Information Technology; IT Specialist

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.

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.

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

• 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,…