Institutional Sales & Investor Relations Analyst

FIG US FIG LLC

New York (NY)

On-site

USD 125,000 - 150,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Institutional Sales Analyst/Associate - Client Diligence
Institutional Sales Analyst/Associate - Client Diligence

Fortress Investment Group • New York (NY)

On-site
USD 125,000 - 150,000
Institutional Sales Analyst: Dashboards & Client Reporting
Institutional Sales Analyst: Dashboards & Client Reporting

Growth Equity Interview Guide • City of Niagara Falls (NY)

On-site
USD 70,000 - 105,000
Dynamic environment
Collaboration with experienced pros
Diverse range of institutional clients
+1
Investor Relations & Product Strategy Analyst
Investor Relations & Product Strategy Analyst

Fortress Investment Group • New York (NY)

On-site
USD 90,000 - 150,000
Analyst, Institutional Sales
Analyst, Institutional Sales

Growth Equity Interview Guide • City of Niagara Falls (NY)

On-site
USD 70,000 - 105,000
Dynamic environment
Collaboration with experienced pros
Diverse range of institutional clients
+1
Institutional Sales Analyst / Associate
Institutional Sales Analyst / Associate

FIG US FIG LLC • New York (NY)

On-site
USD 125,000 - 150,000
Bonuses
Deferred compensation
Benefits
Investor Relations & Product Strategy Associate
Investor Relations & Product Strategy Associate

Fortress Investment Group • New York (NY)

On-site
USD 90,000 - 150,000
Product & Investor Relations Associate
Product & Investor Relations Associate

Fortress Investment Group • New York (NY)

On-site
USD 90,000 - 150,000
Investor Services & Reporting Specialist
Investor Services & Reporting Specialist

FIG US FIG LLC • New York (NY)

On-site
USD 100,000 - 120,000
Investor Services & Reporting Specialist
Investor Services & Reporting Specialist

Fortress Investment Group • New York (NY)

On-site
USD 100,000 - 120,000
Institutional Sales Analyst / Associate
Institutional Sales Analyst / Associate

Fortress Investment Group • New York (NY)

On-site
USD 125,000 - 150,000