
Senior Analyst, Portfolio Strategy – Lending
Forward Financing
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $135,000 - $170,000 per year
Job Level
About the role
- 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.
Requirements
- 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 in SQL, Tableau (or similar)
- Advanced skills with Microsoft Excel (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools
- Preferred: Python programming skills
- Preferred: 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLTableauMicrosoft ExcelPythondata analysisportfolio managementrisk assessmentpricing strategiesdata modelinganalytics
Soft Skills
attention to detailself-starterrelationship buildingcollaborationstrategic thinkingcommunicationinitiativeproblem-solvingrecommendation developmentperformance monitoring