Senior Analyst, Portfolio Strategy

Forward Financing
Alberta
Workplace: RemoteFull timeFunction: Strategy & Corporate DevelopmentExperience: 5+ yearsSkills: ["Communication","Relationship building","Attention to detail","Driven","Problem-solving"]

Join a remote-first fintech analytics team as a Senior Analyst in Portfolio Strategy to design and track pricing and credit strategies, assess portfolio risk, and inform executive decisions. You will collaborate with Sales and Underwriting, analyze performance data, develop data-driven insights, and identify new data sources to enhance underwriting and analytics capabilities, leveraging SQL, Tableau, and Excel with Python as a plus.

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FursaFursa
Forward Financing
Forward Financing
8 months ago

Senior Analyst, Portfolio Strategy

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Last checked: 5 hours agoStatus: Live

Job Summary

Join a remote-first fintech analytics team as a Senior Analyst in Portfolio Strategy to design and track pricing and credit strategies, assess portfolio risk, and inform executive decisions. You will collaborate with Sales and Underwriting, analyze performance data, develop data-driven insights, and identify new data sources to enhance underwriting and analytics capabilities, leveraging SQL, Tableau, and Excel with Python as a plus.
Location: Alberta
Workplace: Remote
Employment Type: Full time
Job Function: Strategy & Corporate Development

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 bolster the company’s underwriting and analytics capabilities.

Pay and Benefits

Perks:MedicalDentalVision401kRemote WorkLearning BudgetParential LeaveWellness Stipend

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.
  • •Intellectual curiosity and strong quantitative skills.
  • •Preferred: Python programming skills
Experience:5+ yearsFintechLendingFinanceAnalytics
Skills:CommunicationRelationship buildingAttention to detailDrivenProblem-solving
Tech Stack:SQLTableauExcelPowerPointPython

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
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