Deal and Order Management Systems Lead- Private Markets Investment Technology

Neuberger's Private Markets group is seeking an IBOR / OMS Lead to architect and deliver the firm's investment book of record and order management capabilities across private equity, private debt, secondaries, co-investments, and capital solutions strategies to create a real-time view of positions, transactions, and orders across a complex multi-administrator, multi-jurisdiction environment.

The successful candidate will lead the evaluation, selection, and implementation of the IBOR/OMS solution — whether a vendor platform, a build, or a hybrid approach — and will partner closely with portfolio management, operations, fund administration, and technology to ensure the platform supports the unique workflows of private markets, including capital calls, distributions, commitments, drawdowns, and bespoke deal structures.

This is a hands-on leadership role for someone who has lived through at least one full IBOR or OMS implementation lifecycle and understands that private markets data is operationally driven, non-standard, and fundamentally different from public markets feeds.

Key Responsibilities

• Lead the evaluation of IBOR/OMS approaches — vendor, build, or hybrid — including RFP design, vendor demos, total-cost-of-ownership analysis, and recommendation to senior leadership

• Define the target-state architecture for a consolidated, real-time IBOR providing a single view of positions and transactions across all private markets strategies and fund structures

• Partner with stakeholders to define functional requirements for OMS, trade blotter, standardized order messaging, and automated confirmations

• Design and oversee integrations with fund administrators, custodians, accounting systems, and downstream reporting/analytics platforms

• Translate complex private markets workflows — capital calls, distributions, co-invest closings, side letter terms, multi-currency commitments — into platform requirements and operational procedures

Required Qualifications

• Bachelor's degree in Finance, Computer Science or a related field

• 10+ years of experience in investment technology, with direct hands-on experience implementing or operating an IBOR, OMS, or comparable investment platform

• Deep functional understanding of investment book of record concepts: position keeping, transaction lifecycle, accounting events, corporate actions, and cash flow management

• Working knowledge of transaction messaging standards including SWIFT (MT/MX), FIX, or equivalent

• Strong vendor management experience — RFPs, contract negotiation, and managing implementation partners

• Excellent stakeholder management skills with proven ability to engage front-office investment professionals, operations leaders, and senior technology stakeholders

• Ability to translate ambiguous business needs into structured platform requirements and delivery plans

• Hands on experience with AI and AI-assisted development and agentic workflows, including use of LLM-based tools to accelerate delivery

• Direct private markets experience is a plus

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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $200,000-$250,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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