New Job Posting Alert: Unlocking private markets with Allocate
Since launching in 2021, Allocate (the company I co-founded) has been focused on transforming the private market investing experience through improving transaction ease, transparency, and inclusivity for investors. As more companies choose to stay private longer, the influence and size of private markets are growing—currently estimated at over $13 trillion and expected to double by 2030.
We are excited to announce a new role we are hiring for.
First, what Allocate does:
At Allocate, we specialize in two main areas to empower investors to build robust private market portfolios:
Investment Opportunities: We source diligence and gain access to private opportunities that can be personally tailored to each investor's unique profile.
Streamlined Portfolio Management: Our digital platform is designed to alleviate the administrative burdens associated with private market investing, helping wealth advisory firms and other investors save time and cost on private market transactions, administration, and ongoing management.
Regarding investment opportunities, we are not an open marketplace of fund opportunities. Instead, we leverage our expertise, relationships, and research to offer the highest quality venture capital and private equity opportunities. As of this writing, we have provided opportunities to over 60 managers (>30% of which have been emerging managers) that Allocate users have deployed nearly $700MM into.
It requires a world-class team of private market experts to continually bring the highest potential opportunities to our wealth advisor and family office clients. I'm excited about our new job posting for our growing Investment and Research Team. While the job spec is linked here, Allocate has a particular set of traits that are incredibly important:
You are curious and ambitious. With a constantly evolving investment landscape, you'll need a beginner's mindset and a relentless drive to innovate and build. Building a company to reshape private markets' operations requires a team of curious, ambitious people.
You love building and nurturing relationships. Long-term, strategic relationships are critical to our success. You should enjoy nurturing our connections, emphasizing long-term value over a short-term transactional mindset. You should be skilled in empathetic communication and understand the importance of trust and reliability in business interactions. This trait is more than just networking; it's about creating a foundation of trust that enables mutual growth and success.
Critical Thinking. Critical thinking is indispensable in this role. You must analyze vast amounts of data to identify viable investment opportunities and potential risks. To succeed, you will have to use these quantitative and qualitative data points to form your own decision-making rubric. The ability to discern patterns, challenge assumptions, and propose well-reasoned arguments will set you apart and allow us to find the outlier opportunities that extend beyond brand names and to emerging managers.
You are a great communicator. Effective communication is key to our success. You will represent Allocate in discussions with fund managers, investors, and industry peers, so the ability to articulate complex ideas clearly and persuasively is crucial. This role will require presenting to the investment committee, leading webinars, writing thought pieces, and interacting with clients of all types.
You are passionate about unlocking the potential of the private markets. We look for a genuine passion for the private markets. You should believe in the power of these markets to create value and be motivated by the challenge of unlocking their full potential. This passion should be evident daily in your desire to drive change and innovate within our sector. We are looking for someone who is not just fulfilling a role but is committed to significantly impacting how private markets operate and thrive.
If this sounds like you, apply now to become a strategic part of Allocate and help us unlock the potential of the private markets for investors and fund managers alike. We are excited to hear from you.