01Overview
About the Role
We're seeking a seasoned investment professional to join our Private Investments team in a leadership capacity. You'll help drive our manager and co-investment research efforts across venture capital, private equity, and other private asset classes.
This role combines deep investment expertise with platform-building. You'll lead diligence processes, cultivate relationships with fund managers, and help shape how Allocate sources, evaluates, and delivers differentiated opportunities to our clients.
This is an ideal opportunity for an experienced investor who wants to scale their impact by building the infrastructure that modernizes private markets access.
Key Responsibilities
Investment Leadership: Lead quantitative and qualitative research and due diligence on private market managers and co-investment opportunities across venture capital, private equity, and adjacent asset classes.
GP Relationship Management: Build and maintain deep relationships with leading GPs, including deal structuring, access negotiations, and ongoing partnership development.
Sourcing & Pipeline Development: Proactively source differentiated fund and co-investment opportunities through targeted outreach, industry relationships, and market intelligence.
Investment Committee Process: Prepare and present clear, balanced investment recommendations to the Allocate Investment Committee, synthesizing complex analysis into actionable insights.
Cross-Functional Collaboration: Partner with product, technology, and operations teams to refine platform capabilities and enhance the client investment experience.
Portfolio Monitoring & Reporting: Oversee post-investment updates, quarterly reporting, and ongoing portfolio analytics to support client transparency and performance tracking.
Thought Leadership: Develop market insights, thematic research, and content that position Allocate as a leading voice in private markets.
Team Development and Management: Manage and lead junior investment team members and help build repeatable processes and frameworks for investment evaluation.
Market Representation: Represent Allocate at industry conferences, GP meetings, and client events as a subject matter expert and firm ambassador.
Qualifications
10+ years of experience in private markets investing (venture capital, private equity, fund-of-funds, family office, institutional allocator, or similar)
Deep expertise in manager research and fund evaluation, with a strong understanding of fund structures, market dynamics, and emerging trends
Proven track record of building GP relationships and securing differentiated access to high-quality opportunities
Analytical excellence with the ability to combine quantitative rigor and qualitative judgment in investment decisions
Leadership orientation: comfortable taking ownership of complex projects and mentoring team members
Exceptional communication skills: able to distill complexity into clear, compelling narratives for diverse audiences
Entrepreneurial mindset: thrives in fast-paced, ambiguous environments and brings a builder mentality
Platform thinker: understands how investment processes intersect with technology, operations, and client experience
Meticulous attention to detail with strong organizational and follow-through capabilities
Bachelor's degree required; CFA, CAIA, or equivalent credentials preferred
Essential Values & Culture
Extreme Client Service: We approach every interaction with urgency, clarity, and accountability. Whether supporting investors, partners, or colleagues, we take ownership until the issue is resolved always aiming to simplify, not complicate.
Relentless Problem Solving: We dont stop at identifying challenges; we work through them. Our mindset is How do we make this work not Why wont it Every obstacle is an opportunity to improve, innovate, and deliver solutions that move us forward.
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.
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.
Additional Details
Location: Bay Area Preferred
Compensation: $200K-$225K base + bonus + equity
Benefits: Medical, dental, vision, 401(k), responsible time .
