Senior Analyst, Portfolio Strategy (Lending)

📋 Description

• • As a Senior Analyst, Portfolio Strategy at Forward Financing, you will provide critical insights that drive business growth by analyzing pricing, credit strategies, and portfolio performance to support data-informed decision-making across the organization.
• • You will collaborate with senior team members to assess and manage portfolio risk, monitor data models, evaluate new strategies, and identify emerging trends to strengthen underwriting and analytics capabilities.
• • You will work closely with the Manager of Portfolio Strategy and cross-functional teams including Sales and Underwriting to deliver reporting and analysis on pricing and profitability to senior leadership.
• • Forward Financing is a mission-driven fintech company headquartered in Boston with a remote-first culture, recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, dedicated to expanding access to capital for small businesses across America.
• • In this role, you will deepen your expertise in financial analytics, risk modeling, and strategic planning while contributing to high-impact initiatives that shape the company’s lending portfolio and long-term success.