Senior Business Analyst, Pontera
$120-135k
+ Equity
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
Job no longer available
$120-135k
+ Equity
More information about location
3+ days a week in office
201-500 employees
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.
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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.
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
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
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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