Senior Analyst, Portfolio Strategy

Forward Financing•Boston, MA

6d•$150,000 - $175,000•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 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 Director of Portfolio Strategy. In this role, you will help to design and track various pricing and credit strategies. You will assist the company’s Portfolio Strategy department and members of the executive team to understand emerging trends, key drivers of business performance, and work closely with department leadership and other functions in the business including Sales, and the Underwriting Department.

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
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 (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools

Nice To Haves

Python programming skills
consumer or small business lending experience

Responsibilities

Collaborate with senior team members to 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.
Assess 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.