynamic environment
• FINRA Series 7 and 63 licenses 

• Startup experience
• Experience working in customer support 
• Familiarity with US and/or UK KYC processes and regulations 
• Experience with Looker and Mixpanel 

• Someone process-, detail-, and action-oriented who embodies our company principle of organized speeding. You are passionate about discovering trends and uncovering insights, and look for opportunities to operationalize new processes and procedures to allow your work to scale easily alongside our growing community.
• An agile teammate who is comfortable working independently and operating in a fast-paced environment. You can react quickly and make effective decisions to build a stronger community on Public.
• Strong analytical, communication, and project management skills

2-4 years experience working in a fast-paced dynamic environment

• FINRA Series 7 and 63 licenses 

• Startup experience
• Experience working in customer support 
• Familiarity with US and/or UK KYC processes and regulations 
• Experience with Looker and Mixpanel 

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.