Marathon Asset Management · 3 months ago
Senior Vice President– Financial Planning, Analysis & Budgeting
US-NY-New York
Full-time
Onsite
Senior Level, Lead/Staff
$125K/yr - $200K/yr
8+ years expMarathon Asset Management is a firm seeking to optimize financial planning and analysis across its corporate operations. The Senior Vice President will partner with senior leadership to drive budgeting, forecasting, and performance analysis, ensuring disciplined financial management in a fast-paced environment.
Emerging MarketsFinanceReal Estate
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
Qualification
Required
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
Benefits
Medical/Pharmacy
Dental
Vision
HSA
FSA
STD/LTD
Life Insurance
Vacation
Commuter Benefits
Company provided lunches
Company
Marathon Asset Management
Marathon Asset Management LP is a global alternative investment and asset management company with approximately $11 billion in capital
51-200 employees
H1B Sponsorship
Marathon Asset Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (4)
2022 (1)
2021 (1)
2020 (5)
Funding
Current Stage
Growth StageTotal Funding
unknown2016-06-22Private Equity
Leadership Team
Scot Pasquale
Chief Financial Officer
Jamie Raboy
Chief Operating Officer, Chief Risk Officer
Recent News
2025-12-15
GlobeNewswire
2025-12-05
Company data provided by crunchbase