Investment Product Specialist

| Greater NYC Area
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Cadre is building a technology-driven investment platform for commercial real estate, opening up access to a 16 trillion dollar asset class favored by private equity firms, hedge funds, and institutional investors. Our platform connects qualified individuals and institutions to fully vetted, compelling real estate investment opportunities. We combine our institutional experience with differentiated technology in order to empower our investors through direct access, lower fees, and greater transparency. Our mission is to provide superior access and insight to the universe of alternative investments.

Cadre is looking for an Investment Product Specialist to join our Sales Team. You will serve as an embedded journalist, editor and producer working in close partnership with the larger Commercial and Investments, Technology and Legal teams to successfully create real estate investment content relating to new products, as well as existing fund and deal-by-deal offerings. You will have an opportunity to be involved in and responsible for a broad range of cross-functional project management activities, serving as a liaison between internal and external partners, to deliver unparalleled perspectives on real estate markets and help increase awareness, engagement and conversion of investors across our three client segments: individuals, intermediaries, and institutions. As a successful candidate, you have a strong work ethic and motivation to learn, as well as a meticulous attention to detail with phenomenal writing skills. You are also highly motivated and bring relevant work experience, including previous exposure to commercial real estate, asset management, financial services and/or investment management. 


  • Serve as one of the primary, investor-facing representatives for Cadre within the broader alternative investments community at conference, press, or media events. 
  • Serve as the primary real estate specialist supporting the Sales Team in responding to highly technical questions asked or diligence conducted by individuals, intermediaries or institutions.
  • Liaise with the Investments Team to reflect investor feedback/sentiment, gain pipeline insight, understand deal underwriting assumptions, and coordinate on deal launches.
  • Serve as the primary resource to train Sales Team on investment merits and considerations for new deal-by-deal, fund or other investment product offerings. 
  • Help create and propel Cadre’s content ecosystem to be the preeminent source of thought leadership within real estate investing.
  • Develop and deliver insightful content to articulate our investment theses to existing and potential investors.
  • Work with the Director of Content Marketing to drive creation and production of real estate- and investment-related content across different media platforms including display, audio, web and print.
    • Intimately understand each of our primary audiences (individuals, intermediaries and institutions), as well as the personas within them. 
    • Demonstrate awareness for how our voice, tone and unique selling proposition should vary by audience or persona.
    • Serve as the primary team resource for creation of highly technical investment product materials, owning all parts of the process including ideation, copywriting, design, editing, and distribution.
    • Apply sound understanding and use of real estate, finance, investment and valuation concepts or techniques.
    • Clearly articulate Cadre’s distinguishing characteristics, competitive and sustainable advantage, investment philosophy, and investment process.
    • Generate content for new products or existing products, including but not limited to deal pages, white papers, PPMs, scripts for webcasts, press briefs, topical research, investment performance commentary, and investor reporting.
    • Ensure content adheres to industry regulations and compliance standards.
  • Closely partner with key stakeholders, building strong relationships with internal and external partners to glean timely and concise insights.
    • Develop detailed working knowledge of Cadre’s investment products, capabilities, and personnel.
    • Educate and engage with the broader Commercial and Investments team on current offerings and development of future investment products based on insights from investor demand and competitive landscape.
    • Continue to learn and understand the implications and impact of news events and economic forces on the industry and the asset class.
    • Demonstrate resourcefulness by seeking out new and creative sources of data, information, real estate investment strategies, and opportunities to position Cadre better.
    • Participate in calls and meetings with institutional investors, investment advisors, and other industry participants to expand your and Cadre’s network.
  • Assist in creation of Advisory Board materials.


  • A minimum of 12+ years of related investment experience; experience working with sophisticated institutional and/or investment advisor clients within an investment management or asset management firm is a plus.
  • Bachelor’s Degree in communications, marketing, finance, or other related field (e.g. accounting, real estate, economics).
  • Series 7 and 63 licenses required. Active CFA or CAIA credentials.
  • Deep technical understanding of commercial real estate and common investment strategies within the asset class is a must; experience across multifamily, office, industrial, and hospitality is preferable.
  • Experience working with and selling/pitching to sophisticated institutional clients and/or investment advisor clients.
  • Highly collaborative, communicative, organized and able to prioritize when presented with competing tasks.
  • Ability to assess and interpret complex information and synthesize key messages visually and verbally into marketing documents and other written materials.
  • Impeccable writing skills with the ability to modulate voice, tone and sophistication of language to match the audience and/or persona.
  • Strong team player with an entrepreneurial predisposition and strong interpersonal skills necessary to interact with internal and external partners.
  • Self-directed, self-starter, and motivated with the ability to work with minimal supervision in a complex organization; Able to think independently and challenge/escalate issues in an appropriate manner.
  • Comfortable operating within a geographically dispersed team.
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Technology we use

  • Engineering
  • Sales & Marketing
    • JavascriptLanguages
    • PythonLanguages
    • Computer ScienceLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsLibraries
    • DjangoFrameworks
    • PostgreSQLDatabases
    • SalesforceCRM


Cadre is located on the cusp of the Soho and Nolita neighborhoods. Our area is ripe with amazing restaurants, bars, shopping & fitness studios.

An Insider's view of Cadre

What’s the vibe like in the office?

Collaborative! Many of our teams operate cross functionally, which is why we opted for an open floor plan. With no private offices, we were able to allot a healthy amount of perimeter space to meeting & call rooms. Our kitchen a.k.a The Mission, offers employees a wide array of snacks, drinks & tables at which to work while socializing!


Culture and Events Manager

What's the biggest problem your team is solving?

We're working on integrating more quantitative techniques into our investment process. Machine Learning has had a transformative effect on a number of industries & CRE is undergoing a similar transformation. How Cadre uses data in our investment process allows us to create more thoughtful strategies & be better fiduciaries to our investors.


Senior Director of Engineering

How has your career grown since starting at the company?

I've been provided numerous chances to take ownership over new initiatives within the company. After starting at the firm as an investment analyst & growing within that vertical, I was able move into a biz dev role where I’ve led several areas of growth for Cadre. These responsibilities & challenges have pushed me to grow as an employee & manager.


Vice President of Emerging Verticals

What is your vision for the company?

2020 will be a year of continued growth & further realization of our mission as we expand access & liquidity in the Commercial Real Estate investing world. I look forward to another year of exponential growth of our investor base & expanded liquidity for many more clients!


Co-Founder & CEO

How would you describe the company’s work-life balance?

As my needs & the needs of my child change, it's really important to be in an environment that embraces that evolution. I constantly feel supported whenever I need to shift my priorities between work and home. Another reason why I love working here is that my daughter always feels welcome in the office. Knowing she's always welcome is empowering!


Executive Assistant to the CEO

What are Cadre Perks + Benefits

Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
We pay 100% of your medical premiums to help keep our employees healthy!
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within
Paid industry certifications
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