Senior Data Operations Analyst

• 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., * Providing our clients with a world-class experience is our number one priority. We obsessively search for ways to improve the experience for our clients and partners-extraordinary response times, proactivity, and a top-tier experience in everything from product strategy to offline communications.
• Challenge convention: Instead of detailing all the reasons an idea may not work, we question things to determine how a viable idea may be put into motion.
• Commitment to continuous improvement: We find ways to personally scale each day by pushing ourselves up the learning curve.
• Meritocracy, not politics: We place the utmost value on results and reward through merit, not political agendas.
• Civil Discourse is embraced: Open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount, but the mission is to get the right answer collectively, not to be right.
• Embrace technological change: We adopt tools and techniques that make us faster, smarter, and better-especially around AI and automation-and drop outdated methods without hesitation.

Allocate is looking to add a Senior Data Operations Analyst to the team in New York! There’s a lot for us to build, and we need a sharp, detail-oriented operator who can jump right in to help us lay the foundation for the company’s future., * 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.

Nice to Haves

• Fund operations or private-markets experience.
• Basic SQL.
• A process-improvement mindset., * Bachelor’s degree, or equivalent practical experience.

Pulled from the full job description

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Dental insurance, * Salary: The expected base salary range for this role is $95,000 to $135,000. Actual compensation will be determined based on job-related factors including skills, experience, qualifications, interview performance, internal equity, and market data. This range reflects base salary only and does not include bonus, equity, or benefits; total compensation may also include a discretionary performance-based bonus.
• Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO).
• Travel may be required for team and department offsites. Compliance with Allocate’s Code of Ethics is a given for this role.

Compensation Range: $95K - $135K

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. Through a single, data-rich digital experience, clients access top-tier opportunities across venture capital, private equity, private credit, and other private asset classes-backed by powerful tracking, analytics, and administration tools.