Senior Analyst, Portfolio Strategy

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

Analytical role in a fintech lending environment focused on pricing and credit strategy. You’ll design and track pricing/credit models, analyze portfolio risk, report to senior leadership, explore new data sources, and collaborate with Sales and Underwriting to inform strategic initiatives.

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FursaFursa
Forward Financing
Forward Financing
8 months ago

Senior Analyst, Portfolio Strategy

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

Job Summary

Analytical role in a fintech lending environment focused on pricing and credit strategy. You’ll design and track pricing/credit models, analyze portfolio risk, report to senior leadership, explore new data sources, and collaborate with Sales and Underwriting to inform strategic initiatives.
Location: Ontario
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.
  • •Engage in exploratory initiatives to identify and develop new business strategies.

Pay and Benefits

Perks:MedicalDentalVisionCommuter Benefits401kLearning BudgetVolunteering DaysParental LeaveWellness StipendDonation 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+ yearsFinanceAnalyticsLending
Skills:Intellectual curiosityRelationship buildingProblem-solvingAttention to detailCommunication
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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Glassdoor: 4.7
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