Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
We’re seeking an exceptional Data Operator to join our account connections team. In this role you will collect and manage data, uncover insights, and support key operations in collaboration with a global team. This entry-level position requires no prior experience and offers excellent growth opportunities with the guidance of experienced mentors and management.
RESPONSIBILITIES
- Collecting, managing, and analyzing data.
- Identifying trends and patterns within the data.
- Collaborating with other teams in the department and the company
- Identifying and reporting bugs and issues in processes.
SHIFT REQUIREMENTS
- Morning shift: 9:00-18:00
- Evening shift: 13:00-22:00 (once a week)
- Friday shift: 9:00-15:30 (once every 3 weeks)
- Night shift: every 3 weeks
REQUIREMENTS
- BA or B.Sc. degree: A degree in Information Systems, Industrial Engineering and Management, Economics and Management or a related field (must)
- English proficiency: Exceptional written and verbal communication skills (must)
- Technical Skills: Proficiency in SQL (must), familiarity with Tableau and log analysis (advantage).
- Availability: Full-time availability for at least 2 years.
- Analytical mindset: Strong problem-solving skills with attention to detail.
- Proactive & self-motivated: Takes initiative, seeks improvements, and embraces challenges.
- Curiosity & eagerness to learn: Open to acquiring new skills, quickly adapting to new tools, and continuously improving.
- Team player: Excellent collaboration and communication skills, thriving in a dynamic team environment.
- Adaptability: Able to excel in a fast-paced and evolving work environment.
WHAT WE OFFER
- Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the
FinTech industry - Team Culture: A collegial, collaborative, fun work environment with frequent team
events - Professional Development: Sponsored learning & development programs
- Work Flexibility: A hybrid office work model (In-Office Mon/Tues/Weds and WFH
Sun/Thurs/Fri)
Top Skills
What the Team is Saying
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
Gallery
Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
