Financial Operator
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 looking for an exceptional Financial Operator to join our team. You will be responsible for working closely with our research and development team to analyze data, gather insights, and connect the dots. This is an Entry-Level Role (no prior experience required), and you’ll find yourself with a massive opportunity for growth, supported by management and mentors. You’ll gain valuable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.
RESPONSIBILITIES
- Conduct research
- Gather and analyze large sets of data
- Find patterns and trends in the analyzed data
- Work closely with the Research & Development (R&D) team
REQUIREMENTS
- Entry-level, no prior experience required
- Bachelor's degree- A Must
- Bachelor's degree in economics or business administration -A major plus
- Excellent English communication skills – A must
- Proficient in Microsoft Excel
- Excellent team player and collaborator
- Self-motivated and a self-learner
- Exceptional attention to detail and strong analytical thinking
- A "can do" approachAbility to thrive in a fast-paced and dynamic work environmen
- 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)
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