Jobs at Allocate.co

About Allocate

Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure.

Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure.

• Own full-cycle recruiting across engineering, product, and design teams — from role scoping and sourcing strategy through offer and close — including senior roles and specialized searches that require significant judgment and market fluency.
• Design and run structured interview processes, including interviewer-specific guides, behavior...

• Process high volumes of wires, capital calls, and distributions across the fund portfolio, ensuring data accuracy and timeliness from instruction through settlement.
• Coordinate with fund administrators and custodians to reconcile positions, confirm transactions, and resolve discrepancies — following through until every break is closed.

• Own end-to-end fund operations for a portfolio of the firm’s more complex funds and vehicles, including financial accounting, capital calls and distributions, investor reporting, and cash management.
• Review the work of other fund accountants — allocations, capital account statements, capital ca...

• Growth-oriented and energized by a scaling environment. You want to grow with the firm and take on more ownership as the fund count and team expand.

About Allocate
Allocate is building the operating system for private markets. Wealth advisors and their clients use the platform to access, transact in, and manage private market investments.

• Product design across Allocate — the advisor and GP experience, unified and end-to-end
• Private markets knowledge, applied directly and deepened continuously, so decisions are grounded in understanding rather than assumption

• Drive rapid feedback loops between prototyping, client input, and production — compressing weeks into days.
• Keep multiple parallel workstreams moving without creating bottlenecks or bureaucracy.

• Build, train, and improve machine-learning models for production use.
• Develop evaluation and feedback loops that measurably improve model performance over time.

• Build and Extend Data Architecture: Build on and extend Allocate's data lakehouse on AWS, combining data lake storage and warehouse technologies to store diverse financial datasets. Contribute to our knowledge graph that models key relationships (investors, funds, companies, etc.) and to the vector database integration that stores embeddings for semantic search and retrieval across our AI agents, models, and providers.

• Advising on a broad range of legal and regulatory matters related to the formation, distribution/marketing, and operation of private funds and separate account products. This includes preparing and negotiating private placement memoranda, partnership agreements, side letters, placement agreements, investment management agreements, and other fund-related documents.

• The AI intelligence layer. The models, agents, and systems that generate insights about investment performance and outcomes across Insights, Diligence, and other data-driven products. You decide what gets built, where AI creates leverage versus noise, and what ships.
• Evals and quality gates. AI output that reaches clients passes hard, automated evaluation firs...

• Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs
• Drive adoption of Allocate’s platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth

• Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.
• Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions.

• Build trusted relationships with CIOs, investment committees, and senior leadership at leading RIAs to help scale their private markets programs
• Drive adoption of Allocate’s platform across curated investment opportunities (from venture and growth to private equity and private credit), white label fund solutions, and Allocate Insights, focusing on driving adoption and revenue growth

• Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, with a primary focus on establishing and growing relationships with new wealth advisory firms.
• Serve as a trusted advisor, educating firms on private market strategies and the benefits of Allocate's platform and suite of investment and technology solutions.