Job Description

Data Quality Analyst

About Allocate

Allocate is the intelligent operating system for private market investing. We equip wealth advisory firms and institutional family offices with modern infrastructure to seamlessly source, build, and manage high-quality private portfolios - delivering efficiency, insight, and scale for their clients and themselves.

Our platform addresses the fragmentation and complexity of private markets by offering a modular, end-to-end solution - one built for the next generation of investors, not the last. By combining deep industry knowledge with purpose-built technology, we’re creating a more streamlined, transparent, and accessible private investing experience.

About the Role

Allocate is seeking a Data Quality Analyst to play a critical role in ensuring the accuracy, reliability, and integrity of client investment data across our platform. The ideal candidate is detail-oriented with strong analytical skills and a process improvement mindset. They will ensure the integrity of extracted data by reviewing outputs, remediating errors, and strengthening feedback loops. Beyond immediate validation, they will guide offshore teams, develop scalable controls, and design preventative systems that enhance accuracy and reliability — ultimately reinforcing client confidence in the data powering our platform.

What You’ll Be Doing

Data Accuracy & Validation

• Review and validate extracted data from client investment documents (capital calls, account statements, distributions, tax docs, etc.).
• Correct errors and ensure data meets accuracy and completeness standards before delivery to clients.
• Identify recurring issues, root causes, and work with product/engineering to improve extraction logic and data pipelines.

AI/ML Feedback & Process Improvement

• Provide structured corrections to enhance the performance of AI/ML data extraction systems.
• Analyze trends in errors to refine flagging rules and build preventative controls.
• Design systems and checks that proactively catch anomalies and prevent data issues from reaching clients.

Training & Documentation

• Develop and maintain data QA playbooks and training materials.
• Train and support offshore data processing teams to improve accuracy and consistency.
• Establish feedback loops to ensure learnings from QA are incorporated into operations and product.

Reporting & Client Trust

• Track and report data quality KPIs (accuracy %, error categories, rework rates).
• Partner with Operations, Product, and Engineering to enhance platform capabilities.
• Contribute to continuous improvement initiatives that increase client trust in the platform.

Qualifications & Skills

• 2–5 years of experience in data quality, data operations, or data analysis (finance, SaaS, or related industries preferred).
• Strong attention to detail and ability to spot inconsistencies and patterns.
• Experience reviewing structured data from financial documents or operational sources.
• Comfortable working with AI/ML systems and providing feedback to improve extraction accuracy.
• Strong documentation and communication skills, with experience creating training materials or SOPs.
• Analytical thinker who can recommend and implement process improvements.
• Adaptable in fast-paced environments, able to manage multiple priorities.

Plus if

• Knowledge of alternative investments (VC, PE, Real Estate, Hedge Funds).
• Familiarity with OCR/ML extraction tools (e.g., Nanonets, Hyperscience, Abbyy).
• Experience with Salesforce or other workflow/CRM tools.
• SQL or Excel skills for data validation and checks.

Essential Values & Culture

Extreme Client Service

We approach every interaction with urgency, clarity, and accountability. Whether supporting investors, partners, or colleagues, we take ownership until the issue is resolved – always aiming to simplify, not complicate.

Relentless Problem Solving

We don’t stop at identifying challenges, we work through them. Our mindset is “How do we make this work?” not “Why it won’t.” Every obstacle is an opportunity to improve, innovate, and deliver solutions that move us forward.

Additional Details

• Location: Palo Alto, CA or New York, NY. Must be able to work in-office 4 days a week.
• Salary Range: $70,000 - $100,000 base + equity + benefits.

Actual salary will be determined based on the candidate’s experience, location, skills, training, certifications and education, other relevant qualifications specific to the role, and internal equity and market data. Total compensation may include equity and discretionary performance-based bonuses based on individual, team, and company performance factors.

• Benefits: Medical, dental, vision, responsible time off (RTO), 401k.
• Employment: Full-time.

This role will be subject to Allocate's Code of Ethics and related compliance obligations of Allocate.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Must have legal authorization to work in the U.S. now and in the future without visa sponsorship.

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