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About Us

Allocator was born out of experience and frustration. Formerly fund allocators, we recognized the importance of having comprehensive data that is standardized and up to date. Doing this seamlessly and efficiently had been a persistent and expensive issue, one that we set about solving by developing the platform in 2012. We are passionate about technology and harnessing it to enable investors to spend fewer resources managing data and have more time to use it.

Leadership

Ryan

Ryan Kalish,

Co-Founder

Before co-founding Allocator, Ryan was part of the investment team at Stenham Asset Management, responsible for allocating in excess of $3bn to hedge funds. During this time, he completed due diligence on global macro & equity funds in Europe, North America, Asia & Australia and led investments totaling over $300m. During his tenure he also developed a range of quantitative risk analytics tools. He graduated from the London School of Economics with a BSc (Hons) in Management Science specializing in Finance.

David

David Tawil,

Co-Founder

David was previously part of the Debt Capital Markets division at Credit Suisse before co-founding Allocator. He was instrumental in bringing a large number of bond and hybrid offerings to market and was previously responsible for French and Benelux clients. David also gained extensive experience in the Financial Institutions team at Credit Suisse, who at the time, were advising the UK Government on the Asset Protection Scheme amongst other issues. David graduated from the University of Bristol with a BSc (Hons) in Economics & Politics and has completed the FSA/FCA examinations.

Glenda Levin, CFA,

Head of Client Relations

Glenda brings over 20 years investment experience to Allocator on both the buy and client sides in long-only investment, hedge funds and fund of funds. Before joining Allocator, she spearheaded the marketing and Investor Relations function at Insparo, an Africa and Middle East focused Hedge Fund. Previous roles include Global Head of Equity Strategies at Pioneer Investments (Unicredit Group), Corporate Advisory Group Director at UBS with responsibility for Investor Relations & hedge fund communications strategies and Senior Portfolio Manager at Equitable Life. Glenda graduated from the University of Cape Town with a BSoc Science in Economics & Psychology. She is a member of CFA (UK).

Adam Lessem, CFA,

Head of Product Development

Prior to joining Allocator Adam spent 8 years at Stenham Asset Management, working as a Research Analyst within the investment team. His responsibilities covered manager research and selection across the hedge fund landscape alongside diverse portfolio management covering multiple strategies. Alongside his core duties he also led the oversight and reporting measures on a multi-billion-dollar private equity portfolio, helped develop and structure bespoke portfolios for a range of clients, and creating reporting tools for internal purposes. Adam graduated from the University of Birmingham with a BSc (Hons) in Economics. He is a member of CFA (UK).

Careers

We’re passionate about what we do, work hard to do it well and have a lot of fun in the process. We’re looking for talented individuals that share our passion for innovative technology in the investment management industry to be part of our dynamic and fast growing team.

Key hiring areas:

Back end technologists with experience with Ruby on Rails and/or Python (London)

Front end technologists with experience with modern JavaScript frameworks such as Angular.js, Ember.js & D3.js (London)

Individuals with experience as allocators to funds, across asset classes, to be involved in product development and onboarding (New York & London)

Experienced industry event coordinator (New York & London)

Interested? Please email work@allocator.com