Senior Data Analyst, Pontera
$150-180k
+ Equity
More information about location
3 days a week in office (Empire State Building, NY)
Wealth management for held-away accounts
Be an early applicant
Wealth management for held-away accounts
201-500 employees
Be an early applicant
$150-180k
+ Equity
More information about location
3 days a week in office (Empire State Building, NY)
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.
Role
Who you are
- Experience: 5+ years of experience in a data analytics role in the tech industry, with a proven track record of driving business impact
- Technical Skills: Proficiency in SQL and experience with data visualization tools (e.g., Tableau, Power BI, Looker)
- Analytical Expertise: Strong analytical and problem-solving skills, with the ability to interpret complex data and translate it into actionable insights
- Business Acumen: Experience working in FinTech, SaaS, or a high-growth startup environment is a plus
- Communication: Excellent written and verbal communication skills, with the ability to effectively present findings to both technical and non-technical audiences
- Collaboration: Strong interpersonal skills and the ability to work collaboratively across teams and levels of seniority
Desirable
- Experience working with GTM teams, with an emphasis of Sales and CS
- Familiarity with Python, R, or similar scripting languages is a plus
- Specific Tableau experience
What the job involves
- We are seeking a highly skilled Senior Data Analyst to join our growing team
- As a Senior Data Analyst, you will play a pivotal role in driving data-driven decision-making across the organization
- You will work closely with cross-functional teams to uncover insights, optimize business processes, and support strategic initiatives
- This role offers the opportunity to make a significant impact in a fast-paced, high-growth environment while working on meaningful challenges that directly impact our mission
- At Pontera, we leverage a modern data stack that includes Snowflake, DBT, and Tableau to enable seamless data analysis and visualization
- Collaborate with stakeholders across teams (e.g., Product, Sales, Marketing) to identify analytical needs and deliver actionable insights
- Perform deep-dive analyses on complex datasets to uncover trends, identify opportunities, and solve business problems
- Develop, implement, and maintain dashboards and reports to track key performance indicators (KPIs) and measure business outcomes
- Support decision-making by providing clear, concise, and impactful data presentations to leadership and other stakeholders
- Partner with Data Engineering to ensure the accuracy, reliability, and scalability of data pipelines and reporting tools
- Proactively identify areas for improvement in processes, tools, and data quality, and recommend solutions
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
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
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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