Institutional Sales Analyst / Associate

Fortress Investment Group; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

Fortress Investment Group is seeking an Investor Relations Analyst/Associate in New York to support senior Relationship Managers and the Institutional Sales team. You will coordinate due diligence, prepare investor reporting, and track pipeline activity in a fast-paced alternatives environment.

The role emphasizes detail-orientation, client service, and FINRA licensing (or ability to obtain). Proficiency in Excel, PowerPoint, and CRM is essential, with opportunities to leverage AI tools for

Qualifications

• 1–3 years in Investor Relations, Institutional Sales Support, Client Service, or Alternatives distribution—manager / private credit / PE / real assets platform.
• Bachelor’s degree required (Finance, Economics, or related preferred).
• FINRA licenses required (e.g., Series 7 and Series 63); or ability to obtain quickly.
• Strong proficiency in Excel and PowerPoint; experience with CRM systems (e.g., Salesforce) preferred.
• Familiarity with alternative investments and institutional diligence processes (DDQs/RFPs, performance reporting) strongly preferred.

Responsibilities

• Support Relationship Managers across the full investor lifecycle: outreach, diligence, onboarding, and ongoing servicing.
• Own meeting logistics and follow-up: agendas, notes, action items, and timely investor communications.
• Coordinate due diligence materials (DDQs/RFPs, data requests, performance/portfolio content, operational/legal follow-ups).
• Customize investor reporting and client-ready materials (e.g., performance summaries, portfolio/product updates, exposure metrics).
• Build and maintain recurring reporting and tracking packages for Relationship Managers and Sales leadership.
• Create executive-ready dashboards and trackers (Excel/PowerPoint/CRM) that summarize pipeline, outreach activity, and next steps.
• Leverage AI-enabled tools and automation to enhance reporting workflows and accuracy.

Skills

Attention to detail

Client-facing

Communication skills

Multitasking

Education

Bachelor's degree in Finance or Economics

Tools

Excel

PowerPoint

CRM (Salesforce)

Job description

## Analyst/Associate, Institutional SalesApplylocations: New York, New Yorktime type: Full timeposted on: Posted 10 Days Agojob requisition id: 0154**About Fortress** 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. **Investor Relations Analyst / Associate****New York, NY****About the Position**The Investor Relations Analyst / Associate will support senior Relationship Managers and the Institutional Sales team by coordinating due diligence processes, preparing and customizing investor reporting, tracking pipeline activity, and ensuring timely follow-up from investor meetings. The ideal candidate is detail-oriented, client-service driven, comfortable in a fast-paced alternatives/asset management environment, and FINRA-licensed (or able to become licensed quickly). Experience in Investor Relations at a leading alternatives platform is strongly preferred.**Responsibilities****Relationship Manager Support (Core)*** Support Relationship Managers across the full investor lifecycle: outreach, diligence, onboarding, and ongoing servicing.* Own meeting logistics and follow-up: agendas, notes, action items, and timely investor communications.* Maintain high-touch coverage of client and prospect requests, ensuring responsiveness and accuracy.**Due Diligence & Investor Requests*** Coordinate due diligence materials (DDQs/RFPs, data requests, performance/portfolio content, operational/legal follow-ups) in partnership with internal teams.* Manage Q&A processes and track responses to ensure completeness and adherence to deadlines.* Maintain an organized diligence library and version control for investor-facing materials.**Reporting, Analytics & Customization*** Customize investor reporting and client-ready materials (e.g., performance summaries, portfolio/product updates, exposure metrics, attribution narratives).* Build and maintain recurring reporting and tracking packages for Relationship Managers and Sales leadership.* Create clean, executive-ready dashboards and trackers (Excel/PowerPoint/CRM) that summarize pipeline, outreach activity, meeting outcomes, and next steps.* Leverage AI-enabled tools and automation to enhance reporting workflows, summarize investor activity, and improve accuracy and efficiency across recurring deliverables.**Pipeline Tracking & Client Lead Coverage*** Track and “cover” client leads by ensuring they are logged correctly, assigned, and progressed through the funnel.* Maintain accurate CRM data hygiene: contact updates, meeting notes, opportunity stages, and activity tracking.* Monitor follow-ups and deadlines; proactively surface stale opportunities, open diligence items, and bottlenecks.* Identify opportunities to apply AI and workflow automation to streamline CRM updates, diligence tracking, and internal sales support processes.**Institutional Sales Support*** Provide day-to-day sales support to the Institutional team: materials preparation, follow-ups, coordination of internal resources, and execution support for campaigns/roadshows.* Assist with prospecting support (where applicable): list management, segmentation, and outreach coordination.**Qualifications*** 1–3 years of relevant experience in Investor Relations, Institutional Sales Support, Client Service, or Alternatives distribution—manager / private credit / PE / real assets platform.* Bachelor’s degree required (Finance, Economics, or related preferred).* FINRA licenses required (e.g., Series 7 and Series 63); or ability to obtain quickly (state your firm’s requirement here).* Strong proficiency in Excel and PowerPoint; experience with CRM systems (e.g., Salesforce) preferred.* Ability to manage multiple priorities with high attention to detail and strong follow-through.* Excellent written and verbal communication skills; polished client-facing judgment.* Familiarity with alternative investments and institutional diligence processes (DDQs/RFPs, performance reporting, fund materials) strongly preferred.The base salary range for this position is expected to be between $125,000 and $150,000The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions.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.### Why Fortress?Fortress looks for the best and the brightest to join our dynamic team of smart, driven, creative problem solvers.We cultivate career growth through a framework enriched by a supportive mentorship system that provides hands on experience, nurtures individual potential, and rewards performance.Our dynamic teams synergize diverse expertise with agile collaboration, catalyzing the creation of superior solutions that address complex financial and logistical challenges.Our team thrives on a non-hierarchical ethos, embracing the fluidity of ideas and contributions from all levels to forge a path of collaborative success.We steadfastly uphold a merit-based advancement approach, recognizing and rewarding the achievements and talents of our individuals as the cornerstone of our collective progress.More at: www.fortress.com/careersFortress Investment Group LLC collectively with its subsidiaries and operating affiliates is an equalopportunity 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.