Investor Relations Analyst / Associate

About the role

Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of March 31, 2026. Founded in 1998, Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. We had approximately 1002 employees and 218 investment professionals as of June 30, 2026, at our headquarters in New York and our affiliate offices around the globe.

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
• Create and maintain recurring reporting and tracking packages for Relationship Managers and Sales leadership.
• Build 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.
• 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.
• Aid in 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—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.

Pay

The base salary range for this position is expected to be between $125,000 and $150,000