Senior Portfolio Strategy Analyst - Lending Growth

Forward Financing; United States; On-site; USD 135,000 - 170,000; Full time

Job summary

Forward Financing is seeking a Senior Analyst for Portfolio Strategy in the United States. This role involves collaborating with senior management to provide insights on portfolio risk and pricing strategies. Candidates should have strong quantitative skills, over 5 years in an analytics role, and proficiency in SQL and Tableau. The annual salary ranges from $135,000 to $170,000, with a target bonus of 10%. Join a company committed to fair compensation and performance-driven growth.

Qualifications

• Strong quantitative skills with a minimum of 5 years in an analytically driven role.
• Experience in risk and pricing strategies is preferred.
• Proficiency in SQL and data analytics tools like Tableau.

Responsibilities

• Collaborate to assess and manage portfolio risk.
• Provide analysis of pricing and profitability.
• Monitor performance data models for policy recommendations.
• Engage in new business strategy initiatives.

Skills

Intellectual curiosity and strong quantitative skills

5+ years of experience in an analytically driven role

Familiarity with risk and pricing strategies

Self-starter with drive to outperform

Ability to build relationships

Proficient in SQL, Tableau

Advanced skills with Microsoft Excel

Python programming skills

Consumer or small business lending experience

Tools

SQL

Tableau

Microsoft Excel

PowerPoint

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. 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 Manager 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.

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 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.
  
  

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, 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
  
  

Compensation

Annual Targeted Salary: $135,000-170,000 USD

Annual Target Bonus: 10%

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. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.