Jobs at Allocate

Build Allocate’s People and Talent function from the ground up. Design employee lifecycle programs, HR processes, talent operations, onboarding, engagement, learning, rewards, and retention initiatives. Implement and manage the HR technology ecosystem, improve workflows and data integrity, analyze workforce metrics, and advise managers on employee and team issues. Establish scalable processes supporting growth across multiple geographies while partnering cross-functionally in a fast-paced startup environment.

Build and maintain automation-first test coverage for web applications across E2E user flows and REST APIs. Use AI tools such as Claude Code to accelerate test creation, troubleshoot failures, investigate logs, and support root-cause analysis. Collaborate with engineering and product teams on test planning, champion quality and testability, and develop deep product-domain expertise. The role is fully remote with travel required for offsites.

Own full-cycle recruiting for engineering, product, and design teams as Allocate’s first dedicated technical recruiter. Build structured interview frameworks, sourcing strategies, talent communities, employer branding, recruiting operations, and scalable workflows. Partner with founders and technical leaders, coach interviewers, manage agencies, source passive candidates for specialized roles, and use AI tools to improve efficiency. This is a hands-on function-of-one role in a hybrid early-stage environment.

Manage end-to-end fund operations for 150+ funds including capital calls, distributions, wires, reconciliations, lines of credit, fee and expense tracking, and investor inquiries. Coordinate with fund admins, banks, custodians, and internal teams, document processes, resolve operational breaks, and drive client-focused issue resolution and scalable workflows.

Own end-to-end accounting and operations for complex private equity and venture capital funds, including allocations, capital calls, distributions, investor reporting, cash management, financial statements, and audit support. Review accountants’ work, interpret partnership agreements and side letters, calculate waterfalls and fees, coordinate with external providers, mentor colleagues, and partner with product and engineering teams on automation and process improvements.

Provide legal support for private fund formation and operations, including drafting and negotiating fund documents, regulatory filings (Form ADV, PF, D), investor onboarding, corporate governance, and compliance for registered advisers and private investment funds. Collaborate with internal teams, external counsel, and contribute to development of investment and technology products.

Lead as a technical operator between product, engineering, design, and leadership to remove blockers, accelerate delivery, and compress feedback loops. Drive rapid prototyping-to-production cycles, introduce AI tooling and lightweight processes, directly contribute to delivery, surface risks and dependencies, and scale team workflows so the product organization ships higher-quality features faster.

Own and build Allocate’s design function across product, design systems, and brand. Lead hands-on product design for complex private-market workflows, establish quality and validation practices, shape product strategy with executive and engineering leadership, and hire, coach, and develop a distributed design team. The role requires deep institutional finance or private-markets knowledge, strong prototyping skills, and fluency with Figma, Magic Patterns, and Claude. This hybrid position requires three days weekly in the Palo Alto office.

Build and ship end-to-end features across Vue.js and TypeScript interfaces, C#/.NET APIs, and PostgreSQL schemas. Work autonomously within a cross-functional squad to develop client and admin portals, improve scalability, ensure security and quality, and deliver production-ready software. Use AI coding agents such as Claude Code, Cursor, and Codex as a core development workflow, evaluate emerging tools, and help establish repeatable AI-assisted engineering practices.

Lead relationships with RIAs and wealth advisory firms to scale private markets programs using Allocate's platform. Drive platform adoption, revenue, and long-term partnerships across alternatives offerings; collaborate with investment, product, and operations teams; represent Allocate at industry events.

Lead and expand relationships with RIAs, multi-family offices, and private wealth managers to drive adoption of Allocate's private markets platform. Serve as a trusted advisor on private equity, venture capital, co-investments, and portfolio construction; deliver training, thought leadership, and high-touch relationship management. Provide market feedback to internal teams and represent the firm at industry events to grow brand presence.

Own and build AI-first internal operating systems and workflow automation for sales, marketing, operations, compliance, and revenue. Partner cross-functionally to replace manual processes with robust, reliable, AI-powered systems that scale the business and reduce manual work.

Build, train, fine-tune, evaluate, and deploy machine learning and LLM models for production. Create monitoring, evaluation, and feedback tooling, evaluate new techniques, and collaborate cross-functionally to ship ML-powered features.

Build and scale Allocate's AWS-based data lakehouse and pipelines (batch and real-time). Model financial entities and integrate internal/third-party sources. Enable ML/AI workflows, vector and knowledge-graph integrations, CI/CD and containerized deployments, and collaborate with engineering to deliver reliable, production-grade data and AI infrastructure.