Senior Analyst, Portfolio Strategy

Forward Financing
Boston, MA
Category Finance
Job Description
Forward Financing is a financial technology company based in Boston, Massachusetts. The company is on a mission to unlock 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.

Requirements

  • 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 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
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