Managing Director / Senior Director, Investments & Research

Managing Director, Private Investments

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

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

Why Allocate?

Additional Information

Location : Bay Area Preferred Compensation : $200K-$225K base + bonus + equity Benefits : Medical, dental, vision, 401(k), responsible time off Employment : Full‑time

Compliance : This role is subject to Allocate's Code of Ethics and all related compliance obligations.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.

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