Teams at Allocate

Executes daily fund operations across capital calls, distributions, wires, reconciliations, expenses, credit facilities, investor records, and quarterly financial reviews. Partners with fund administrators, banks, auditors, and internal teams to ensure accurate, timely execution. Documents workflows and builds automation for payment matching, expense allocation, accruals, reconciliations, reporting, and exception alerting, helping the platform scale its fund portfolio without proportional headcount growth.

Provide legal support for private fund formation and operations, including drafting and negotiating fund documents, regulatory filings (Form ADV, PF, D), investor onboarding, corporate governance, and compliance for registered advisers and private investment funds. Collaborate with internal teams, external counsel, and contribute to development of investment and technology products.

Own and build Allocate’s design function across product, design systems, and brand. Lead hands-on product design for complex private-market workflows, establish quality and validation practices, shape product strategy with executive and engineering leadership, and hire, coach, and develop a distributed design team. The role requires deep institutional finance or private-markets knowledge, strong prototyping skills, and fluency with Figma, Magic Patterns, and Claude. This hybrid position requires three days weekly in the Palo Alto office.