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Institutional Sales Analyst / Associate

$125k - $150k

FIG US FIG LLC

About Fortress Fortress Investment Group LLC is a global investment manager with approximately $54 billion of assets under management as of March 31, 2026. The firm employs about 1,002 people, including 218 investment professionals, and operates from New York and affiliate offices worldwide. Position Overview Investor Relations Analyst / Associate (Institutional & Private Wealth) – New York, NY. The role supports senior Relationship Managers and the Institutional Sales team by coordinating due‑diligence processes, preparing investor reporting, tracking pipeline activity, and ensuring timely follow‑up from investor meetings. Responsibilities Relationship Manager Support (Core) 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. Maintain high‑touch coverage of client and prospect requests, ensuring responsiveness and accuracy. Due Diligence & Investor Requests Coordinate due‑diligence materials (DDQs/RFPs, data requests, performance/portfolio content, operational/legal follow‑ups) in partnership with internal teams. Manage Q&A processes and track responses to ensure completeness and adherence to deadlines. Maintain an organized diligence library and version control for investor‑facing materials. Reporting, Analytics & Customization Customize investor reporting and client‑ready materials (e.g., performance summaries, portfolio/product updates, exposure metrics, attribution narratives). Build and maintain recurring reporting and tracking packages for Relationship Managers and Sales leadership. Create clean, executive‑ready dashboards and trackers (Excel/PowerPoint/CRM) that summarize pipeline, outreach activity, meeting outcomes, and next steps. Leverage AI‑enabled tools and automation to enhance reporting workflows, summarize investor activity, and improve accuracy and efficiency. Pipeline Tracking & Client Lead Coverage Track and “cover” client leads by ensuring they are logged correctly, assigned, and progressed through the funnel. Maintain accurate CRM data hygiene: contact updates, meeting notes, opportunity stages, and activity tracking. Monitor follow‑ups and deadlines; proactively surface stale opportunities, open diligence items, and bottlenecks. Identify opportunities to apply AI and workflow automation to streamline CRM updates, diligence tracking, and internal sales support processes. Institutional Sales Support Provide day‑to‑day sales support to the Institutional team: materials preparation, follow‑ups, coordination of internal resources, and execution support for campaigns/roadshows. Assist with prospecting support (where applicable): list management, segmentation, and outreach coordination. Qualifications 1–3 years of relevant experience in Investor Relations, Institutional Sales Support, Client Service, or alternatives distribution within a 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. 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. The base salary range for this position is $125,000 to $150,000 per year, with additional compensation elements such as bonuses, deferred cash, and benefits available based on performance and company policy. Fortress Investment Group LLC is an equal‑opportunity employer and considers all applicants for employment without regard to race, religion, creed, color, sex, age, national origin, citizenship status, disability, genetic information, protected veteran status, marital status, sexual orientation, gender identity, or any other status protected by federal, state or local law. #J-18808-Ljbffr FIG US FIG LLC

Vacancy posted 2 days ago
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