Senior Data Operations Analyst

About the Company

Allocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private market exposure. Our platform combines curated fund and co-investment opportunities with institutional-grade infrastructure.

Responsibilities

• Review and validate data for accuracy and completeness
• Identify, investigate, and resolve data issues and exceptions
• Own day-to-day operational workflows end to end
• Partner with the data and engineering teams to improve quality and process
• Build and document repeatable, scalable operating procedures

Requirements

• 3+ years in operations, data operations, or fund/financial operations
• Detail-oriented with strong, consistent judgment under SLAs
• Comfort with data and modern software, including AI-assisted tools
• Bachelor's degree or equivalent practical experience

Preferred Qualifications

• Fund operations or private-markets experience
• Basic SQL
• A process-improvement mindset

Benefits

• Medical, dental, and vision
• 401(k)
• Responsible vacation time (PTO)