[Remote] Senior Analyst, Portfolio Strategy

Note: The job is a remote job and is open to candidates in USA. Forward Financing is a financial technology company focused on unlocking capital for small businesses across America. The Senior Analyst, Portfolio Strategy will provide analytical insights to support business growth, design and track pricing and credit strategies, assess portfolio risk, and collaborate with leadership and cross-functional teams on strategic initiatives.

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

Skills

• • 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
• • 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
• • consumer or small business credit and pricing experience

Benefits

• Annual Target Bonus: 10%
• Medical
• Dental
• Vision
• Commuter benefits
• A flexible time-off policy
• Paid parental leave
• 401k match for US employees
• Wellness reimbursement
• Volunteering days
• Annual professional development budget
• Charitable donation match
• Remote-first work environment with workplace flexibility
• Employees are welcome to work from one of our premiere office locations
• Virtual and in-person ways to get to know colleagues, celebrate team wins, and have fun together

Company Overview

Forward 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 Sponsorship

Forward 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.