Senior Analyst, Portfolio Strategy

Forward Financing; Canada; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Flexible time-off policy

Paid parental leave

401(k) match

Wellness reimbursement

Volunteering days

Annual professional development budget

Charitable donation match

Job summary

A financial technology company is seeking a Senior Analyst for Portfolio Strategy in Canada. The role involves collaborating on portfolio risk management, providing insights on pricing and profitability, and assessing impacts of new strategies. Candidates should have over 5 years in an analytically driven role, be skilled in SQL and Tableau, and possess strong quantitative abilities. A comprehensive benefits package is offered, including medical and flexible time-off policies.

Qualifications

• Intellectual curiosity and strong quantitative skills.
• 5+ years of experience in an analytically driven role.
• Familiarity with risk and pricing strategies preferred.
• Self-starter with attention to detail.

Responsibilities

• Collaborate with team to assess and manage portfolio risk.
• Provide reporting and analysis of pricing and profitability.
• Assess potential impacts of new strategies on the portfolio.
• Monitor performance data models and offer recommendations.

Skills

Intellectual curiosity

Strong quantitative skills

5+ years of experience in an analytically driven role

Risk and pricing strategies

Proficient in SQL

Proficient in Tableau

Advanced Microsoft Excel skills

Python programming skills

Consumer or small-business lending experience

Job description

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.

Senior Analyst, Portfolio Strategy

You will play an important role providing valuable insight that can drive the growth of our business. In this small, closely‑collaborated team you will work with the Manager of Portfolio Strategy, supporting executive partners, Sales, and Underwriting to understand emerging trends, key drivers of performance, and to design and track pricing and credit strategies.

In This Role You Will

• 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 portfolio and pricing initiatives.
• Assess potential impacts of new strategies on the current portfolio.
• Continually monitor performance data models and offer recommendations on policy changes related to those 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 bolster the company’s underwriting and analytics capabilities.

Required Skills And Experience

• 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 and Tableau (or similar).
• Advanced skills with Microsoft Excel (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools.
• Preferred: Python programming skills.
• Preferred: consumer or small‑business lending experience.

Total Rewards

We offer a comprehensive total‑rewards package, including medical, dental, vision, commuter benefits, a flexible time‑off policy, paid parental leave, 401(k) match for U.S. employees, wellness reimbursement, volunteering days, an annual professional development budget, and a charitable donation match.

Core Values

• Drive the Mission – We believe in financial opportunity for underserved small businesses and say “yes” when others say no.
• Keep It Real – We value direct communication, candid feedback, and authenticity.
• Act with Kindness – We create an environment where caring is cool and helping is the norm.
• Shoot for Extraordinary – We are inspired by innovative thinking and continuous improvement.

About Us

Forward Financing is a fintech company that has been unlocking capital for small businesses since 2012. By simplifying requirements, streamlining the process, and using advanced proprietary technology, we can often deliver approvals within hours and funds the same day, allowing businesses to thrive.

Equal Opportunity Employment Information

Forward Financing is an equal‑opportunity employer and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience.