https://JOBS.KINECTHQ.COM/ en-us 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

]]> Thu, 20 Aug 2026 00:00:00 PDT 0 Client's Technology team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go-live. You will partner with client stakeholders and internal technology and business teams to define requirements, align timelines and dependencies, drive issue resolution, and ensure readiness across data, integrations, access, and operational workflows. You’ll own clear communication, documentation, and governance to deliver a controlled, repeatable onboarding experience and successful client outcomes.

 

Responsibilities:

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  Own end-to-end technical onboarding execution for new clients, coordinating activities from kickoff through go-live and handoff to BAU support.
  
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  Drive cross-team planning across Engineering, Data, Infrastructure/Cloud, Network, Information Security, and Support to align scope, milestones, dependencies, and resourcing.
  
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  Develop effective communication plans including management reporting, tracking, and senior management presentations
  
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  Lead technical discovery with the client and internal partners to capture requirements (data feeds, file formats, APIs, SSO, entitlements, environments), document decisions, and confirm acceptance criteria.
  
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  Coordinate data and integration delivery: manage interface specifications, data mapping, secure transfer setup, connectivity validation, and end-to-end workflow readiness across upstream/downstream systems.
  
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  Ensure operational and security readiness by coordinating environment provisioning, access/entitlements, SSO setup, security reviews, and required approvals with InfoSec and control functions.
  
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  Plan and run testing and cutover: define test approach, coordinate SIT/UAT, track defects to closure, execute go-live checklists, and lead hypercare through stabilization.
  
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  Run onboarding governance: maintain RAID logs, facilitate regular tech working sessions and stakeholder readouts, escalate blockers, and publish clear status updates, documentation, and runbooks for handoff.
  

 

Requirements:

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  5+ years of experience in product management, business analysis, and solution design, particularly in financial services.
  
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  Familiarity with portfolio management workflows (e.g., idea generation, research management, PM workflows, portfolio construction, performance/attribution, risk, compliance) and how data flows across them.
  
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  Hands-on with SQL; proficiency with Python for analysis/prototyping and Tableau (or similar BI) for visualization.
  
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  Exposure to generative AI/agentic frameworks and their practical application in research and investment workflows is a plus (prompt engineering, RAG, orchestration, evaluation).
  
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  Experience with modern SDLC and DevOps (agile practices, CI/CD, testing strategies, observability).
  
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  Strong business analysis and project management skills across Agile and Waterfall frameworks; experience with Kanban, Scrum, or similar methodologies a plus
  
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  Excellent verbal and written communication skills; able to influence and present effectively to senior management and diverse stakeholders
  
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  Well organized, detail-oriented, with a high commitment to execution quality and individual accountability
  
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  Proficient in Microsoft Office (Word, Excel, PowerPoint, MS Project); experience with Monday, Confluence, JIRA, Visio, Miro, Aladdin and similar tools a plus
  
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  A broad knowledge of traditional and alternative asset classes and investment vehicles (mutual funds, ETFs, UCITS, CLOs, private funds, institutional/multi-asset mandates) is a plus
  
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  Bachelor’s degree in a technical or quantitative field (CS, Engineering, Finance, or related) or equivalent experience.
  

 

Location/ In Office Requirement:

This position will be based in the  New York office.

This is a Hybrid work schedule, with a mandatory requirement of a minimum 2 days in office, which is subject to change at Client's discretion.


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.
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