Allocate
The Fund Operations Analyst will manage daily execution for over 150 funds on the Allocate platform, handling capital calls, wire transfers, expense reconciliation, and related record-keeping. The role focuses on automating workflows, improving client experience, and scaling operations efficiently as the fund count grows.
Headquarters
Palo Alto, California, United States
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for portfolio management, reporting, and streamlined operations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Allocate.
30% above the average for this role