Senior Business Analyst, Pontera

$120-135k

+ Equity

SQL
Tableau
Salesforce
Senior level
New York

More information about location

3+ days a week in office

Pontera

Wealth management for held-away accounts

Job no longer available

Pontera

Wealth management for held-away accounts

101-200 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

101-200 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To help individuals retire with greater wealth and financial security.

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 headshot

Freddie

Company Specialist at Welcome to the Jungle

Insights

Few candidates hear
back within 2 weeks

30% employee growth in 12 months

Company

Company benefits

  • The opportunity to have a major impact and have exposure to all aspects of a fast-growing startup that is revolutionizing the FinTech industry
  • A collegial, collaborative, fun work environment
  • Equity participation
  • A hybrid office WFH work model (currently in-office Tues-Thurs and remote Mon/Fri)
  • Comprehensive insurance benefits
  • 401k matching
  • Generous PTO days

Company HQ

Midtown South, New York, NY

Leadership

Yoav Zurel

(Co-founder & CEO)

A Computer Science grad, and previously a Support Engineer at Wix.

Eyal Halahmi

(Co-founder & CTO)

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

David Weisz

(Co-founder)

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

Uri Levine

(Co-founder & Chairman)

Founded Waze, Engie, Fibo, and Refundit. Is also Chairman of the Board at Zoomcar and Fairfly.

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