Senior Analyst, Portfolio Strategy (Lending)

Forward Financing is a financial technology company focused on unlocking the capital that fuels small businesses across America. 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, helping to design and track various pricing and credit strategies. In this role you will assist the 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 Underwriting. 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 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. Required Skills and Experience: 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/skills in analytical and modeling techniques such as Decision Tree, regression, AB testing. Preferred: consumer or small business credit and pricing experience. Compensation: Annual Targeted Salary: $135,000 – $170,000 CAD Annual Target Bonus: 10% We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team, based on market benchmarks and performance. Total Rewards: We offer a comprehensive total rewards package, including medical, dental, vision, a flexible time‑off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, an annual professional development budget, and a charitable donation match. Equal Opportunity Employment Information Forward Financing ensures equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. We welcome and encourage applications from people with disabilities and provide accommodations as needed. #J-18808-Ljbffr Forward Financing