Remote (Global) Full-time

Forward Financing is hiring a Manager, Portfolio Strategy (Lending)

About the Role

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.

Required Skills
SQLTableauPythonMicrosoft ExcelData AnalysisFinancial ModelingPortfolio ManagementData VisualizationMicrosoft PowerPointStatisticsBusiness IntelligenceRisk AnalysisStrategic Planning
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About company
Forward Financing

Forward Financing is a financial technology company on a mission to unlock the capital that fuels small businesses across America. It provides fast, flexible funding to underserved small businesses, having delivered over $4.5 billion in funding to more than 87,000 small businesses since 2012.

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Posted 2 months ago