Institutional Sales Analyst / Associate

FIG US FIG LLC; New York (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Deferred compensation

Benefits

Job summary

Fortress Investment Group LLC in New York, NY, is seeking an Investor Relations Analyst/Associate to support senior Relationship Managers and the Institutional Sales team. You will coordinate due-diligence processes, prepare investor reporting, and track pipeline activity while ensuring timely follow-up from investor meetings.

The role requires 1–3 years in IR or related fields, a Bachelor's degree, and FINRA licenses or the ability to obtain quickly.

Qualifications

• 1–3 years of Investor Relations, Institutional Sales Support, or related experience.
• Bachelor’s degree in Finance, Economics, or related field.
• FINRA licenses (Series 7 and 63) or ability to obtain quickly.
• Strong Excel and PowerPoint skills; CRM experience (Salesforce) preferred.
• Excellent written and verbal communication; strong prioritization and follow‑through.
• Familiarity with alternative investments and institutional diligence processes (DDQs/RFPs).

Responsibilities

• Support Relationship Managers across the investor lifecycle, including outreach, onboarding, and servicing.
• Coordinate due‑diligence materials and manage Q&A with internal teams.
• Customize investor reporting and create dashboards summarizing pipeline and activity.
• Maintain CRM hygiene, track meetings, follow‑ups, and deadlines.
• Provide day‑to‑day institutional sales support and assist with campaigns/roadshows.

Skills

Investor Relations experience

Strong communication

Multi‑tasking

Education

Bachelor's degree in Finance/Economics or related

FINRA licenses (Series 7 & 63)

Tools

Salesforce

Excel

PowerPoint

Job description

About Fortress

Fortress Investment Group LLC is a global investment manager with approximately $54 billion of assets under management as of March 31, 2026. The firm employs about 1,002 people, including 218 investment professionals, and operates from New York and affiliate offices worldwide.

Position Overview

Investor Relations Analyst / Associate (Institutional & Private Wealth) – New York, NY. The role supports senior Relationship Managers and the Institutional Sales team by coordinating due‑diligence processes, preparing investor reporting, tracking pipeline activity, and ensuring timely follow‑up from investor meetings.

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.
• 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 within a 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.
• 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 $125,000 to $150,000 per year, with additional compensation elements such as bonuses, deferred cash, and benefits available based on performance and company policy.

Fortress Investment Group LLC 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.