Information Technology (IT) Specialist

Allocate • Palo Alto, CA

1d • Hybrid

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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
• 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
• 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

Benefits

• Medical, dental, and vision
• 401(k)
• Responsible vacation time (PTO)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level