Senior Analyst, Portfolio Strategy

Forward Financing
Boston
Workplace: RemoteFull timeUSD 150,000 - 175,000 annuallyFunction: Strategy & Corporate DevelopmentExperience: 5+ yearsSkills: ["Intellectual curiosity","Attention to detail","Relationship-building","Self-motivation","Communication"]

Senior Analyst, Portfolio Strategy supports pricing and credit initiatives by analyzing portfolio risk, pricing profitability, and data-driven policy changes. You’ll collaborate with senior teams, monitor data models, evaluate new strategies, and identify data sources to strengthen underwriting and analytics, contributing to strategic initiatives in a remote-first fintech environment.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Forward Financing
Forward Financing
8 months ago

Senior Analyst, Portfolio Strategy

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Senior Analyst, Portfolio Strategy supports pricing and credit initiatives by analyzing portfolio risk, pricing profitability, and data-driven policy changes. You’ll collaborate with senior teams, monitor data models, evaluate new strategies, and identify data sources to strengthen underwriting and analytics, contributing to strategic initiatives in a remote-first fintech environment.
Location: Boston
Workplace: Remote
Employment Type: Full time
Job Function: Strategy & Corporate Development
Seniority: Sr. Manager level

Key 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.
  • •Identify and assess new data sources to help bolster the company’s underwriting and analytics’ capabilities.

Pay and Benefits

Salary: USD 150,000 - 175,000 annually
Perks:MedicalDentalVision401kWellness StipendVolunteering DaysDonations Match

Key Requirements

  • •5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.).
  • •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.
Experience:5+ yearsFinanceAnalyticsCredit pricingLending
Skills:Intellectual curiosityAttention to detailRelationship-buildingSelf-motivationCommunication
Tech Stack:SQLTableauPythonExcelPowerPoint

Company Brief

Forward Financing
Forward Financing is a Boston-based fintech lender that provides fast, flexible revenue-based working capital to small businesses nationwide, using proprietary underwriting and capital markets facilities to deliver timely funding solutions.
Industry: Lending
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Funding: Private Equity Backed
Headquarters: Boston, United States
Founded: 2012
Glassdoor
Glassdoor: 4.7
WebsiteLinkedInGlassdoor