Allocate
The Senior Fund Accountant at Allocate's Atlas Fund Services unit owns end-to-end operations for complex private market funds, including financial accounting, capital calls, distributions, and investor reporting. This senior individual contributor role serves as a technical resource and reviewer for the team, interpreting partnership agreements and leading audits. The position also involves partnering with product and engineering to automate workflows and improve operational efficiency.
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.
31% above the average for this role