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 is a leading global asset manager specializing in public and private credit with ~$24 billion in assets under management. Marathon is recognized as a distinguished leader with 27+ years of exceptional performance and partnership. Marathon’s integrated global credit platform is driven by our specialized, highly experienced, and disciplined teams across Private Credit: Direct Lending, Asset Based Lending and Opportunistic Credit and Public Credit: High Yield, Leveraged Loans & CLOs, Emerging Markets, and Structured Credit. Marathon’s mission is to build lasting partnerships with an unwavering commitment to delivering best-in-class performance, service, and reliability on behalf of our clients.
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.
- 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
Skills Required
- 8-10 years of relevant experience in financial planning and analysis, budgeting, and reporting
- Experience preferably within asset management, fund management, private equity, or related investment sectors
- Ability to manage large budgeting cycles and deliver accurate forecasts
- Ability to communicate financial results effectively to senior leaders
- Advanced financial modeling skills using Excel and financial planning software
- Strong understanding of fund accounting and reporting
- Bachelor's degree in Finance, Accounting, or a related field
- Master's degree or CFA certification
- Exceptional analytical, presentation, and problem-solving skills
- Ability to navigate cross-functional environments and manage change
- Knowledge of fund structures, investment products, and regulatory requirements relevant to investment managers
What We Do
Marathon Asset Management is a leading global asset manager with $23B 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.
