Allocate · 3 weeks ago
Fund & Co-Investment Research Associate
Palo Alto, CA
Full-time
Onsite
Mid Level
$160K/yr - $200K/yr
3+ years expAllocate is transforming private market investing by enabling wealth advisory firms to seamlessly build and manage high-quality private market programs. The Fund & Co-Investment Research Associate will evaluate venture capital and private equity opportunities, conduct manager diligence, and engage with wealth advisor investment teams to facilitate confident investment decisions.
FinanceFinancial ServicesImpact Investing
No H1B
Responsibilities
Conduct quantitative and qualitative research on private market managers and co-investment opportunities across venture capital, private equity, and adjacent asset classes
Prepare balanced investment analysis and recommendations
Spend substantial time with wealth advisor CIOs and their investment teams discussing curated opportunities
Field detailed questions, articulate investment theses, and provide real-time analysis that demonstrates deep command of each deal
Build and maintain relationships with fund managers, including structuring conversations, access discussions, and ongoing partnership development
Own platform content integrity—ensure investment materials are updated, copy is accurate and compliant, and all client-facing documentation meets our quality standards
Proactively source differentiated fund and co-investment opportunities through targeted outreach, industry relationships, and market intelligence
Partner with product, technology, and operations teams to refine platform capabilities and enhance the client investment experience
Support post-investment updates, quarterly reporting, and ongoing portfolio analytics for client transparency
Develop insights and content that position Allocate as a leading voice in private markets
Qualification
Required
3+ years of experience in venture capital, private equity, wealth management, investment banking, or related fields
Deep industry knowledge of the VC/PE ecosystem, fund structures, and how institutional platforms operate
Strong understanding of private markets and alternative investments
Proactive, resourceful, and self-directed—you don't wait to be told what to do
Exceptional communication: You can explain complex investment concepts clearly and handle sophisticated Q&A with institutional allocators
Highly personable: You build authentic relationships with both GPs and wealth advisory teams
Commercial mindset: You think about client needs, platform scalability, and growth
Startup DNA: You thrive in fast-paced environments, embrace ambiguity, and move quickly
Meticulous attention to detail: You ensure accuracy and compliance across all materials
Analytical excellence: You combine quantitative rigor with qualitative judgment
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