Allocate

Role Description We're looking for a Lead Product Designer I to shape the next phase of design at Allocate, a leadership-track role combining project ownership, cross-functional influence, and early people management. - Lead projects end to end, coordinate across squads, and partner closely with PMs, engineers, and stakeholders. - Raise the quality bar and help junior designers grow. - Understand the complexities of private markets, including funds, co-investments, capital calls, distributions, and portfolio reporting. - Utilize tools like Figma, Claude, Cursor, and Magic Patterns for rapid prototyping and validation. Qualifications - 5+ years in product design with increasing responsibility. - Experience leading projects through full design cycles, from discovery to delivery. - Genuinely curious about complex financial topics. - Comfortable building interactive prototypes, ideally in Figma and Magic Patterns. - Strong systems thinking with a track record of scalable, maintainable interfaces. - Strong collaboration skills with engineers, PMs, and stakeholders. - Experience with design systems and component libraries. - Strong communication and storytelling skills. - Experience mentoring or managing junior designers. - Familiarity with fintech or private markets is a strong plus. Requirements - Coordinate design across squads: run design syncs, manage dependencies, and keep projects moving. - Collaborate closely with PMs, engineers, and stakeholders to define problems and shape solutions. - Develop real working knowledge of private markets and client workflows. - Use AI-assisted tools for research synthesis, exploration, and prototyping. - Identify user- and system-level opportunities to improve usability, performance, and consistency. - Improve team processes, design systems, and tooling. - Mentor designers (IC2 and below) through feedback, reviews, and 1:1 coaching. - Support recruiting and begin operating as a hiring manager for junior design roles. - Communicate design decisions clearly, framing the work in terms of user value and business outcomes. Benefits - Medical, dental, and vision insurance. - Responsible time off (RTO). - 401(k) plan. Company Description Allocate is rebuilding private market investing for RIAs and family offices. Our platform brings together curated fund and co-investment opportunities, institutional-grade infrastructure, and the tracking, analytics, and administration tools clients need to model and manage exposure across various private asset classes.

Role Description Allocate is looking to add a Platform Engineer to the team! There's a lot for us to build, and we need a versatile engineer with a broad skillset who can jump right in to help us lay the technical foundation for the company's future. - Design, build, and operate reliable, scalable backend services and data pipelines. - Work across our cloud infrastructure (AWS) to ship and run production systems. - Improve the performance, reliability, and observability of the systems you own. - Automate manual processes and reduce operational overhead. - Write high-quality, well-tested, maintainable code as part of a cross-functional squad. Qualifications - 4+ years of backend or data engineering experience, with strong Python (or a similar language). - Hands-on experience building and operating production systems on AWS. - Experience designing reliable, scalable data pipelines or backend services. - Solid SQL and data fundamentals. - Proficiency with Git and version control systems in general. - Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI's Codex, or Cursor, and a demonstrated ability to continuously evaluate and incorporate new tools as they emerge. Requirements - Docker and containerized deployments (e.g., AWS ECS/EKS). - Snowflake or other modern data warehouses. - Workflow or process automation experience. - Background in fintech or financial data. Education - Bachelor's degree in Computer Science, a similar technical field, or equivalent practical experience. Benefits - Medical, dental, and vision; 401(k); and responsible vacation time (PTO). - Travel required for team and department offsites. - An in-person interview may be required during the process. - A broadband internet connection is required. - Compliance with Allocate's Code of Ethics is a given for this role.

Role Description Allocate is looking to add a Senior Data Quality & Observability Engineer to the Data Operations team! There's a lot for us to build, and we need a strong engineer with a broad skillset who can jump right in to help us lay the technical foundation for the company's future. - Build and own data quality and observability across our data platform. - Profile data, define quality rules, and catch issues early. - Establish quality metrics, monitoring, and alerting, and track quality SLAs. - Investigate and resolve data issues at their source. - Partner with data engineering and business stakeholders on quality standards and reporting. Qualifications - 5+ years in data engineering, analytics engineering, or data quality, with deep SQL and hands-on Snowflake. - Experience with data quality or observability tooling (e.g., dbt tests, Great Expectations, Soda, or Monte Carlo). - Hands-on data profiling and experience defining quality rules, metrics, and SLAs. - Strong analytical skills and the ability to partner with business stakeholders. - Proficiency with Git and version control systems. - Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI's Codex, or Cursor, and a demonstrated ability to incorporate new tools as they emerge. Requirements - dbt and modern ELT / orchestration tooling. - Data governance, cataloging, or lineage tools. - Background in fund, asset-management, or other financial data. Education - Bachelor's degree in a technical or quantitative field, or equivalent practical experience. Benefits - Medical, dental, and vision; 401(k); and responsible vacation time (PTO). - Travel required for team and department offsites. - An in-person interview may be required during the process. - A broadband internet connection is required. - Compliance with Allocate's Code of Ethics is a given for this role.

Role Description Allocate is looking to add an AI / Extraction Engineer to the team! There's a lot for us to build, and we need a strong engineer with a broad skillset who can jump right in to help us lay the technical foundation for the company's future. Essential Responsibilities and Duties - Build, train, and improve machine-learning models for production use. - Develop evaluation and feedback loops that measurably improve model performance over time. - Stand up the tooling to measure, monitor, and track model quality. - Evaluate new models and techniques, and bring the best into production. - Collaborate cross-functionally to ship ML-powered capabilities. Qualifications - 4+ years of applied ML / LLM engineering in production, with strong Python. - Experience taking models from prototype to reliable production systems. - Hands-on model fine-tuning and rigorous evaluation discipline. - Proficiency with Git and version control systems. - Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI's Codex, or Cursor, and a demonstrated ability to incorporate new tools as they emerge. Requirements - Applied NLP, computer vision, or multimodal models. - MLOps and model-monitoring tooling. - Background in fintech or financial data. Education - Bachelor's degree in Computer Science, a similar technical field, or equivalent practical experience. Benefits - Medical, dental, and vision; 401(k); and responsible vacation time (PTO). - Travel required for team and department offsites. - An in-person interview may be required during the process. - A broadband internet connection is required. - Compliance with Allocate's Code of Ethics is a given for this role. Essential Values & Culture - Providing our clients with a world-class experience is our number one priority. - We obsessively search for ways to improve the experience for our clients and partners—extraordinary response times, proactivity, and a top-tier experience in everything from product strategy to offline communications. - Challenge convention: Instead of detailing all the reasons an idea may not work, we question things to determine how a viable idea may be put into motion. - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve. - Meritocracy, not politics: We place the utmost value on results and reward through merit, not political agendas. - Civil Discourse is embraced: Open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount, but the mission is to get the right answer collectively, not to be right. - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better—especially around AI and automation—and drop outdated methods without hesitation. Additional Details - Location: Fully Remote (all I-9 eligible candidates will be considered). - Employment: Full-time. Seniority: Senior professional. - Salary: The expected base salary range for this role is $165,000 to $185,000. Actual compensation will be determined based on the candidate's primary work location and other job-related factors including skills, experience, qualifications, interview performance, internal equity, and market data. Candidates located in higher cost-of-living markets, including the San Francisco Bay Area, may be considered within the higher end of the range. This range reflects base salary only and does not include bonus, equity, or benefits; total compensation may also include a discretionary performance-based bonus.

Role Description Allocate is looking for a Senior Data Engineer to help build out the data infrastructure that powers our analytics, reporting, and data-driven product features. In this role, you will partner closely with our data lead to model core financial entities, integrate internal and external sources, and build the pipelines and infrastructure that let our engineering and product teams make informed decisions and ship compelling features. This is a fully remote position where you will work alongside our backend team (C#/.NET) and frontend team (Node/Vue.js) to integrate data pipelines into our platform. Responsibilities - Build and Extend Data Architecture: - Build on and extend Allocate's data lakehouse on AWS. - Contribute to our knowledge graph that models key relationships (investors, funds, companies, etc.). - Integrate vector database for semantic search and retrieval across AI agents, models, and providers. - Develop Data Pipelines: - Create robust ETL/ELT pipelines to ingest, clean, and transform data. - Ensure both batch processing and real-time data streaming are handled. - Build pipelines with scalability and reliability in mind. - Enable AI/ML Capabilities: - Work closely with data science and engineering team to provision data and infrastructure for machine learning models. - Prepare training datasets and set up feature stores. - Orchestrate workflows that feed LLM-based agents with the necessary context. - Engineering Excellence and Collaboration: - Partner with data lead and engineering team to deliver data and AI infrastructure. - Raise the bar through code review, testing, and adherence to best practices. - Work in cross-functional squads to incorporate data-driven features into the product roadmap. - Infrastructure and DevOps: - Collaborate with DevOps engineers to deploy and maintain data services. - Containerize and orchestrate data tools using Docker/Kubernetes on AWS EKS. - Implement CI/CD pipelines for data workflows. - Monitor the health and performance of data platforms. - Continuous Improvement: - Stay up to date with the latest in data engineering and AI. - Evaluate and recommend new technologies to improve pipeline reliability. - Encourage rethinking how things are done to build a world-class platform. Qualifications - 5+ years of hands-on experience in data engineering or related fields. - Strong experience working with AWS cloud services for data. - Proficiency in SQL and relational database design. - Fluency in at least one major programming language used in data engineering. - Understanding of machine learning models and data consumption. - Solid understanding of containerization and deployment. - Strong analytical and problem-solving skills. - Experience working in a regulated SEC environment. - Excellent communication skills and a collaborative mindset. - Bachelor’s degree in Computer Science or equivalent practical experience. Requirements - Experience with tools like S3, EC2, ECS, EKS, Athena, Redshift, Glue, and Step Functions. - Experience with data warehouses or lakehouses (e.g., Snowflake, Databricks Delta Lake). - Experience with graph databases and knowledge graph schemas. - Experience with Docker and Kubernetes for running distributed jobs/services. - Experience with workflow managers (Airflow, Prefect, dbt, or similar). Benefits - Medical, dental, and vision insurance. - 401(k) plan. - Responsible vacation time (PTO). - Travel required for team/department offsites. - A Broadband internet connection required.

Role Description We are hiring a Relationship Associate to help grow Allocate's partnerships with RIAs and wealth advisory firms. Based in the Midwest, you will cover firms across the country. The role sits at the heart of how Allocate works with wealth advisory firms. You will partner closely with Senior Relationship Managers and work directly with RIA firms and other allocators, helping them build scalable but tailored private markets programs spanning venture, growth equity, private equity, and private credit. At the core of this is a genuine effort to understand each firm you work with: their investment philosophy, what they are building for their clients, and the principles that shape how they operate. That depth of understanding is what turns a good partnership into a lasting one. This is a role for someone who is deeply client-centric, curious about private markets, and serious about building a career in the space. Over time, you will take on your own relationships and grow into a full Relationship Manager seat. Qualifications - 3–5 years of experience in financial services, wealth management, or asset management. - Experience in the RIA channel, alternatives, or a client-facing role is a strong plus. - Deep comfort with Salesforce as a primary working tool. - Strong analytical ability and confidence working with data. - Demonstrated ability to use AI tools in day-to-day work. - Strong relationship skills and the ability to hold credible, substantive conversations with senior investment professionals. - Highly organised and rigorous. - A high degree of self-direction and ownership. - Ambition to build a long-term career in private markets. Requirements - Identify and engage RIAs, wealth advisory firms, and family offices that could benefit from Allocate's platform and investment capabilities. - Reach out and follow up thoughtfully across email, calls, LinkedIn, and conferences to start the right conversations. - Bring Senior Relationship Managers into new firm conversations at the right moment. - Research prospective firms ahead of meetings: their investment philosophy, AUM, alternatives allocation, and the people who make decisions. - Keep pipeline data accurate so the team always has a clear picture of where things stand. - Work alongside Relationship Managers on active firm partnerships: preparing materials, tracking commitments, and making sure nothing gets missed. - Guide new firms through onboarding onto Allocate's platform and help them navigate curated investment opportunities. - Coordinate webinars, events, and roundtables that bring value to existing and prospective partner firms. - Serve as a reliable, responsive presence for the firms you work with. - Over time, take ownership of your own relationships as you build a track record at Allocate. Benefits - Work directly with some of the most sophisticated platforms in wealth management. - Help build the infrastructure powering private markets in the RIA channel. - Join a team of builders focused on client experience, operational rigor, and problem-solving. - Shape how the next generation of wealth platforms invests in private markets. Nice to Have - Series 65 or 66 (or willingness to obtain). - CFA or CAIA designation, or currently in progress. - Working knowledge of alternative investment structures and products. - Experience coordinating client events or industry conferences.

The Role We are hiring a Director / Senior Director, RIA Relationship Management to help lead Allocate’s growth with wealth advisory firms, specifically focused on Midwest wealth advisory firms. This role focuses exclusively on RIAs and wealth advisory firms, partnering with their CIOs, investment teams, and core operating partners, to help them build programmatic private markets portfolios using Allocate’s platform. You will operate at the intersection of investment expertise, consultative sales, and strategic relationship building, helping build the future of private markets. What You’ll Do - 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 - Lead the full relationship lifecycle from initial introduction to long-term partnership - Partner closely with the investment, product, and operations teams to deliver exceptional client outcomes, creating a consistent feedback loop between clients and product innovation - Be a leader out in the field for Allocate, representing Allocate at industry events and key client gatherings What We’re Looking For Qualifications - 7–10+ years of experience in relationship management, focused on RIAs and wealth advisory firms - Exceptional relationship-building ability with senior decision makers - Ability to explain complex investment strategies clearly - Background specifically in alternatives, technology sales, or a combination of both (Preference for strong technology background and interest) - Experience, knowledge and interest in sophisticated alternatives offerings, from venture growth, and private equity to co-investments and secondaries opportunities - Track record of sourcing and closing complex deals - Strategic account development mindset - High degree of self-direction and ownership - Comfort operating in a fast-moving, entrepreneurial environment Why Join Allocate - Work directly with some of the most sophisticated platforms in wealth management - Help build the infrastructure powering private markets in the RIA channel - Join a team of builders focused on client experience, operational rigor, and problem solving - Shape how the next generation of wealth platforms invest in private markets

About Allocate: Allocate is the intelligent operating system for private market investing. We help wealth advisors, institutional investors, and fund managers access curated opportunities, launch private vehicles, and manage portfolios without operational drag. Built for today’s market complexity and tomorrow’s scale, Allocate replaces fragmented workflows with a single, purpose-built platform. If you are driven to solve foundational problems and modernize how capital moves, this is where your work will matter. Job responsibilities: 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, as well as corporate governance matters, and other legal activities. The successful candidate should possess a strong understanding of private funds concepts, along with excellent organizational and communication skills. Responsibilities include (but would not be limited to): - Regulatory Compliance. Monitor and maintain compliance with relevant laws, regulations, applicable filings, and industry standards applicable to registered advisers and private investment funds, including requirements under the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and related rules. Assist in the preparation and submission of regulatory filings, reports, and disclosures to regulatory authorities. - Fund Formation. Manage and assist with the formation of investment vehicles, including initial filings and incorporation, the preparation and review of fund documentation such as limited partnership agreements, private placement memoranda, and subscription documents. - Investor Relations. Assist with investor onboarding, inquiries, and requests, including managing the review of subscription documentation, verification of client due diligence, and transfer requests. - Document Management. Draft, review, and maintain legal documentation, including Form ADV, client agreements, and compliance-related materials. Ensure proper recordkeeping to ensure records are maintained as required under applicable regulations and internal policies. - Internal Support. Collaborate with attorneys and other team members on various projects, providing legal support and contributing to the growth of Allocate. Qualifications: - At least 3-5 years of experience as a paralegal or legal assistant, in-house or at a law firm), with specific exposure to private funds, investment management, and applicable SEC regulations. - Strong organizational skills with the capability to manage multiple tasks and meet deadlines effectively, while maintaining keen attention to detail and accuracy in all work product. - Excellent written and verbal communication skills, with the ability to interact professionally with clients and team members. - Education: Bachelor’s degree. - Paralegal Certificate from an ABA Accredited paralegal training program strongly preferred. Essential Values & Culture: - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience. - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion. - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve. - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior. - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right. Additional Details: - Fully Remote Position - Broadband internet connection required - Reporting to: Head of Fund Solutions & Legal Operations - Location: All US candidates will be considered - Salary: $90k-$110k + bonus + equity - Benefits: Medical, dental, vision, responsible time off (RTO), and 401k - Employment: Full time - This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate

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. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes—backed by powerful tracking, analytics, and administration tools. About the Role Allocate is looking to add a new Senior Software Engineer II - Backend to the team! There’s a lot for us to build, and we need a developer with a broad skillset who can jump right in to help us lay the technical foundation for the company’s future. Essential Responsibilities and Duties - Design & implement new features and endpoints in backend APIs - Design & implement schema changes to support these new features - Participate in an Agile-based development environment - Work as part of an independent, cross-functional squad to deliver critical features for our platform - Build high-quality, scalable, and testable code that will help drive engineering maturity and efficiency Must Have Experience - 5+ years of object-oriented software engineering experience (C#, Java, etc) - 5+ years of experience with SQL-based databases (Postgres ideally) - Must understand how to design a schema that will result in a performant application (for example: when to add an index, and to which fields) - 3+ years C# experience - 2+ years experience developing REST APIs - Proficiency with Git and version control systems in general - Hands-on experience with AI-assisted development tools such as Claude Code, OpenAI’s Codex, or Cursor, and a demonstrated ability to continuously evaluate and incorporate new tools into your workflow as they emerge Nice to Haves - ASP.NET Web API development experience - Familiarity with basic ORM concepts (such as Dapper, Entity Framework, etc) - Familiarity with FluentMigrator - Docker and Docker Compose experience - AWS ECS/EKS experience Education - Bachelor’s degree in Computer Science, similar technical field of study, or equivalent practical experience Essential Values & Culture - Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications is a top-tier client experience. - Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly question things to determine how a viable idea may be put into motion. - Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve. - Meritocracy, not politics: We place the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior. - Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always to get the right answer collectively, not to be right. - Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted development tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress, we value adaptability and curiosity. Additional Details: - Fully Remote Position - Travel required for offsites - An in-person interview may be required during the interview process - A Broadband internet connection required - Seniority: Mid-level - Location: All I-9 eligible candidates will be considered - Salary: $145-175K base, competitive early-stage fintech startup package (salary + bonus + equity) - Benefits: Medical, dental, and vision. 401(k), and responsible vacation time (PTO) - Employment: Full-time - Compliance with Allocate's Code of Ethics is a given for this role. The base pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will begin at the top of the range, though this may occur on a case-by-case basis.

• Design & implement new features and endpoints in backend APIs • Design & implement schema changes to support these new features • Participate in an Agile-based development environment • Work as part of an independent, cross-functional squad to deliver critical features for our platform • Build high-quality, scalable, and testable code that will help drive engineering maturity and efficiency