Investor Reporting Analyst
Fortress Investment Group LLC - New York, NY

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Fortress’s Private Equity group is seeking an Investor Reporting Analyst to become a key contributor on a high-performing team. This is a great opportunity to join a leading, global, publicly-traded investment management firm, with more than $51.5 billion in assets under management.

The Investor Reporting Analyst will:
  • Participate in all aspects of the client reporting process
  • Prepare/review portfolio presentations
  • Update and ensure accuracy and completeness of customized client reporting templates
  • Revise product pitch books, fact sheets and other marketing materials
  • Manage investor communication process including quarterly reporting, capital calls, distributions, ad-hoc communications, etc.
  • Maintain and update various databases, CRM systems and investor web portals
  • Coordinate investment team responses to Requests for Proposal (RFP), Requests for Information (RFI) and Due Diligence Questionnaires (DDQ)
  • Work with investment professionals on quarterly performance reporting and investment commentary

The ideal candidate will have:
  • A bachelor’s degree with a minimum GPA of 3.5
  • At least 2 years of professional experience in a fast-paced financial services environment
  • Meticulous attention to detail
  • Advanced proficiency in Microsoft Office with an emphasis on PowerPoint and Excel
  • Excellent verbal and written communication skills and strong interpersonal skills
  • An understanding of broad financial markets and indices
  • Ability to effectively manage multiple priorities
  • Self-motivation with the ability to work independently and as a team player
  • Excellent organizational skills
  • Strong work ethic and sense of urgency
  • Ability and desire to work long hours in a dynamic and demanding environment

Fortress Investment Group LLC - 23 months ago - save job