Deal and Order Management Systems Lead - Private Markets Investment Technology

About the role

Neuberger Berman'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. The role leads the evaluation, selection and implementation of the IBOR/OMS solution (vendor, build or hybrid) and works with portfolio management, operations, fund administration and technology to support private markets workflows such as capital calls, distributions, commitments and drawdowns. It is a hands-on leadership role for someone who has lived through at least one full IBOR or OMS implementation lifecycle.

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 giving 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 and analytics platforms.
• Translate complex private markets workflows into platform requirements and operational procedures.

Required profile

• 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 platform.
• Deep understanding of investment book of record concepts: position keeping, transaction lifecycle, accounting events, corporate actions and cash flow management.
• Strong vendor management experience (RFPs, contract negotiation, implementation partners).
• Proven stakeholder management with front-office investment professionals, operations leaders and senior technology stakeholders.
• Ability to turn ambiguous business needs into structured platform requirements and delivery plans.
• Experience with AI and AI-assisted development and agentic workflows, including LLM-based tools, is required.
• Direct private markets experience is a plus.
• Right to work in the country where the role is located without sponsorship; hybrid work arrangement.

Required skills

• Transaction messaging standards such as SWIFT (MT/MX), FIX or equivalent.
• IBOR and OMS platforms.

What we offer

• Salary range of $200,000-$250,000, with eligibility for a discretionary bonus.
• Paid time off, medical, dental and vision insurance, retirement, life insurance and other benefits.