OverviewThe 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.
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
