Associate or Vice President, depending on experience recruitment
This will include, among other duties, solicitation of institutional investors; distribution of alternative investment fund offerings; and the coordination of and participation in investor road-show meetings and follow-up.
The Firm
Fortress Group is an independent placement agent that arranges private placements of limited partnership interests for successful, experienced alternative asset fund managers with established track records. Fortress is an SEC-registered broker-dealer / FINRA member firm. We are a third-party placement agent; we do not offer or manage our own investment funds. Our firm has been in business for over 12 years and is known for marketing high quality fund offerings sought after by institutional investors. We are dedicated to serving the needs of sophisticated institutional investors and assisting them at all stages of their evaluation process relating to each offering that we bring to market. Our investor network and relationships include endowments, foundations, corporate pensions, public pensions, insurance companies, funds-of-funds, private banks, trust companies, family offices, and gatekeepers/advisors in North America and overseas.
The firm’s typical fund marketing assignments range from $250 million to $1.5 billion in targeted fund size. Fortress has been placement agent on $6 billion in successful fund raises during the past seven years. Current activities include placement services for more than $2 billion in targeted fund raises.
Responsibilities will include:
• Communication with institutional investors to discuss portfolio objectives and introduce the firm’s fund offerings.
• Arranging and participating with fund managers in investor road-show presentations.
• Follow-up communications and support of investor due diligence requests and inquiries.
• Coordination of efforts with the firm’s principals as well as research and due diligence staff.
• Assist with the preparation of offering memoranda, investor presentations, and due diligence materials.
Qualifications:
• 4+ years financial sales experience in institutional sales or investor relations.
• Excellent sales skills, verbal and written communication skills, and research skills required.
• Ability to operate in a high pressure, entrepreneurial environment and to show initiative and self-direction.
• MBA or CFA preferred, but not required.
• New hires that do not hold applicable securities licenses (i.e., Series 79, Series 63) will be required to obtain them after employment begins.
Contact us: Please hit APPLY ONLINE below and Submit cover letters and resume. Please specify in your cover note and in your cover letter the position you are interested in. PLEASE: Do not send e-mails to any other company e-mail addresses; do not send hard copies, and do not contact us by phone or in person. We will contact selected candidates directly.