Fund Operations Analyst
remotemid$85K – $100K
via Ashby
About this role
About Allocate
Allocate is building the operating system for private markets — wealth advisors and their clients use the platform to access, transact in, and manage private market investments. The platform supports 350+ advisory firms and 1,500+ GP relationships, with $5B+ in assets on the platform.
About The Role
As a Fund Operations Analyst, you will run the daily execution engine behind the 150+ funds on the Allocate platform. Capital call notices, wires and transfers, credit facility drawdowns, payment matching, expense reconciliation, and the records that everything else depends on.
As Allocate scales, the fund count on the platform is growing quickly, and we need to keep automating our processes to keep pace.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: go, teams
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible. We factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
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