PanAgora Asset Management · 12 hours ago
Brokerage Trading Associate
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $76K/yr
2+ years expPanAgora Asset Management is committed to transforming financial lives through a flexible work environment and career growth opportunities. As a Brokerage Trading Associate, you will support Empower's retirement and investing customers with their trade execution needs, leveraging your expertise in trading various securities to provide exceptional service and support.
FinanceFinancial Services
No H1B
Responsibilities
Primary point of contact for client trading of Equity, ETF, Mutual Fund, Options and Fixed Income securities in an inbound call center setting
Effectively explain investment concepts in an easy-to-understand manner to client
Provide exceptional service and support to Empower’s retail customers
Service new and existing client needs via inbound calls including account opening, asset movement, and maintenance needs
Educate customers on financial solutions and tools offered by Empower
Create a positive service experience by confidently navigating problems and finding solutions independently
Navigate between multiple systems, internal modes of communication and resources while simultaneously engaging in client phone calls
Qualification
Required
Bachelor's degree, business or finance preferred
2+ years of financial customer service experience
1+ years of direct trading experience
FINRA Series 7 and Series 63 required with FINRA fingerprinting upon hire
Understanding of current financial markets and retirement account operations
Preferred
Ability to work in a fast paced, client-driven call center with a cheerful outlook
Strong active listening and verbal communication skills to support our diverse customer base
Ability to navigate and operate multiple technology platforms simultaneously
Experience handling fixed incomes, corporate actions, and options
Previous call center experience, preferred
Benefits
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Company
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
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