Private Markets Investment Technology - IBOR/OMS Lead

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
• Able 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