Senior Business Analyst, Pontera

$120-135k

+ Equity

SQL

Tableau

Salesforce

Senior level

New York

More information about location

3+ days a week in office

Wealth management for held-away accounts

Job no longer available

Wealth management for held-away accounts

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Job no longer available

$120-135k

+ Equity

SQL

Tableau

Salesforce

Senior level

New York

More information about location

3+ days a week in office

201-500 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k), 403(b)s, and other workplace-sponsored retirement plan accounts.

Job

Company

Role

Who you are

Strong SQL and data visualization skills - using Tableau or a similar software - are a must. Salesforce reporting experience is a huge plus
5+ years working experience as a business analyst or in a similar role
Experience working directly with stakeholders required
Advanced experience building out data visualizations in Tableau required
Experience working with complex data sets
Experience managing projects across multiple teams
Experience with Salesforce is a huge plus
Bachelor's degree

What the job involves

This is a new team based in the US that partners with our Business Development and Marketing teams to provide in-depth analytics and reporting insights.
Own the dashboard development process from end-to-end, from establishing KPIs with stakeholders to building the end deliverable
Work with key stakeholders to ensure their teams are accurately measuring performance
Provide in-depth analysis to key stakeholders across all levels of the organization, presenting findings in an easily digestible manner
Be the primary point of contact for ad hoc data requests for our US-based teams
Routinely monitor dashboards, ensuring they are performing optimally
Manage team documentation through Guru
This is an exciting opportunity to partner closely with internal teams and build our reporting infrastructure from the ground up. This role will have a strong impact on the overall business

Our take

Pontera, formerly known as FeeX, is a platform that bridges the gap between individuals and pension advisers, helping financial advisors find hidden fees and better manage their client's pension schemes.

Pontera is taken from the Latin for “bridge” and the company’s mission of increasing transparency within the financial world was once focused solely on account holders and legal fees. Since raising another successful round, the company’s platform has concentrated its efforts on an Order Management System for financial advisors.

This about-turn was clearly a smart move for Pontera as it piqued the interest of leading investors. Financial difficulties for FeeX in 2016 resulted in a third of its employees being made redundant. That seems a far cry from the financial advisor platform it is today, and it will hope this continues as it looks to cement its place at the forefront of the industry.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Few candidates hear
back within 2 weeks

30% employee growth in 12 months

Glassdoor (4.7)

Company

Company benefits

Health insurance
Retirement contributions
Employee stock option
Family planning benefits
Hybrid work environment
Meal stipend

Company values

Put people first: Our greatest asset is our people and we embrace a team-first attitude of openness, honesty, and integrity
Take ownership: We own our work, innovate solutions, and act with initiative
Embrace resilience: We continuously adapt and meet challenges head on
Start with why: We achieve our best work by truly understanding the underlying purpose behind actions and decisions

Company HQ

Midtown South, New York, NY

Articles

Pontera and Independent Advisor Alliance partner

Pontera and 401GO partner to enable personalized 401(k) management by clients' trusted financial advisors

Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity Reversal

Leadership

Yoav Zurel

(Co-Founder & CEO)

A Computer Science graduate. They previously worked as a Support Engineer at Wix before co-founding Pontera in 2012.

Eyal Halahmi

(Co-Founder & CTO)

Previously served as CTO at LivePerson, then as a Consultant with SundaySky. Also founded TALKahead.

David Weisz

(Co-Founder & CPO)

Served as an Executive Officer in the Israeli Navy, before taking a Computer Science degree and enrolling on the Zell Entrepreneurship Program.

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