Allocate is hiring: Building Hyper-personalization in private market investing
We are hiring for a key role
“For full details go the Allocate website*
Expanding Allocate’s Asset Advisory Business: Why We're Looking for a Private Market Advisor
Private market assets under management have surged past $13 trillion, with projections to exceed $25 trillion by decade's end. While democratization of these assets continues to progress, responsible investing involves hyper-personalization at its core. Outside of whether an investment opportunity is high quality, portfolio fit to the investor is critically important. Leveraging expertise along with data driven methodologies to arrive at highly bespoke portfolio models is the future. At Allocate (the company I co-founded), we are reshaping the future of the private markets.
Why We're Growing Our Advisory Arm
While our business extends from portfolio management tooling to private market administration and management, our asset advisory business is designed to deliver personalized institutional-grade private market investing to investors. With nearly $1B in assets managed/advised and growing, we are looking to add high quality private market experts that can work with our family office, institutional, and HNW clients.
The right candidate will need to understand and leverage every aspect of Allocate's platform:
Deep expertise in portfolio construction across venture capital, private equity, private credit, etc. You'll create sophisticated investment strategies that leverage our full platform capabilities.
Technology-Enabled Insights: Ability to harness our portfolio management software and analytics to deliver unprecedented visibility and personalized portfolio models for clients.
Operational Innovation: Experience translating our private market administration capabilities into tangible benefits for clients, streamlining their investment operations and reporting.
Ambitious Growth Mindset: The drive to constantly push boundaries, identify new opportunities, and scale our advisory business.
This person will work at the intersection of all our business lines – advisory, technology, and administration. They'll need the ambition to identify opportunities across these areas and the drive to turn them into reality.
The Impact You Can Have
For someone who combines deep expertise with ambition, this role offers a chance to:
Scale our advisory business with sophisticated investors
Shape how clients shape our full platform capabilities
Drive innovation in how clients access and manage private market investments
Build a track record of success in one of private markets' fastest-growing segments
What We're Building
We're building an integrated platform that transforms how investors access, manage, and succeed in private market investing. Our capital advisory business is a crucial piece of this vision, and we need someone with the ambition and expertise to help drive its growth.
If you're excited about solving complex problems for sophisticated investors, have the passion to build something transformative, and want to help shape the future of private market investing, we should talk (application here). The complexity of private markets isn't going away – but with the right approach, the right technology, and most importantly, the right people, we can make it work better for everyone.