Allocate · 2 months ago
Managing Director, Private Investments (Remote)
United States
Full-time
Remote
Senior Level, Lead/Staff
$200K/yr - $225K/yr
10+ years expAllocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. They are seeking a seasoned investment professional to lead their Private Investments team, focusing on manager and co-investment research across various asset classes while building the infrastructure for modern private market access.
FinanceFinancial ServicesImpact Investing
No H1B
Responsibilities
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
Build and maintain deep relationships with leading GPs, including deal structuring, access negotiations, and ongoing partnership development
Proactively source differentiated fund and co-investment opportunities through targeted outreach, industry relationships, and market intelligence
Prepare and present clear, balanced investment recommendations to the Allocate Investment Committee, synthesizing complex analysis into actionable insights
Partner with product, technology, and operations teams to refine platform capabilities and enhance the client investment experience
Oversee post-investment updates, quarterly reporting, and ongoing portfolio analytics to support client transparency and performance tracking
Develop market insights, thematic research, and content that position Allocate as a leading voice in private markets
Manage and lead junior investment team members and help build repeatable processes and frameworks for investment evaluation
Represent Allocate at industry conferences, GP meetings, and client events as a subject matter expert and firm ambassador
Qualification
Required
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
Preferred
CFA, CAIA, or equivalent credentials preferred
Benefits
Medical
Dental
Vision
401(k)
Responsible time off
Company
Allocate
Allocate provides a private markets platform that enables advisors and family offices to manage tailored investment portfolios.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$60.8MKey Investors
Portage VenturesM13
2025-09-03Series B· $30.5M
2023-09-21Series Unknown· $10M
2022-05-04Series A· $15.3M
Leadership Team
Samir Kaji
CEO and co-founder
Recent News
Alternative Credit Investor
2026-01-07
Alternative Credit Investor
2026-01-07
Company data provided by crunchbase