---
title: 'Quality Engineer II at Allocate'
canonical: 'https://feeny.ai/job/quality-engineer-ii-allocate-remote-zw3pn5q29k50'
type: 'job'
last_seen: '2026-10-12'
---

# Quality Engineer II at Allocate

- **Company:** Allocate
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-09
- **Last confirmed live:** 2026-10-12
- **Apply:** https://jobs.ashbyhq.com/allocate/19efd03a-9065-4228-a88a-33e95bf3a393

## Job description

## About Allocate

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.

## About the Role

Allocate is looking to add a Quality Engineer II to the team! In this role, you’ll be expected to leverage AI tools like Claude Code as a core part of your development workflow. We expect you to lean into these tools to accelerate test creation, expand coverage, and drive quality at the pace our product demands. Quality engineering here is automation-first and built around the test pyramid. We have a strong foundation of automated tests in our CI/CD pipeline, and we’re continuously expanding our coverage at every layer. We look for the right type of test at the right level of the stack, and we expect our Quality Engineers to bring that same thinking to everything they ship. Manual testing is not the default here. You’re expected to automate by default and apply sound judgment about the rare cases where hands-on manual validation genuinely adds value (particularly for high-risk or complex scenarios that automation alone can’t fully cover). Essential Responsibilities and Duties

- Use AI tools like Claude Code as your primary development environment for generating, maintaining, and refining automated tests
- Build and maintain automated coverage across E2E user flows and REST APIs, contributing to our E2E automation framework
- Collaborate with engineers and product to plan test cases and coverage for new features and user stories
- Troubleshoot failures, investigate logs, and help drive root cause analysis on bugs surfaced in testing or production
- Become a subject matter expert in your product domain, learning its business rules, user workflows, and edge cases well enough to anticipate where things are likely to break
- Champion quality across the team, pushing for testability, meaningful coverage, and quality standards early in development rather than at the end
- Stay current on AI capabilities in testing and quality (e.g. AI-driven exploratory testing, agentic test generation, self-healing tests) and share what works with the team
- Actively participate in team meetings and maintain a strong presence across remote communication channels Must Have Experience
- Hands-on experience with AI-assisted development tools (e.g. Claude Code); you should be comfortable using AI to accelerate your workflow and open to continuously evaluating new tools as they emerge
- Strong instincts for how to break web-based software (a “breaker’s mindset”) and the judgment to know when automation covers a scenario vs. when manual validation is warranted
- Browser automation experience with Playwright (or other modern test frameworks)
- Experience testing REST-based web applications, front and back end (including using API testing tools like Swagger UI)
- Working proficiency in TypeScript and JavaScript
- Working knowledge of Git and source control workflows
- Ability to write and execute SQL queries to verify data and investigate issues
- Experience troubleshooting test failures by interpreting stack traces, verifying data in logs, and reproducing bugs
- Strong communication skills with a pragmatic and proactive attitude
- 2-4 years of Quality Engineering experience Nice to Haves
- Experience building or refining prompt engineering workflows for test generation
- Experience with agentic workflows (running async coding agents, MCP integrations, custom tooling around LLMs)
- Familiarity with CI pipelines Education Bachelor’s degree in Computer Science, similar technical field of study, or equivalent practical experience. 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, is 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 development tools into your daily workflow and staying current as the landscape evolves. Complacency kills progress — we value adaptability and curiosity. Additional Details
- Fully Remote Position
- Travel required for offsites
- A Broadband internet connection required
- Seniority: Mid-level
- Salary: $105K–$125K base salary + bonus + equity
- Benefits: Medical, dental, and vision. 401(k), and responsible vacation time (PTO) • Employment: Full-time
- Compliance with Allocate’s Code of Ethics is a given for this role. 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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