[Remote] Manager, Portfolio Strategy at Forward Financing

United States

Apply Now

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

6+ years of experience in an analytically driven role (finance, analytics, consulting, etc.)
Strong hands-on experience managing credit risk or pricing strategies
2+ years of experience managing a team
Intellectual curiosity and strong quantitative skills
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 in SQL, Tableau (or similar)
Advanced skills with Microsoft Excel, PowerPoint, and related tools
Python programming skills (preferred)
Consumer or small business lending experience (preferred)

Responsibilities

Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company
Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio
Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization
Own the development and maintenance of reporting dashboards using Tableau and SQL to visualize portfolio trends
Assess the actual impact of new strategies (including A/B testing) on the current portfolio against initial expectations
Generate data-driven insights and hypotheses to suggest improvements to existing acquisition, credit, and pricing strategies
Present findings in a clear and concise manner to influence stakeholders and senior management regarding necessary adjustments to pricing or credit policy
Analyze industry market trends to ensure Forward Financing remains competitive and agile in its portfolio strategy

Forward Financing

Provides fast funding solutions for small businesses

About Forward Financing

Forward Financing offers fast and flexible funding solutions to small businesses in the United States, focusing on those who may not qualify for traditional bank loans. Their main product is a merchant cash advance, which provides a lump sum of cash in exchange for a percentage of future sales, allowing for quick funding often within 24 hours. Unlike traditional lenders, Forward Financing operates in the alternative lending space, providing a more accessible application process, though at higher fees due to the increased risk. The company's goal is to support small business growth by offering reliable funding while adhering to high ethical standards.

Boston, MassachusettsHeadquarters

2012Year Founded

$365MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Wellness Program

Professional Development Budget

Flexible Work Hours

Remote Work Options

Risks

New fintech startups in Boston may challenge Forward Financing's market share.

CEO Jason Mullins' strategic shifts could disrupt operations or alienate clients.

Expansion of $450 million credit facility may increase financial risk if not managed well.

Differentiation

Forward Financing offers fast, flexible funding with approvals within minutes.

The company has provided over $1.9 billion to 45,000 small businesses since 2012.

Forward Financing is A+ rated by the Better Business Bureau and has a 4.9-star Trustpilot rating.

Upsides

Increased demand for alternative lending boosts Forward Financing's market potential.

AI and machine learning enhance Forward Financing's risk assessment and underwriting processes.

Digital-first financial services trend aligns with Forward Financing's online application model.

Land your dream remote job 3x faster with AI

Try Jobo Free