Analyst, Consultant Relations & Sales Enablement

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 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.