Senior Analyst, Portfolio Strategy

Position Overview

• Location Type: Remote
• Job Type: Full-Time
• Salary: Not Specified

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, dedicated to unlocking capital for small businesses across America. Recognized as a Best Place to Work and certified as a Great Place To Work®, Forward is committed to investing in its employees, technology, and customer experience.

As a Senior Analyst, Portfolio Strategy, you will provide valuable insights to drive business growth, working within a small team reporting to the Director of Portfolio Strategy. This role involves designing and tracking pricing and credit strategies, assisting the Portfolio Strategy department and executive team in understanding emerging trends and key business performance drivers, and collaborating with departments like Sales and Underwriting.

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 regarding the portfolio and pricing initiatives.
• Assess potential impacts of new strategies on the current portfolio.
• Continually monitor 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 bolster the company’s underwriting and analytics capabilities.

Requirements

• Intellectual curiosity and strong quantitative skills.
• 5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.).
• Familiarity with risk and pricing strategies is preferred.
• Self-starter with a 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 (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools.

Preferred Qualifications

• Python programming skills.
• Consumer or small business lending experience.

Forward Financing Core Values

• Drive the Mission: Believe in financial opportunity for underserved small businesses. Say “yes” when others say “no.”
• Keep It Real: Value direct communication, candid feedback, and authenticity. Be an open book.
• Act with Kindness: Create an environment where caring is cool and helping is the norm. Do the right thing.
• Shoot for Extraordinary: Be inspired by innovative thinking and continuous improvement. Never settle for yesterday’s best.

About Us

Forward Financing is a financial technology company based in Boston, Massachusetts, with an operational hub in Santiago, Dominican Republic. Its mission is to unlock the capital that fuels small businesses across America. Forward provides revenue-based financing, offering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. Through simplified requirements, a streamlined process, and advanced proprietary technology, Forward aims for approvals within hours and funding the same day. Since 2012, Forward has expanded access to capital by providing over $3.5 billion in funding to more than 71,000 small businesses.