Allocate Jobs in United States

We founded Allocate with the simple mission of making investing in top-tier private alternatives within the technology sector more accessible for a broader set of investors. · ...

As a senior member of Allocate's legal team,you will play a dynamic and vital role in supporting Allocate's long-term growth. · You will be responsible for providing comprehensive assistance with fund formation,onboarding,fund filings,regulatory compliance,corporate governance ma ...

Senior Fund Formation AttorneyResponsibilitiesAs a senior member of Allocate's legal team, you will play a dynamic and vital role in supporting Allocate's long-term growth.You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings ...

We're seeking a Fund & Co-Investment Research Associate to join our Private Investments team. · ...

We help wealth advisors, institutional investors and fund managers access curated opportunities launch private vehicles and manage portfolios without operational drag. · ...

· Review and validate extracted data from client investment documents capital calls account statements distributions tax docs etc · ...

We're seeking a Fund & Co-Investment Research Associate to join our Private Investments team.This isn't a traditional allocator role, · You'll evaluate venture capital and private equity opportunities, · You need to deeply understand opportunities, · Equally important,you'll own ...

As a member of Allocate's legal team, you will play a dynamic and vital role in supporting Allocate's long-term growth. · ...

We are seeking a Managing Director and/or Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. · Develop and manage relationships with RIAs, multi-family offices, and independent wealth managers, · Serve as a trusted advisor, · Partn ...

We're seeking a Fund & Co-Investment Research Associate to join our Private Investments team. · This isn't a traditional allocator role, · as you'll be a critical connector between world-class fund managers, · wealth advisory CIOs and help build and manage our technology platform ...

+About Allocate: intelligent operating system for private market investing. Wealth advisors, institutional investors and fund managers access curated opportunities, launch private vehicles and manage portfolios without operational drag. · +Regulatory Compliance. · Fund Formation. ...

Purpose: We founded . Our mission revolves around making investing in top-tier private alternatives within the technology sector more accessible. · ...

We're looking for a highly driven Senior Product Operations to strengthen our platform operations and internal workflows as we scale. · This role will focus on ensuring smooth onboarding, data accuracy, and client delivery — while building the systems and accountability we need t ...

We help wealth advisors institutional investors and fund managers access curated opportunities launch private vehicles and manage portfolios without operational drag. · Regulatory Compliance. Monitor and maintain compliance with relevant laws regulations applicable filings and in ...

Allocate is looking for an InfoSec Lead to own and evolve our information security program as we scale. · ...

We are seeking a Fund Operations Analyst to join our team at Atlas Fund Services. As a member of our team, you will play a dynamic and vital role in supporting Allocate's long-term growth. · Work alongside the Fund Administration team with a focus on cash managementMonitor cash a ...

As a member of Allocate's legal team, you will play a dynamic and vital role in supporting · Allocate's long-term growth.You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, · corporate governance mat ...

We're looking for a highly driven Senior Product Operations to strengthen our platform operations and internal workflows as we scale. · 7+ years of experience in operations, client delivery, or related functions in fast-paced, high-growth environments (fintech, SaaS, or professio ...

Data Quality Analyst plays a critical role in ensuring the accuracy reliability integrity of client investment data across our platform. · Responsibilities · Review and validate extracted data from client investment documents. · Correct errors ensure data meets accuracy completen ...

This role is for a Senior Director of Investor Services & Operations in Palo Alto. The person will lead a team that services Allocate's 4,000+ investors across 150+ funds. · ...