Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts$1. .$1
Personal Finance • Held Away Accounts • Retirement Assets • Advisor Tools • Advisor Tech stack
August 9
🏢 In-office - Manhattan
Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts$1. .$1
Personal Finance • Held Away Accounts • Retirement Assets • Advisor Tools • Advisor Tech stack
• Pontera is seeking a Senior Business Analyst for our Analytics & Insights team. • Strong SQL and data visualization skills - using Tableau or a similar software - are a must. • This role will have a strong impact on the overall business.
• 5+ years working experience as a business analyst or in a similar role • Experience working directly with stakeholders • Advanced data visualization experience, preferably using Tableau • Experience managing projects across multiple teams • Experience with Salesforce CRM a huge plus • Bachelor's Degree
• Compensation: $110,000 to $120,000 annually • 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 • Equity: All new hires are eligible for equity grant participation • Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options • Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor • Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!) • Food Perks: Fully stocked kitchen & lunch reimbursement program • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO days
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