Forward Financing
Senior Analyst, Portfolio Strategy
Remote - Ontario, Canada
Role brief
What this role is asking for.
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. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Workยฎ, Forward is investing in its employees, technology, and customer experience โ with long-term success in mind every step of the way. As Senior Analyst, Portfolio Strategy, you will play an important role providing valuable insight that can drive the growth of our business. You will work on a small team reporting to the Manager of Portfolio Strategy. In this role, you will help to design and track various pricing and credit strategies. You will assist the companyโs Portfolio Strategy department and members of the executive team to understand emerging trends, key drivers of business performance, and work closely with department leadership and other functions in the business including Sales, and the Underwriting Department. In this role you will: - 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 the portfolio and pricing initiatives. - Assess potential impacts of new strat...
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