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Clade · 19 hours ago

Investment Product Specialist

New York, NY

Full-time

Onsite

Senior Level

Clade is an AI native investment intelligence platform focused on improving the investment decision-making process for institutional allocators. The Investment Product Specialist will work at the intersection of product development and investment judgment, ensuring that Clade's products align with real allocator behavior and effectively integrate AI-driven features to enhance client workflows.

Financial ServicesFinTechVenture Capital

Hiring Manager

Jan Oliver Koelble

Responsibilities

Partner directly with product and engineering to design and refine AI driven diligence features across asset classes

Apply real underwriting experience to how Clade structures, compares, and surfaces investment data

Translate allocator workflows into concrete product requirements, data models, and user flows

Actively test AI outputs against real investment judgment and stress test assumptions

Contribute domain expertise across strategy analysis, team evaluation, track record review, risk assessment, and operational considerations

Define and pressure test how Clade extracts and structures data from pitch decks, DDQs, tear sheets, investment memos, and related documents

Review prototypes and early releases and give direct, opinionated feedback rooted in actual investment work

Work directly with Clade clients to ensure the platform is embedded in live diligence, meeting, and reporting workflows

Act as a trusted product facing partner to allocator users

Own client adoption for assigned workflows or accounts, helping allocators use AI-driven features to increase speed, coverage, and consistency of diligence

Identify friction, gaps, and missed opportunities in real usage and feed them back into product prioritization

Capture concrete workflows and repeatable use cases rather than abstract feedback

Qualification

Underwriting investment fundsInstitutional diligence processesAI proficiencyInvestment consultingFund-of-funds experienceFamily office investingEndowment investingEarly stage environmentTechnical stakeholder engagementClear communicationOwnership mentality

Required

Direct experience underwriting investment funds, typically gained through roles in investment consulting, fund-of-funds, allocator research, family office investing, or endowment or foundation investing

Strong understanding of institutional diligence processes and decision frameworks

Demonstrated interest in technology and rapid adoption of new tools

Confidence using AI as part of daily work, not as an experiment

Ability to challenge AI outputs using sound investment judgment

Clear written and verbal communication with both technical and non technical stakeholders

Strong ownership mentality and comfort operating in an early stage environment