Forward Financing is hiring a Manager, Portfolio Strategy (Lending) to drive growth by owning the health and strategy of a $1B+ portfolio. In this role, you will design and implement robust monitoring frameworks as an ‘early warning system’ and ‘performance gauge’ for the organization. You will be responsible for end-to-end analytics workflows, from defining success metrics to optimizing profitability and risk.
What You'll Do
- Develop and manage a team of analysts responsible for overseeing the overall portfolio management of the company.
- Own the design and implementation of robust monitoring frameworks to track the health of a Billion $+ portfolio.
- Monitor performance metrics continuously to detect anomalies in portfolio health and socialize findings across the organization.
- Own the development and maintenance of reporting dashboards using Tableau and SQL to visualize portfolio trends.
- Assess the actual impact of new strategies (including A/B testing) on the current portfolio against initial expectations.
- Generate data-driven insights and hypotheses to suggest improvements to existing acquisition, credit and pricing strategies.
- Present findings to influence stakeholders and senior management regarding necessary adjustments to pricing or credit policy.
- Analyze industry market trends to ensure the company remains competitive and agile in its portfolio strategy.
What We're Looking For
- 6+ years of experience in an analytically driven role (finance, analytics, consulting, etc.).
- Strong hands-on experience managing credit risk or pricing strategies required.
- 2+ years of experience managing a team.
- Intellectual curiosity and strong quantitative skills.
- 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, PowerPoint, and related tools.
Nice to Have
- Python programming skills.
- Consumer or small business lending experience.
Technical Stack
- SQL
- Tableau
- Microsoft Excel
- Microsoft PowerPoint
- Python
Team & Environment
This role reports to the Director of Portfolio Strategy.
Benefits & Compensation
- Medical, dental, vision insurance.
- 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.
Work Mode
This is a remote-first position open to candidates in the United States, Dominican Republic, and Canada.
Forward Financing is proud to be an equal opportunity employer, committed to fostering a fair and inclusive culture.
