---
title: 'Information Technology (IT) Specialist at Allocate'
canonical: 'https://feeny.ai/job/information-technology-it-specialist-allocate-palo-alto-zmvndhmcf1n4'
type: 'job'
last_seen: '2026-09-07'
---

# Information Technology (IT) Specialist at Allocate

- **Company:** Allocate
- **Location:** Palo Alto, CA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-08
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/allocate/181ec502-9605-424f-8e93-56bfe8255b3a

## Job description

## OVERVIEW

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, serving clients across venture capital, private equity, private credit, and other private asset classes — backed by powerful tracking, analytics, and administration tools.

We are seeking a dedicated IT Specialist to join our growing team. In this role, you will manage system upgrades, resolve user queries, and optimize our technology infrastructure to align with business goals. As an integral part of our operations, you will drive efficiency and innovation while safeguarding our digital assets. If you are passionate about technology and thrive on IT driven innovation, we encourage you to apply. We offer a collaborative work culture, meaningful opportunities for professional development, and a competitive benefits package.

## ABOUT THE ROLE

This is a generalist IT role with meaningful depth expectations across three core areas: day-to-day troubleshooting and end-user support; systems and infrastructure management spanning SaaS, IdP, and MDM; and security-adjacent operations supporting our SOC 2 compliance posture. You will serve as the primary internal IT point of contact for an in-office and remote workforce of 80+ employees, while also coordinating execution with our managed service partner (MSP) on infrastructure and support tasks.

Security is not a separate workstream in this role, it is the operating standard applied to every IT task, from provisioning to asset management to vendor coordination. The right candidate moves fluidly between tactical support tickets and strategic systems work, brings a security-aware mindset to everything they do, and is energized by operating in a fast-moving, high-growth fintech environment.

## ESSENTIAL RESPONSIBILITIES AND DUTIES

End-User Support

- Provide Tier 1/2 support across hardware, software, and SaaS applications for in-office and remote workforce
- Assist MSP with new user device, account, and software/application provisioning
- Respond to technical support tickets from employees facing technical difficulties
- Troubleshoot connectivity, access, and productivity tool issues (Google Workspace, Slack, and core SaaS tools)
- Conduct guidance sessions on IT tools, security practices, and system usage
- Maintain internal IT documentation, runbooks, and knowledge base articles

Systems & Infrastructure

- Support onboarding, offboarding and management of user accounts, permissions, and access controls across IT systems and the company's SaaS footprint
- Support provisioning and deprovisioning across the company's SaaS application footprint
- Install, update, and maintain software applications, ensuring compatibility and data security
- Perform routine resource optimization to maximize license and reduce operational costs
- Coordinate with vendors for device purchases, warranties, and external support services
- Maintain and improve IT asset inventory and hardware tracking processes
- Coordinate with the MSP partner on escalations, infrastructure tasks, and project execution

Security Operations & Compliance

- Support the Information Security program by assisting in access reviews documentation, MFA enforcement, and endpoint compliance checks
- Assist in maintaining evidence for SOC 2 Type II compliance (Security, Availability, and Confidentiality trust service criteria)
- Analyze data from logs to improve performance and proactively identify risks
- Monitor and respond to alerts from endpoint management and security tooling
- Participate in security initiatives, as needed under the direction of the Information Security
- Help enforce IT and security policies and contribute to policy documentation as needed

## REQUIRED SKILLS AND QUALIFICATIONS

- Bachelor’s degree in information technology, Computer Science, or a related field, or equivalent practical experience
- 3–5 years of demonstrable experience as an IT Specialist, IT Administrator, or in a technical support, system analysis, or network administration role
- Proficiency in operating systems: macOS, iOS, Windows and common network technologies
- Hands-on experience administering Google Workspace (user management, Groups, directory, OAuth app controls and environmental hardening)
- Familiarity with SaaS access management and SSO concepts (SAML, SCIM, OAuth)
- Knowledge of network administration protocols, firewalls, and IT security best practices
- Understanding of cybersecurity principles and data protection practices
- Familiarity with IT help desk systems and ticketing tools
- Strong troubleshooting and problem-solving skills across hardware, software, and cloud applications
- Excellent interpersonal and communication skills to interact with both technical and non-technical stakeholders
- Ability to work independently and manage multiple priorities in a fast-moving environment
- Attention to detail and organizational skills to handle concurrent tasks efficiently

## PREFERRED SKILLS AND QUALIFICATIONS

- Relevant professional certifications: CompTIA A+, Network+, Security+, Google IT Support Professional
- Experience supporting or contributing to a SOC 2 audit or compliance program
- Familiarity with cybersecurity frameworks such as NIST or ISO 27001
- Familiarity with cloud computing platforms (AWS, Microsoft Azure, or Google Cloud)
- Knowledge of ITIL frameworks for IT service management
- Experience with remote monitoring and management (RMM) tools
- Experience coordinating with a managed service provider (MSP) in a hybrid support model
- Exposure to fintech, financial services, or other regulated industries

## ESSENTIAL VALUES & CULTURE

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. This requires extraordinary response times, proactivity, and ensuring that everything we do — from product strategy to offline communications — reflects a top-tier client experience.

- Challenge convention: Instead of detailing all the reasons why an idea may not work, we constantly 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 rewards through merit, not reward actions driven by political agendas or behavior.
- Civil Discourse is embraced: We believe open, intellectually curious conversations are required to consistently arrive at the best decisions. Respect is paramount in our dealings with one another, but our mission is always 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. We stay open to innovation, especially around AI and automation, and drop outdated methods without hesitation. This includes actively integrating AI-assisted tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity.

## ADDITIONAL DETAILS

- Fully Hybrid Position
- Travel may be required for company offsites
- Broadband internet connection required
- Location: All I-9 eligible candidates will be considered
- Salary: $100K–$125K base, with bonus and equity eligibility
- Benefits: Medical, dental, and vision; 401(k); and responsible vacation time (PTO)
- Employment: Full-time

The base 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 begin at the top of the range, though this may occur on a case-by-case basis.

## About Allocate

## Company Overview
- **One-liner**: Allocate builds the operating system and infrastructure layer that connects wealth advisors and asset managers for private markets investing.
- **Entity Type**: Private (Funding Stage: Series C – $60.8M total raised)
- **Headquarters**: Palo Alto, California, United States
- **Founded**: 2021
- **Founders**: Samir Kaji (Co-Founder, CEO & President) and Hana Yang (Co-Founder, CXO)

## Core Business
- **Primary industry**: Financial Services / Private Markets Infrastructure
- **Target customers**: Wealth advisory firms (RIAs from $500M to $250B+ in AUM) and institutional asset managers operating in the wealth channel.
- **Mission or purpose**: To build the private markets operating system for the wealth channel – bringing an end-to-end institutional-grade solution around structure, controls, and reporting.

## Products & Services
- **Allocate Platform (Operating System for Private Markets)**: A unified technology platform that handles subscriptions, capital flows, portfolio operations, and AI-powered workflows. Enables wealth advisors to curate opportunities, create white-labeled feeder vehicles, and track performance across their entire private markets program.
- **Integration Layer**: Works alongside existing reporting platforms (e.g., major wealth advisor reporting systems) rather than replacing them, minimizing disruption and operational lift.
- **AI-Powered Workflows**: Extracts data from fund documents, structures comparisons, and updates portfolios from manager reports automatically.
- **Curated Investment Opportunities**: Allocate offers a vetted selection of private markets offerings that meet platform eligibility criteria, augmenting advisors’ own diligence efforts.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: $4.5B+ assets on platform; 1,500+ private asset manager relationships; 370+ wealth advisory firms trust Allocate (as of mid-2026). Estimated annual revenue of $1.0M (per LinkedIn data – likely a proxy estimate; not officially confirmed).
- **Total Funding**: $60.8M from institutional investors including top-tier VCs (specific lead investors not named in provided materials, but described as “long-term institutional investors”).
- **Notable Investors/Partners**: Not individually listed in source, but backed by institutional investors; leadership includes alumni from First Republic, J.P. Morgan, SS&C, Carta, Morgan Stanley, Fidelity, AngelList.
- **Growth Signals**: 73 employees as of 2026 (+16.7% YoY). Serving 370+ wealth advisory firms (up from 325+ at end of 2025, per February 2026 news). Co-founder Hana Yang named to Inc.’s 2026 Female Founders 500 List. Presence in Canada and Brazil.

## Competitive Advantages
- **Dual-sided platform**: Serves both wealth advisors and asset managers – complete capital flow coordination rather than a one-sided tool.
- **Infrastructure layer**: Focuses on automating manual processes (subscriptions, vehicle administration, portfolio tracking) that create bottlenecks in private markets.
- **Integration-first approach**: Does not require replacement of existing reporting systems, reducing friction for adoption.
- **Scale**: Built for firms from $500M to $250B+ in AUM, with institutional-grade compliance (SOC 2 Type II), role-based permissions, and audit trails.
- **Founder expertise**: Samir Kaji (26 years in private markets, hosted “Venture Unlocked” podcast) and Hana Yang (15+ years, former Managing Director at First Republic, Kauffman Fellows) bring deep domain knowledge.

## Strategic Focus
- Continue scaling the platform to capture the $3T projected wealth channel capital into private markets by 2029.
- Deepen AI capabilities to automate repetitive fund document processing and portfolio updates.
- Expand integration partnerships with major wealth advisor reporting platforms.
- Grow relationship management team (open roles in RIA relationship management across East/West Coast) to onboard more advisory firms and asset managers.

## Why Work Here
- **Culture**: Emphasizes “relentless problem-solving” and “extreme client service” – described as builders who care deeply about client experience, operational rigor, and systems thinking.
- **Work Environment**: Flexible remote/hybrid policy (some roles fully remote, e.g., Information Security Lead; others based in Palo Alto office). Offers responsible time off (RTO) and comprehensive health, dental, and vision plans.
- **Growth & Impact**: Join a fast-growing fintech with institutional backing and a clear mission to fix infrastructure in a huge market. 73 people scaling rapidly – opportunity to shape engineering, product, and operations.
- **Diversity & Inclusion**: Co-founder Hana Yang is a prominent female leader in venture; the company likely values diverse perspectives (Women In Venture initiative founder).
- **Benefits**: Parental & family leave, flexible work environment, and a focus on professional development.

## Sources
1. [allocate.co/about](https://allocate.co/about)
2. [allocate.co/careers](https://www.allocate.co/careers)
3. [allocate.co](https://allocate.co/?tpcc=NL_Marketing)
4. [linkedin.com/company/allocateco](https://www.linkedin.com/company/allocateco)
5. [jobs.ashbyhq.com/allocate](https://jobs.ashbyhq.com/allocate)

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