Institutional Sales & Investor Relations Analyst

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

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.