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.
Pontera is seeking an exceptional Entry-Level Financial Operator to join our growing team. In this role, you'll be responsible for analyzing large datasets, uncovering patterns and insights, and driving operational excellence. You'll also contribute to improving automation and streamlining processes to boost efficiency and accuracy across the organization.
This is a unique entry point into the FinTech space - no prior experience required. We provide comprehensive training, ongoing support, and dedicated mentorship to help you grow quickly in your role. You'll gain hands-on experience in a fast-paced environment where your work will be visible, meaningful, and impactful.
If you're detail-oriented, analytically curious, and have the ability to connect the dots between granular data and big-picture strategies—we’d love to hear from you!
RESPONSIBILITIES
- Conduct financial and operational research to support strategic decision-making
- Analyze and interpret datasets to uncover trends and actionable insights
- Identify opportunities to optimize processes and improve automation
- Ensure accuracy, consistency, and high standards in operational outputs
- Collaborate with cross-functional teams, including R&D, to enhance workflows
- Clearly document findings and effectively communicate insights to stakeholders
REQUIREMENTS
- Bachelor's degree (Economics, Industrial Engineering, or similar) – Required
- Entry-level – No prior experience required
- Exceptional attention to detail and strong analytical thinking
- Fluent English communication skills – A must
- Proficient in SQL - Advantage
- Strong analytical thinking and problem-solving abilities
- Impeccable attention to detail and a high standard of accuracy
- Ability to zoom in on specifics while keeping the broader context in mind
- Excellent team player and collaborator
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!
