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 access 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
Allocate is looking to add a Senior Data Operations Analyst to the team in New York! There's a lot for us to build, and we need a sharp, detail-oriented operator who can jump right in to help us lay the foundation for the company's future.
Essential Responsibilities and Duties
Review and validate data for accuracy and completeness.
Identify, investigate, and resolve data issues and exceptions.
Own day-to-day operational workflows end to end.
Partner with the data and engineering teams to improve quality and process.
Build and document repeatable, scalable operating procedures.
Must Have Experience
3+ years in operations, data operations, or fund/financial operations.
Detail-oriented, with strong, consistent judgment under SLAs.
Comfort with data and modern software, including AI-assisted tools.
Nice to Haves
Education
Essential Values & Culture
Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners—extraordinary response times, proactivity, and a top-tier experience in everything from product strategy to offline communications.
Challenge convention: Instead of detailing all the reasons an idea may not work, we question things to determine how a viable idea may be put into motion.
Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
Meritocracy, not politics: We place the utmost value on results and reward through merit, not political agendas.
Civil Discourse is embraced: Open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount, but the mission is to get the right answer collectively, not to be right.
Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better—especially around AI and automation—and drop outdated methods without hesitation.
Additional Details
Location: On-site in New York, NY (this role is in-person).
Employment: Full-time. Seniority: Mid-to-senior professional.
Salary: The expected base salary range for this role is $95,000 to $135,000. Actual compensation will be determined based on job-related factors including skills, experience, qualifications, interview performance, internal equity, and market data. This range reflects base salary only and does not include bonus, equity, or benefits; total compensation may also include a discretionary performance-based bonus.
Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO).
Travel may be required for team and department offsites. Compliance with Allocate's Code of Ethics is a given for this role.
