Senior Vice President– Financial Planning, Analysis & Budgeting

Overview

Senior Vice President– Financial Planning, Analysis & Budgeting role at Marathon Asset Management. 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.

• 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.

Salary: The average base salary for this role is $125,000 - $200,000, exclusive of bonuses or benefits. The base pay offered will be determined based on experience, location, skills, training, certifications, and education, with consideration of internal equity and market data.

Benefits: Marathon benefits include Medical/Pharmacy, Dental, Vision, HSA, FSA, STD/LTD, Life Insurance, vacation, Commuter Benefits, and company-provided lunches.

Equal Opportunity Employer M/F/D/V