Managing Director, Private Investments

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November 18

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Allocate

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Finance • Fintech • Wealth Management

Allocate is a private markets platform that empowers wealth advisors and family offices to build and manage high-quality investment portfolios through intelligent curation, tracking, and personalized infrastructure. The platform offers a variety of solutions including fund launching, client portfolio management, and access to curated private market opportunities. Allocate provides resources such as educational content, webinars, and community events, facilitating informed investment decisions for its clients. With a strong focus on high-net-worth clients and wealth advisory firms, Allocate aims to enhance the private market investing experience.

51 - 200 employees

Founded 2021

💸 Finance

💳 Fintech

💰 Venture Round on 2023-09

📋 Description

• 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. • Build and maintain deep relationships with leading GPs, including deal structuring, access negotiations, and ongoing partnership development. • Proactively source differentiated fund and co-investment opportunities through targeted outreach, industry relationships, and market intelligence. • Prepare and present clear, balanced investment recommendations to the Allocate Investment Committee, synthesizing complex analysis into actionable insights. • Partner with product, technology, and operations teams to refine platform capabilities and enhance the client investment experience. • Oversee post-investment updates, quarterly reporting, and ongoing portfolio analytics to support client transparency and performance tracking. • Develop market insights, thematic research, and content that position Allocate as a leading voice in private markets. • Manage and lead junior investment team members and help build repeatable processes and frameworks for investment evaluation. • Represent Allocate at industry conferences, GP meetings, and client events as a subject matter expert and firm ambassador.

🎯 Requirements

• 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.

🏖️ Benefits

• Medical • Dental • Vision • 401(k) • Responsible time off