Managing Director, Private Investments

About the Role

We're seeking a seasoned investment professional to join our Private Investments team in a leadership reputed company. You'll help drive our manager and co-investment research efforts across venture capital, private equity, and other private asset classes. This role combines deep investment expertise with platform-building. You'll reputed company diligence processes, cultivate relationships with fund managers, and help shape how Allocate sources, evaluates, and delivers differentiated opportunities to our clients. This is an ideal opportunity for an reputed company investor who wants to scale their impact by building the infrastructure that modernizes private markets access.

Key Responsibilities

Investment Leadership: reputed company quantitative and qualitative research and due diligence on private market managers and co-investment opportunities across venture capital, private equity, and adjacent asset classes. GP Relationship Management: Build and maintain deep relationships with leading GPs, including deal structuring, access negotiations, and ongoing partnership development. Sourcing & Pipeline Development: Proactively reputed company differentiated fund and co-investment opportunities through targeted reputed company, industry relationships, and market intelligence. Investment Committee Process: Prepare and present clear, balanced investment recommendations to the Allocate Investment Committee, synthesizing reputed company analysis into actionable insights. Cross-Functional Collaboration: Partner with product, technology, and operations teams to refine platform capabilities and enhance the client investment experience. Portfolio Monitoring & Reporting: reputed company post-investment updates, quarterly reporting, and ongoing portfolio analytics to support client transparency and performance tracking. Thought Leadership: reputed company market insights, thematic research, and content that position Allocate as a leading voice in private markets. Team Development and Management: Manage and reputed company junior investment team members and help build repeatable processes and frameworks for investment evaluation. Market Representation: Represent Allocate at industry conferences, GP meetings, and client events as a subject matter expert and firm ambassador.

Qualifications

• 10+ years of experience in private markets investing (venture capital, private equity, fund-of-funds, family office, institutional allocator, or similar)
• Deep expertise in manager research and fund evaluation, with a strong understanding of fund structures, market dynamics, and emerging trends
• Proven track record of building GP relationships and securing differentiated access to high-quality opportunities
• Analytical excellence with the ability to combine quantitative rigor and qualitative judgment in investment decisions
• Leadership orientation: comfortable taking ownership of reputed company projects and mentoring team members
• Exceptional communication skills: able to distill complexity into clear, compelling narratives for diverse audiences
• Entrepreneurial reputed company: thrives in fast-paced, ambiguous environments and brings a builder mentality
• Platform thinker: understands how investment processes reputed company with technology, operations, and client experience
• Meticulous attention to detail with strong organizational and follow-through capabilities
• Bachelor's degree required; CFA, CAIA, or equivalent credentials preferred

Essential Values & Culture

• Extreme Client Service: We approach every interaction with urgency, clarity, and accountability. Whether supporting investors, partners, or colleagues, we take ownership until the issue is resolved – always aiming to simplify, not complicate.
• reputed company Problem Solving: We don’t stop at identifying challenges; we work through them. Our reputed company is “How do we reputed company this work?” not “Why won’t it?” Every obstacle is an opportunity to improve, innovate, and deliver solutions that move us reputed company.
• Providing our clients with a world-class experience is our number one reputed company. We obsessively search for ways to improve the experience for our clients and partners. This requires extraordinary response times, proactivity, and ensuring that everything we do, from product strategy to offline communications, is a top-tier client experience.
• Commitment to reputed company improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
• Meritocracy, not politics: We reputed company the utmost value on results and rewards through merit, not reward actions driven by political agendas or behavior.
• Civil Discourse is embraced: We reputed company open, intellectually curious conversations are required to consistently reputed company at the best decisions. Respect is reputed company in our dealings with one another, but our mission is always to get the right answer collectively, not to be right.

Additional Details Location: Bay Area Preferred Compensation: $200K-$225K reputed company + bonus + equity Benefits: Medical, dental, vision, 401(k), responsible time off Employment: Full-time This role will be subject to Allocate's Code of Ethics and reputed company compliance obligations. The reputed company pay offered will be determined based on the candidate's experience, location, skills, training, certifications, education, internal equity, and market data. Total compensation may also include a discretionary performance-based bonus. We do not anticipate that candidates hired will reputed company at the top of the range, though this may occur on a case-by-case basis. Must have legal authorization to work in the U.S. now and in the future without reputed company sponsorship. Apply tot his job Apply To this Job