Marathon Asset Management

Senior Vice President– Financial Planning, Analysis & Budgeting

Marathon Asset Management  •  $125k - $200k/yr  •  New York City, NY (Onsite)  •  3 months ago
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Job Description

The role will be responsible for driving and optimizing all aspects of financial planning, forecasting, budgeting, and performance analysis across the firm’s corporate operations. This highly visible role partners with senior leadership, including the CFO, portfolio managers, and functional teams to deliver actionable insights and ensure disciplined financial management in a fast-paced fund management environment.

Marathon Asset Management LP was formed in 1998 to seek attractive absolute returns through investments in the global credit markets, with the long-term goal of building a world-class asset management platform. With approximately $24 billion in assets under management, Marathon’s core competency is opportunistic investing in the global corporate, emerging market and structured credit markets based on fundamental, bottom-up research across distinct investment funds, managed vehicles, and separate accounts. Marathon’s team is fully integrated to capitalize on credit opportunities globally.

Responsibilities

  • Lead the annual budgeting and quarterly forecasting processes for multiple fund structures and the management company.
  • Develop, maintain, and improve robust financial models to facilitate scenario analysis and strategic planning.
  • Consolidate fund-level and corporate financial data, delivering insightful variance analysis, commentary, and recommendations to senior stakeholders.
  • Provide monthly and quarterly management reporting, including analysis of portfolio results, KPIs, and cost allocations.
  • Prepare partnership-level materials, reporting packages, and responses to ad hoc information requests.
  • Partner with investment and operations teams to assess new strategies, projects, and fund launches—modeling impact on firm-level financials and budgets.
  • Identify process improvement and technology opportunities to enhance accuracy, timeliness, and clarity of financial information.

Qualifications

  • 8–10 years relevant experience in financial planning & analysis, budgeting, and reporting—preferably within asset/fund management, private equity, or related investment sectors.
  • Proven ability to manage large budgeting cycles, deliver accurate forecasts, and communicate results effectively to senior leaders.
  • Advanced modeling skills (Excel, financial planning software), with a strong understanding of fund accounting and reporting.
  • Bachelor’s degree in Finance, Accounting, or a related field (Master’s or CFA is a plus).
  • Exceptional analytical, presentation, and problem-solving skills.
  • Comfortable navigating cross-functional environments and managing change.
  • Knowledge of fund structures, investment products, and regulatory requirements relevant to investment managers.

The average salary for this role is $125,000 - $200,000 base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, location, skills, training, certifications, and education, and in addition we will also consider internal equity and market data. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case by case basis. Marathon benefit highlights include (but are not limited to) Medical/Pharmacy, Dental, Vision, HSA, FSA, STD/LTD, Life Insurance, vacation, Commuter Benefits, and company provided lunches.

No agencies, please

Equal Opportunity Employer M/F/D/V

Marathon Asset Management

About Marathon Asset Management

Marathon Asset Management is a leading global asset manager with $24B in AUM specializing in the Public and Private Credit markets with an unwavering focus on exceptional performance, partnership and integrity. Marathon's integrated global credit platform is driven by our specialized, experienced and disciplined investment teams across Private Credit (Direct Lending, Asset-Based Lending, Opportunistic Credit) and Public Credit (High Yield, Leveraged Loans & CLOs, Emerging Markets, and Structured Credit).

Marathon's investment programs are built on unique origination platform, rigorous fundamental research, and robust risk management to create attractive and resilient portfolios on behalf of our clients. Founded in 1998, Marathon is driven by our mission to deliver exceptional investment performance and cultivating lasting strategic partnership with our clients, including leading institutional investors: public and corporate pension plans, sovereign wealth funds, endowments, foundations, insurance companies, family offices, and RIAs. Marathon’s 190 professionals work from our offices in New York, London, Luxembourg, Miami and Los Angeles. Marathon is registered with the U.S. Securities and Exchange Commission (SEC) and Financial Services Authority ("FSA") in the UK. Marathon is a signatory of the Principles for Responsible Investment (PRI).

For additional information, please visit Marathon’s website at https://marathonfund.com.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
New York, NY
Year Founded
1998
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