Marathon Asset Management is seeking a highly motivated professional to join our team based in New York as a Data Analyst & Portfolio Analytics
This individual will be responsible for integrating, analyzing, and managing investment data and reporting for the Client Solutions Group, collaborating across the firm. The ideal candidate will be a data analytics specialist with a strong data analytics skillset with proficiencies in excel, coding and data integration to support Marathon's leading global credit investment programs.
Responsibilities
- Design, implement, and maintain robust data integration and ETL processes to streamline production of fundraising, marketing, and due diligence materials.
- Collaborate with portfolio, risk, and technology teams to standardize and automate investment information exchange across departments.
- Analyze and report on quantitative and qualitative investment data, including fund performance and portfolio metrics, using advanced analytics and visualization tools.
- Prepare and enhance data-driven marketing materials, performance commentaries, and responses to investor RFPs, RFIs, and DDQs.
- Support senior professionals on strategic projects, market research, and continuous improvement of data management practices.
Qualifications
Bachelor's degree in Finance, Statistics, Computer Science, or a related field with a strong academic record.2–5 years of experience in investment data analytics, data integration, or a technology / analytics function within investment management, investment banking, investor relations, or financial data services provider.Demonstrated expertise in automating and optimizing data workflows and ETL processes in a financial services environment.Excellent communication skills, able to translate complex data into actionable insights for technical and non-technical audiences.Proficiency in SQL for data querying and management requiredProficiency in coding languages for data analysis and automation (e.g. Python, R, VBA) highly recommended.Experience with Tableau or Power BI highly recommended.The salary range for this role is $100,000-$130,000 in base pay. Marathon benefit highlights include Medical / Pharmacy, Dental, Vision, HSA, FSA, STD / LTD, Life Insurance, PTO, Commuter Benefits, and company provided lunches.
Equal Opportunity Employer M / F / D / V
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