Analyst/Associate, Institutional Sales

Fortress Investment Group•New York, NY

5d•$125,000 - $150,000•Onsite

About The Position

The Investor Relations Analyst / Associate will support senior Relationship Managers and the Institutional Sales team by coordinating due diligence processes, preparing and customizing investor reporting, tracking pipeline activity, and ensuring timely follow-up from investor meetings. The ideal candidate is detail-oriented, client-service driven, comfortable in a fast-paced alternatives/asset management environment, and FINRA-licensed (or able to become licensed quickly). Experience in Investor Relations at a leading alternatives platform is strongly preferred.

Requirements

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.

Nice To Haves

Experience in Investor Relations at a leading alternatives platform is strongly preferred.
FINRA-licensed (or able to become licensed quickly)
experience with CRM systems (e.g., Salesforce) preferred.
Familiarity with alternative investments and institutional diligence processes (DDQs/RFPs, performance reporting, fund materials) 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.
Maintain high-touch coverage of client and prospect requests, ensuring responsiveness and accuracy.
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.
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 across recurring deliverables.
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.
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.