Institutional Sales Analyst/Associate - Client Diligence

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

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