Forward Financing

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