Senior Analyst, Portfolio Strategy

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...