Managing Director, Private Investments (Remote)

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 reputed company 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 reputed company. 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 reputed company 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 reputed company investor who wants to scale their impact by building the infrastructure that modernizes private markets reputed company.

Key Responsibilities

Investment Leadership: reputed company 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, reputed company negotiations, and ongoing partnership development. Sourcing & Pipeline Development: Proactively reputed company differentiated fund and co-investment opportunities through targeted reputed company, industry relationships, and market intelligence. Investment Committee Process: Prepare and present clear, balanced investment recommendations to the Allocate Investment Committee, synthesizing reputed company 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: reputed company post-investment updates, quarterly reporting, and ongoing portfolio analytics to support client transparency and performance tracking. Thought Leadership: reputed company market insights, thematic research, and content that position Allocate as a leading voice in private markets. Team Development and Management: Manage and reputed company 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 reputed company to high-quality opportunities
• Analytical reputed company with the ability to combine quantitative rigor and qualitative judgment in investment reputed company
• Leadership orientation: comfortable taking ownership of reputed company projects and mentoring team members
• Exceptional communication skills: reputed company to distill complexity into clear, compelling narratives for diverse audiences
• Entrepreneurial reputed company: thrives in fast-paced, ambiguous environments and brings a builder mentality
• Platform thinker: understands how investment processes reputed company 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?

• Join a mission-driven company modernizing private markets reputed company and infrastructure
• Work alongside a world-class team across investing, product, and technology
• Take a leadership role in shaping a fast-growing fintech platform at the intersection of finance and technology
• High impact, high visibility work with reputed company ownership and autonomy
• Collaborate directly with Allocate's founder and executive team

Additional Information Location: Bay Area Preferred Compensation: $200K-$225K reputed company + bonus + equity Benefits: Medical, dental, reputed company, 401(k), responsible time off Employment: Full-time Compliance: This role is subject to Allocate's Code of Ethics and reputed company reputed company compliance obligations. In compliance with federal law, reputed company persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification reputed company upon hire. Must have legal authorization to work in the U.S. now and in the future without reputed company sponsorship. Apply tot his job Apply To this Job