[Remote] Senior Research Analyst, US Small Business Portfolio Strategy at Forward Financing

United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Strategic rigor of an equity research analyst
Economic forecasting skill of an economist
Experience with macroeconomic variables, industry trends, and regulatory changes
Proficiency in modern research tools (e.g., Bloomberg, AI-enabled platforms)
Ability to translate complex analytical findings into presentations and reports
Collaboration across different teams (Underwriting, Analytics, Finance, Strategy)

Responsibilities

Conduct in-depth research on macroeconomic variables, industry trends, and regulatory changes to predict their future impact on small businesses
Provide data-driven recommendations to Senior Leadership (SLT) on portfolio risk appetite
Partner with the Analytics team to define variables for developing forward-looking risk assessment models and scorecards
Develop and deliver a structured top-down view of portfolio exposure
Help design and maintain an internal G/Y/R framework to communicate risk status
Actively track industry news and emerging risks, providing timely updates to underwriting and risk teams
Translate complex analytical findings into presentations and reports for the SLT
Collaborate across the organization to embed economic and industry insights into credit policy, financial forecasting, and corporate strategy discussions

Skills

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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