Manager, Portfolio Strategy

Forward Financing•Boston, MA

20d•$170,000 - $215,000•Remote

About The Position

Forward Financing is a financial technology 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. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way. As the Manager, Portfolio Strategy, you will play a critical role in driving the growth of our business by owning the health and strategy of our Billion $+ portfolio. Reporting to the Director of Portfolio Strategy, you will move beyond general analysis to design and implement robust monitoring frameworks that serve as the "early warning system" and "performance gauge" for the organization. You will be responsible for end-to-end analytics workflows: defining success metrics, assessing the efficacy of recently implemented strategies, and proactively suggesting improvements to optimize profitability and risk.

Requirements

6+ years of experience in an analytically driven role (finance, analytics, consulting, etc.). Strong hands-on experience managing credit risk or pricing strategies required.
2+ years of experience managing a team.
Intellectual curiosity and strong quantitative skills
Self-starter with drive to outperform and attention to detail
Ability to build long-lasting relationships with key contacts at all levels of the organization
Proficient in SQL, Tableau (or similar)
Advanced skills with Microsoft Excel, PowerPoint, and related tools.

Nice To Haves

Python programming skills
consumer or small business lending experience

Responsibilities

Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company.
Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio.
Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization.
Own the development and maintenance of reporting dashboards using Tableau and SQL to visualize portfolio trends, ensuring data requirements are met for accurate tracking
Assess the actual impact of new strategies (including A/B testing) on the current portfolio against initial expectations, specifically focusing on recently implemented pricing and risk initiatives.
Generate data-driven insights and hypotheses to suggest improvements to existing acquisition, credit and pricing strategies.
Present findings in a clear and concise manner to influence stakeholders and senior management regarding necessary adjustments to pricing or credit policy.
Analyze industry market trends to ensure Forward Financing remains competitive and agile in its portfolio strategy.