Forward Financing · 2 days ago
Manager, Portfolio Strategy (Lending)
United States
Full-time
Remote
Senior Level
$170K/yr - $200K/yr
6+ years expForward Financing is a financial technology company based in Boston, Massachusetts, focused on unlocking capital for small businesses across America. The Manager, Portfolio Strategy will be responsible for overseeing the health and strategy of a billion-dollar portfolio, implementing monitoring frameworks, and driving data-driven insights to optimize profitability and risk.
FinanceFinancial ServicesFinTech
Responsibilities
Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company
Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio
Monitor performance metrics continuously to detect anomalies in portfolio health and socialize these findings across the organization
Own the development and maintenance of reporting dashboards using Tableau and SQL to visualize portfolio trends, ensuring data requirements are met for accurate tracking
Assess the actual impact of new strategies (including A/B testing) on the current portfolio against initial expectations, specifically focusing on recently implemented pricing and risk initiatives
Generate data-driven insights and hypotheses to suggest improvements to existing acquisition, credit and pricing strategies
Present findings in a clear and concise manner to influence stakeholders and senior management regarding necessary adjustments to pricing or credit policy
Analyze industry market trends to ensure Forward Financing remains competitive and agile in its portfolio strategy
Qualification
Required
6+ years of experience in an analytically driven role (finance, analytics, consulting, etc.). Strong hands-on experience managing credit risk or pricing strategies required
2+ years of experience managing a team
Intellectual curiosity and strong quantitative skills
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 in SQL, Tableau (or similar)
Advanced skills with Microsoft Excel, PowerPoint, and related tools
Preferred
Python programming skills
consumer or small business lending experience
Benefits
Medical
Dental
Vision
Commuter benefits
Flexible time-off policy
Paid parental leave
401k match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
501-1000 employees
H1B Sponsorship
Forward Financing has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Jason Mullins
President & Chief Executive Officer
Justin Bakes
Co-founder & Executive Chairman
Recent News
Company data provided by crunchbase