Senior Analyst, Portfolio Strategy (Lending) jobs in United States
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Forward Financing · 2 weeks ago

Senior Analyst, Portfolio Strategy (Lending)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$150K/yr - $175K/yr
date5+ years exp

Forward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. As a Senior Analyst in Portfolio Strategy, you will provide insights to drive business growth and help design and track pricing and credit strategies while collaborating closely with various departments.

FinanceFinancial ServicesFinTech
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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 strategies on the current portfolio
Continually monitor the 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

Qualification

Quantitative skillsSQLTableauMicrosoft ExcelRisk strategiesPricing strategiesPythonLending experienceSelf-starterRelationship building

Required

Intellectual curiosity and strong quantitative skills
5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.)
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 (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools

Preferred

Familiarity with risk and pricing strategies preferred
Python programming skills
consumer or small business lending experience

Benefits

Medical
Dental
Vision
Commuter benefits
A 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

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Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
dateFounded in 2012
location
Boston, Massachusetts, USA
people-size501-1000 employees
web-link
https://www.forwardfinancing.com/

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 Stage
Total Funding
$540M
2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M

Leadership Team

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Jason Mullins
President & Chief Executive Officer
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Justin Bakes
Co-founder & Executive Chairman
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Recent News

PR Newswire
Forward Financing Announces Inaugural $170 Million Asset-Backed Securitization to Support Small Businesses Nationwide
2025-12-11
Built In
Forward Financing Hires Chief Marketing and Customer Officer
2025-10-16
Built In
Forward Financing Appoints New Chief Revenue Officer
2025-07-12
Company data provided by crunchbase