Institutional Sales Analyst — AI-Driven Investor Relations

Fortress Investment Group; New York (NY); Vor Ort; USD 125.000 - 150.000; Vollzeit

Zusammenfassung

Fortress Investment Group LLC in New York is seeking an Institutional Sales Analyst / Associate to support senior Relationship Managers across the investor lifecycle, from outreach and onboarding to ongoing servicing. You will help plan investor meetings, coordinate follow ups, and prepare materials for clients, while learning Fortress product solutions in a fast-paced alternatives environment.

The ideal candidate has 1–3 years in investor relations or institutional sales support, with a

Qualifikationen

• 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.

Aufgaben

• Support senior Relationship Managers across the full investor lifecycle: outreach, diligence, onboarding, and ongoing servicing.
• Own meeting logistics and follow-up: meeting briefs, notes, action items, and timely investor communications.
• Maintain high-touch coverage of client and prospect requests, ensuring responsiveness and accuracy.
• Work with senior Relationship Managers on creating the plan for client follow up, and then ensure all follow up and deliverables are completed by Fortress internal teams in adherence with deadlines
• Reporting, Analytics & Customization: Build and maintain recurring reporting and tracking packages for Relationship Managers and Sales leadership; Create executive-ready dashboards and trackers (Excel/PowerPoint/CRM).
• Pipeline Tracking & Client Lead Coverage: Track and cover client leads, maintain CRM hygiene, monitor follow-ups and deadlines, surface bottlenecks, and support campaigns/roadshows.

Kenntnisse

Excel

PowerPoint

CRM (Salesforce)

Ausbildung

Bachelor’s degree in Finance or Economics

Tools

Salesforce

Jobbeschreibung

Fortress Investment Group LLC in New York is seeking an Institutional Sales Analyst / Associate to support senior Relationship Managers across the investor lifecycle, from outreach and onboarding to ongoing servicing. You will help plan investor meetings, coordinate follow ups, and prepare materials for clients, while learning Fortress product solutions in a fast-paced alternatives environment.

The ideal candidate has 1–3 years in investor relations or institutional sales support, with a