Senior Analyst, Portfolio Strategy (Lending)

About the Team

Forward Financing is a financial technology company based in Boston, Massachusetts, with team members throughout the United States, the Dominican Republic, and Canada. Our mission is to unlock the capital that fuels small businesses across America. Since 2012, we have expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide.

We are recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®. Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive. We are an A+ rated company by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com.

About the Role

As a Senior Analyst, Portfolio Strategy, you will play an important role providing valuable insight that drives 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 position, you will assist the Portfolio Strategy department and executive team members in understanding emerging trends and key drivers of business performance. You will work closely with department leadership and other functions, including Sales and the Underwriting Department, to assess potential impacts of new strategies on the current portfolio. Your work will ensure alignment with organizational risk tolerance while identifying and developing new business strategies through exploratory initiatives.

Our Culture and Values

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.

Our culture is built on four core values:

• Drive the Mission: We believe in financial opportunity for underserved small businesses. We say "yes" when others say "no."
• Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.
• Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.
• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday's best.

When we aren't collaborating to drive business and support our customers, we find virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

Equal Opportunity

Forward Financing is proud to be an equal opportunity employer, committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.