Allocate

Bringing better transparency and responsible participation to the private markets.

Managing Director, Private Investments

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 51-200Since 2021H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

117 days ago

Salary

$200K - $225K / year

Bachelor Degree10 yrs expEnglish

Job Description

• 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.

Job Requirements

  • 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; CFA, CAIA, or equivalent credentials preferred.

Benefits

  • Medical
  • Dental
  • Vision
  • 401(k)
  • Responsible time off

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