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About the Role

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.

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.

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.
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.

Skills

Excel
PowerPoint
CRM systems
Salesforce
AI-enabled tools
Workflow automation

Location

New York, NY

Work Type

Full-time

Experience Level

1-3 years

Education Level

Bachelor's degree

Salary/Compensations

$125,000 - $150,000

Benefits

Bonuses
Overtime
Deferred cash
Perquisites
Company contributions to employee 401(k) accounts

About the Company

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.
Fortress looks for the best and the brightest to join our dynamic team of smart, driven, creative problem solvers.
We cultivate career growth through a framework enriched by a supportive mentorship system that provides hands on experience, nurtures individual potential, and rewards performance.
Our dynamic teams synergize diverse expertise with agile collaboration, catalyzing the creation of superior solutions that address complex financial and logistical challenges.
Our team thrives on a non-hierarchical ethos, embracing the fluidity of ideas and contributions from all levels to forge a path of collaborative success.
We steadfastly uphold a merit-based advancement approach, recognizing and rewarding the achievements and talents of our individuals as the cornerstone of our collective progress.
More at: www.fortress.com/careers

Equal Opportunity

Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates 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.
Fortress Investment Group LLC collectively with its subsidiaries and operating affiliates 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.