Institutional Sales Analyst / Associate

Institutional Sales Analyst / Associate

New York, NY

About Fortress

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 approximately 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. Fortress had approximately 1,002 employees and 218 investment professionals as of June 30, 2026, at its headquarters in New York and affiliate offices around the globe.

About the Position

The Institutional Sales Analyst / Associate will support senior Relationship Managers to cover a regional territory by helping them progress clients through the sales funnel and support existing clients. This includes helping prospect (planning investor roadshows, obtaining client meetings for Relationship Managers, and suggesting client engagement ideas), listening in on meetings to learn about the Fortress product suite, managing investor pipeline activity, and tracking timely follow-up of deliverables for clients. The Analyst / Associate will also work with other junior institutional sales team members to create and update sales and fund resource materials for the broader team.

The ideal candidate is detail-oriented, client-service driven, and comfortable in a fast-paced alternatives/asset management environment. They are a self-starter who is always curious to learn more and improve existing processes. Experience in Sales / Investor Relations at a leading alternatives platform is strongly preferred. FINRA licensing is also preferred (or the ability to become licensed quickly).

Responsibilities

Relationship Manager Support (Core)

• Support senior Relationship Managers across the full investor lifecycle: outreach, diligence, onboarding, and ongoing servicing.
• Own meeting logistics and follow-up: meeting briefs, notes, action items, and timely investor communications.
• Maintain high-touch coverage of client and prospect requests, ensuring responsiveness and accuracy.

Due Diligence & Investor Requests

• Work with senior Relationship Managers to create client follow-up plans, and ensure all follow-up and deliverables (e.g., DDQs/RFPs, ad hoc data requests, and operational/legal follow-ups) are completed by relevant Fortress internal teams in adherence with deadlines.

Reporting, Analytics & Customization

• Build and maintain recurring reporting and tracking packages for Relationship Managers and Sales leadership.
• Create clean, executive-ready dashboards and trackers (Excel/PowerPoint/CRM) summarizing pipeline, outreach activity, meeting outcomes, and next steps.
• Leverage AI-enabled tools and automation to enhance the sales outreach process, client engagement, and follow-up.

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—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.

Compensation

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