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Fortress Investment Group

Global investment manager managing diversified assets

Client Service Associate

Customer SupportConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree and at least four years of financial services experience are required.
  • Strong oral and written communication skills are required.
  • The candidate must be organized and detail-oriented.
  • The candidate must be able to multitask and prioritize among many time-sensitive demands.
  • The candidate must be able to build relationships across the firm and interact comfortably with individuals at all levels, internally and with clients.

Responsibilities

  • Respond to daily investor inquiries by phone and email, investigating and resolving matters related to reporting, performance, fund documents and guidelines, and investment queries.
  • Facilitate capital activity events, including subscriptions, redemptions, and transfers, and review and track investor documentation while liaising with internal and external legal and tax counsel.
  • Complete investor reporting requests, including DDQs and fee requests, and source responses and coordinate with finance, asset management, and compliance teams to complete complex reporting such as Solvency II, ILPA, and Basel III templates.
  • Distribute monthly and quarterly estimates, statements, investor letters, capital calls and distribution notices, and audit confirmations.
  • Understand and ensure compliance with FINRA, FATCA, and ERISA obligations, and implement AIFMD, FOIA, and AML/KYC procedures.
  • Document processes and policies and recommend additional procedures to enhance investor communications.
  • Update and maintain investor records.
  • Liaise with fund administrators and internal middle- and back-office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting.

Desired Qualifications

  • Fund administration, fund operations, or fund accounting experience is preferred.
  • Experience with Dynamo, Intralinks, or Investran is a plus.

About the Company

Fortress Investment Group

Global investment manager managing diversified assets

Fortress Investment Group is a global investment manager that handles money for about 2,000 institutional clients and private investors. It invests across multiple areas, including credit and real estate, private equity, and permanent capital strategies. Its products are managed portfolios and funds across these asset classes, built by pooling client capital and investing it in varied opportunities to generate returns. The company differentiates itself through its broad, multi-asset platform and long-standing experience (founded in 1998), which supports a wide range of investment strategies and client needs. Fortress aims to grow assets under management and deliver long-term value to its investors by deploying capital across diverse markets and investment styles.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$1.3B
Headquarters
New York City, New York
Founded
1998

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