Remote Jobs at Allocate
Allocate
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
November 18
Fund Accountant at Allocate managing fund operations in a remote capacity. Engaging with clients and teams to improve fund administration processes and reporting requirements.
🇺🇸 United States – Remote
💰 Venture Round on 2023-09
⏰ Full Time
🟢 Junior
🟡 Mid-level
💲 Accountant / Accounting
November 18
Job not on LinkedIn
Atlas Fund Operations Analyst supporting fund administration and client servicing at Allocate. Focused on cash management and operational processes within a remote team environment.
November 18
Job not on LinkedIn
Managing Director, Private Investments leading research efforts for Allocate's private market platform. Drive manager relationships and investment processes across various asset classes.
🇺🇸 United States – Remote
💵 $200k - $225k / year
💰 Venture Round on 2023-09
⏰ Full Time
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
October 24
Job not on LinkedIn
Marketing Automation & Systems Lead architecting and scaling the martech systems for Allocate’s go-to-market engine. A hands-on builder in a high-growth fintech platform.
🏄 California – Remote
🗽 New York – Remote
💵 $100k - $140k / year
💰 Venture Round on 2023-09
⏰ Full Time
🟠 Senior
⚙️ Marketing Operations
September 28
Job not on LinkedIn
Junior freelance graphic designer producing polished digital assets and presentation decks for Allocate, operating system for private market investing.
🇺🇸 United States – Remote
💵 $30 - $55 / hour
💰 Venture Round on 2023-09
⏳ Contract/Temporary
🟢 Junior
✍️ Graphics Designer
🚫👨🎓 No degree required
September 23
Job not on LinkedIn
Own and scale Allocate’s martech stack to drive revenue and reporting for a private markets investing OS.
🏄 California – Remote
🗽 New York – Remote
💵 $100k - $140k / year
💰 Venture Round on 2023-09
⏰ Full Time
🟠 Senior
🎡 Marketing
