Data Operator - Entry Level Position

Posted 21 Days Ago
Be an Early Applicant
Herzliya
1-3 Years Experience
Fintech • Software • Financial Services
At Pontera, we aspire to be the bridge to a better retirement.
The Role
Responsible for managing data, gathering insights, and connecting the dots in a fast-growing fintech company. Opportunity for growth and real-time gratification. Shift work required with evening shifts. Must have excellent English communication skills and be proficient in Microsoft Excel.
Summary Generated by Built In

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.



You will be responsible for managing data, gathering insights, and connecting the dots (Back office role).
This is an ENTRY-LEVEL role that doesn't require a degree or prior experience!

You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.

 

RESPONSIBILITIES

  • Gathering and analyzing data.
  • Finding patterns and trends in the analyzed data.
  • Working Mon-Fri, morning shift 9:00-18:00, evening shift 14:00-23:00, night shift every 3-4 weeks.

REQUIREMENTS

  • Availability for 2 years of full-time job that includes evening shifts at least twice a week.
  • Excellent English communication skills – a must.
  • Proficiency with Microsoft Excel - an advantage.
  • Outstanding team player and collaborator.
  • Self-motivated and a self-learner.
  • Exceptional attention to detail and strong analytical thinking.
  • A "can do” approach.
  • Ability to thrive in a fast-paced and dynamic work environment.


WHAT WE OFFER

  • 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 Thurs/Fri)



Top Skills

Excel

What the Team is Saying

 Liran Maimon Adini
Jack
Kelly
The Company
HQ: New York City, NY
200 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.

At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.

Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.

Why Work With Us

We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.

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Pontera Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!

Typical time on-site: 3 days a week
HQNew York, NY
Poland
Herzliya, Israel
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