Data Analyst & Portfolio Analytics
About The Position
Marathon is seeking a highly motivated professional to join our team based in New York. 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. Marathon Asset Management is a leading global asset manager specializing in Private and Public credit with ~$23 billion in AUM. Marathon is recognized as a distinguished leader with 27+ years of performance and partnership. Marathon’s integrated global credit platform is driven by our specialized, highly experienced, and disciplined teams across Private Credit and Public 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.
Requirements
- 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 required
Nice To Haves
- Proficiency in coding languages for data analysis and automation (e.g. Python, R, VBA) highly recommended.
- Experience with Tableau or Power BI highly recommended.
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.
Benefits
- Marathon benefit highlights include (but are not limited to) Medical/Pharmacy, Dental, Vision, HSA, FSA, STD/LTD, Life Insurance, PTO, Commuter Benefits, and company provided lunches.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
