Senior Analyst, Portfolio Strategy

About the role

As Senior Analyst, Portfolio Strategy, you will play an important role providing valuable insight that can drive the growth of our business. You will work on a small team reporting to the Manager of Portfolio Strategy.

Responsibilities

• Assess and manage portfolio risk, ensuring alignment with organizational risk tolerance.
• Provide reporting and analysis of pricing and profitability to senior management on the portfolio and pricing initiatives.
• Audit potential impacts of new strategies on the current portfolio.
• Continually monitor the performance data models and offer recommendations on policy changes related to data models.
• Engage in exploratory initiatives to identify and develop new business strategies.
• Work closely with senior team members to implement and execute strategic initiatives.
• Identify and assess new data sources to help bolster the company’s underwriting and analytics’ capabilities.

Requirements

• Intellectual curiosity and strong quantitative skills
• 5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.)
• Familiarity with risk and pricing strategies preferred
• Self-starter with drive to outperform and attention to detail
• Proficient skills in Excel, SQL, Tableau, and Python
• Knowledge/skills in analytical and modeling techniques such as Decision Tree, regression, AB testing
• PREFERRED: consumer or small business credit and pricing experience

Qualifications

• Master’s degree in Finance, Economics, Statistics, Data Science, or a related field
• Experience with financial modeling and analysis
• Strong understanding of credit risk management
• Excellent communication and interpersonal skills

Skills

• Excel
• SQL
• Tableau
• Python
• Decision Tree
• Regression
• AB Testing

Benefits

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture. Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable.

Pay

Annual Targeted Salary: $135,000-170,000 USD
Annual Target Bonus: 10%

Schedule

Remote-first

Total Rewards

• Medical
• Dental
• Vision
• Commuter benefits
• A flexible time-off policy
• Paid parental leave
• 401k match for US employees
• Wellness reimbursement
• Volunteering days
• An annual professional development budget
• Charitable donation match

About Us

Forward Financing is a fintech company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most. Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

California Employee Privacy Policy

Forward Financing is committed to protecting the privacy of our employees and candidates. We comply with all applicable laws and regulations regarding employee privacy, including those in California. For more information, please refer to our California Employee Privacy Policy.