Senior Analyst, Portfolio Strategy

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America.

Senior Analyst, Portfolio Strategy – You will work on a small team reporting to the Manager of Portfolio Strategy. In this role you will design and track pricing and credit strategies, collaborate with executive leadership to understand emerging trends, and work closely with Sales and Underwriting teams.

• 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 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 help bolster the company’s underwriting and analytics capabilities.

• 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 preferred.
• 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 skills in Excel, SQL, Tableau, and Python.
• Knowledge of analytical and modeling techniques such as Decision Tree, regression, AB testing.
• Preferred: consumer or small business credit and pricing experience.

At Forward Financing, we take a market‑based approach to pay and regularly review benchmark data to ensure our compensation remains competitive, equitable, and aligned with our culture. Final offers are determined by a variety of factors, including the candidate’s qualifications, relevant experience, specific skills, and internal equity. Your recruiter will provide specific details on the expected base and variable earnings for this role.

• Medical, dental, and vision coverage.
• Commuter benefits.
• Flexible time‑off policy.
• Paid parental leave.
• 401(k) match for U.S. employees.
• Wellness reimbursement.
• Volunteering days.
• Annual professional development budget.
• Charitable donation match.

Forward Financing is proud to be an equal opportunity employer, committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. We strive to reduce biases and ensure the right people are in the right jobs to contribute to our mission.