As Senior Analyst, Portfolio Strategy, you will play an important role providing valuable insight that can drive the growth of our business. You will work on a small team reporting to the Manager of Portfolio Strategy. In this role, you will help to design and track various pricing and credit strategies. You will assist the company's Portfolio Strategy department and members of the executive team to understand emerging trends, key drivers of business performance, and work closely with department leadership and other functions in the business including Sales, and the Underwriting Department.

In this role you will:

• 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.

Required Skills and Experience:

• 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

Compensation:

Annual Targeted Salary: $135,000 - $170,000 CAD

Annual Target Bonus: 10%

Total Rewards:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, a flexible time-off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. 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.

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