Analyst / Associate – Consultant Relations & Sales Support

Fortress Investment Group; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Fortress Investment Group seeks an Analyst/Associate to join the client services & product group in a sales support role. You will directly support the Global Head of Consultant Relations and collaborate with a broad sales team at Fortress.

You will gain hands-on exposure to Investor Relations and consultant coverage, building a foundation for a long-term career in sales and investor relations within Fortress.

Qualifications

• Approximately 2 years of experience in alternative asset management, the investment consulting ecosystem, or a related financial services environment.
• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field; candidates with strong academic performance in math- or science-focused disciplines may also be considered.
• Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills, with an engaging, personable demeanor that builds rapport with clients and colleagues alike.
• Team oriented; works well in a team environment and can support both in-person and remote leadership.
• Drive, ambition and a genuine interest in pursuing a long-term career in sales and consultant relations; proactive and solutions-oriented.
• Comfortable with CRM platforms such as Salesforce, AI tools such as Claude and Microsoft Copilot, and Microsoft Office Suite including Excel and PowerPoint.

Responsibilities

• Sales Support: Directly support the Global Head of Consultant Coverage; liaise with consultant and sales professionals on meeting preparation, follow-ups, pipeline tracking, and CRM management.
• RFP/RFI & DDQ Management: Coordinate and contribute to the completion of consultant questionnaires, requests for proposals, and due diligence requests.
• Market Intelligence: Monitor consultant activity, track search updates, and maintain up-to-date records on consultant preferences and priorities.
• Meetings, Presentations & Materials Preparation: Help coordinate road shows and meetings; develop pitch books, consultant-facing materials, and performance updates tailored to specific audiences.
• Cross-Functional Collaboration: Partner with investment, marketing, and operations teams to ensure timely and accurate information flow to consultants and prospects.
• Data Insights & Automation: Assist in identifying opportunities to use AI, automation, and data tools to enhance CRM accuracy, reporting, pipeline tracking, consultant intelligence, and overall team productivity.

Skills

Client relations

Communication

Teamwork

Drive & Ambition

Analytical mindset

Organizational skills

Adaptability

Education

Bachelor's in Finance or related

Tools

Salesforce

Claude

Microsoft Copilot

Excel

PowerPoint

Job description

Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of March 31, 2026. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. We had approximately 1002 employees and 218 investment professionals as of June 30, 2026, at our headquarters in New York and our affiliate offices around the globe.

About the Role

We are seeking a motivated and dynamic Analyst/Associate to join the fortress client services & product group in a sales support role. This individual will directly support the Global Head of Consultant Relations as well as work with the broader sales team. This is an exciting opportunity for an early-career professional who is eager to build a long-term career in sales and investor relations. In this role, you will gain hands-on exposure to Investor Relations (IR) and consultant coverage, providing a strong foundation for future growth within the sales organization.

Key Responsibilities

• Sales Support: Directly support the Global Head of Consultant Coverage; liaise with consultant and sales professionals on meeting preparation, follow-ups, pipeline tracking, and CRM management.
• RFP/RFI & DDQ Management: Coordinate and contribute to the completion of consultant questionnaires, requests for proposals, and due diligence requests.
• Market Intelligence: Monitor consultant activity, track search updates, and maintain up-to-date records on consultant preferences and priorities.
• Meetings, Presentations & Materials Preparation: Help coordinate road shows and meetings; develop pitch books, consultant-facing materials, and performance updates tailored to specific audiences.
• Cross-Functional Collaboration: Partner with investment, marketing, and operations teams to ensure timely and accurate information flow to consultants and prospects.
• Database & Reporting: Maintain and update consultant databases, ensuring data integrity and producing regular activity reports for leadership.
• AI-Enabled Workflow Support: Leverage AI tools, including Microsoft Copilot and other approved platforms, to streamline meeting preparation, summarize consultant interactions, support content development, and improve efficiency across sales support workflows.
• Data Insights & Automation: Assist in identifying opportunities to use AI, automation, and data tools to enhance CRM accuracy, reporting, pipeline tracking, consultant intelligence, and overall team productivity.

Qualifications

• Experience: Approximately 2 years of experience in alternative asset management, the investment consulting ecosystem, or a related financial services environment.
• Education: Bachelor's degree in Finance, Economics, Business, Accounting, or a related field; candidates with strong academic performance in math- or science-focused disciplines may also be considered.
• Organizational Skills: Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Communication: Excellent verbal and written communication skills, with an engaging, personable demeanor that builds rapport with clients and colleagues alike.
• Team Oriented: Works well in a team environment and can support both in-person and remote leadership.
• Drive & Ambition: Self-starter with a go-getter mentality; takes proactive initiative, is solutions-oriented, and thrives in a results-driven culture.
• Career Aspirations: Genuine interest in pursuing a long-term career in sales, with a desire to grow into a consultant relations or distribution role over time.
• Technical Proficiency: Comfortable with CRM platforms such as Salesforce, AI tools such as Claude and Microsoft Copilot, and Microsoft Office Suite, including Excel and PowerPoint.

Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates is an equal opportunity employer and considers all applicants for employment without regard to race, religion, creed, color, sex, age, national origin, citizenship status, disability, genetic information, protected veteran status, marital status, sexual orientation, gender identity, or any other status protected by federal, state or local law.