[Remote] Senior Analyst, Portfolio Strategy (Lending)

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Forward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. As a Senior Analyst in Portfolio Strategy, you will provide valuable insights to drive business growth, design and track pricing and credit strategies, and collaborate with various departments to understand emerging trends and business performance.ResponsibilitiesCollaborate with senior team members to assess and manage portfolio risk, ensuring alignment with organizational risk toleranceProvide reporting and analysis of pricing and profitability to senior management on the portfolio and pricing initiativesAssess potential impacts of new strategies on the current portfolioContinually monitor the performance data models and offer recommendations on policy changes related to data modelsEngage in exploratory initiatives to identify and develop new business strategiesWork closely with senior team members to implement and execute strategic initiativesIdentify and assess new data sources to help bolster the company’s underwriting and analytics’ capabilitiesSkillsIntellectual curiosity and strong quantitative skills5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.)Self-starter with drive to outperform and attention to detailAbility to build long-lasting relationships with key contacts at all levels of the organizationProficient skills in Excel, SQL, Tableau, and PythonKnowledge/skills in analytical and modeling techniques such as Decision Tree, regression, AB testingFamiliarity with risk and pricing strategies preferredPreferred: consumer or small business credit and pricing experienceBenefitsAnnual Target Bonus: 10%MedicalDentalVisionCommuter benefitsA flexible time-off policyPaid parental leave401k match for US employeesWellness reimbursementVolunteering daysAnnual professional development budgetCharitable donation matchRemote-first companyEmployees are welcome to work from one of our premiere office locationsCompany OverviewForward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide. It was founded in 2012, and is headquartered in Boston, Massachusetts, USA, with a workforce of 501-1000 employees. Its website is https://www.forwardfinancing.com/.Company H1B SponsorshipForward Financing has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2023, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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