Deal and Order Management Systems Lead- Private Markets Investment Technology

Role Overview

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.

Key Responsibilities

• Lead the evaluation of IBOR/OMS approaches—including 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‑investment 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—including 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.
• 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

The salary range for this role is $150,000-$180,000. This is the lowest to highest salary we believe we would pay for this role at the time of this posting and may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. Additional compensation may include a discretionary bonus, along with base salary and retirement contributions.

Benefits

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance, and other benefits to eligible employees.

Equal Opportunity Employer Statement

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.