Strategic Portfolio Analysis & Pricing Leader

Forward Financing; Boston (MA); 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. 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 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
  
  

Compensation

Annual Targeted Salary: $135,000 – $170,000 CAD

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. This position is to fill an existing vacancy.

Total Rewards

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, a flexible time-off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

Our Culture: The Forward Compass

The Forward Compass is the standard we hold for ourselves and one another—guiding how we lead, collaborate, and show up every day to move in the same direction.

• Back the Builders: We are wired to fuel customer progress, not just provide support.
• Rooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.
• Flying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.
• Always Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.
  
  

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.

Equal Opportunity Employment Information

It is the policy of Forward Financing to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. We welcome and encourage applications from people with disabilities. Please let us know should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, we use AI tools to assist with candidate screening and assessment.