Entry-level Financial Operator

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.

Pontera is seeking an exceptional Entry-Level Financial Operator to join our growing team. In this role, you'll be responsible for analyzing large datasets, uncovering patterns and insights, and driving operational excellence. You'll also contribute to improving automation and streamlining processes to boost efficiency and accuracy across the organization.

This is a unique entry point into the FinTech space - no prior experience required. We provide comprehensive training, ongoing support, and dedicated mentorship to help you grow quickly in your role. You'll gain hands-on experience in a fast-paced environment where your work will be visible, meaningful, and impactful.

If you're detail-oriented, analytically curious, and have the ability to connect the dots between granular data and big-picture strategies—we’d love to hear from you!

Responsibilities

• Conduct financial and operational research to support strategic decision-making
• Analyze and interpret datasets to uncover trends and actionable insights
• Identify opportunities to optimize processes and improve automation
• Ensure accuracy, consistency, and high standards in operational outputs
• Collaborate with cross-functional teams, including R&D, to enhance workflows
• Clearly document findings and effectively communicate insights to stakeholders
  
  

• Bachelor's degree (Economics, Industrial Engineering, or similar) – Required
• Entry-level – No prior experience required
• Exceptional attention to detail and strong analytical thinking
• Fluent English communication skills – A must
• Proficient in SQL - Advantage
• Strong analytical thinking and problem-solving abilities
• Impeccable attention to detail and a high standard of accuracy
• Ability to zoom in on specifics while keeping the broader context in mind
• Excellent team player and collaborator
  
  

• 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 Sun/Thurs/Fri)