Senior Analyst, Portfolio Strategy

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Financial ServicesIndustries

Requirements

Candidates must possess intellectual curiosity and strong quantitative skills, with at least 5 years of experience in an analytically driven role such as finance, analytics, or consulting. Familiarity with risk and pricing strategies is preferred. The role requires a self-starter with a drive to outperform and attention to detail, along with the ability to build long-lasting relationships at all organizational levels. Proficiency in SQL, Tableau (or similar), and advanced Microsoft Excel skills (pivot tables, VLOOKUP, nested IF statements) are essential. Preferred qualifications include Python programming skills and experience in consumer or small business lending.

Responsibilities

The Senior Analyst, Portfolio Strategy will assess and manage portfolio risk in collaboration with senior team members, ensuring alignment with organizational risk tolerance. They will provide reporting and analysis of pricing and profitability to senior management regarding the portfolio and pricing initiatives. Responsibilities include assessing potential impacts of new strategies on the current portfolio, continually monitoring performance data models, and offering recommendations on policy changes related to data models. The role also involves engaging in exploratory initiatives to identify and develop new business strategies and working closely with senior team members to implement and execute strategic initiatives. Additionally, they will identify and assess new data sources to enhance the company’s underwriting and analytics capabilities.

Skills

Portfolio Risk Management

Pricing Strategy

Credit Strategy

Data Analysis

Performance Monitoring

Business Strategy Development

Data Modeling

Underwriting

Quantitative Skills

Intellectual Curiosity

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.

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