AI-Powered Private Credit Engineer (Forward Deployed)

vibehackers; New York (NY); On-site; USD 255,000 - 382,000; Full time

Job summary

Harvey is seeking a Forward Deployed Finance Engineer (Private Credit) to translate underwriting workflows into production‑ready solutions on Harvey Deals, leading live pilots, demos, and workflow templates. You will partner with sales and customer teams to drive product adoption and roadmap decisions.

The role requires 3+ years of investment underwriting, strong Excel and financial modeling skills, and comfort with Python/SQL and agentic AI workflows.

Qualifications

• 3+ years on investment or underwriting teams with direct deal execution experience.
• Strong experience with lender presentations, CIMs, QoE/data packs, and credit documents.
• Advanced Excel and financial modeling skills; comfort with prompting and AI workflows.

Responsibilities

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds with Account Executives and Customer Success Managers.
• Run live pilots with direct lenders, private credit funds, and insurer credit arms.
• Design and build screening, underwriting, and credit workflow templates.
• Perform lender presentations, CIM review, QoE data pack analysis, and credit memo drafting.
• Support post-close activities including covenant tracking and quarterly reporting.
• Capture customer feedback and translate into product requirements and roadmap priorities.
• Travel 2–3+ times per month for customer engagements.

Skills

Financial modeling

Advanced Excel

Python

SQL

AI workflows

Presentations

Client-facing

Tools

Internal tools

Job description

Harvey is seeking a Forward Deployed Finance Engineer (Private Credit) to translate underwriting workflows into production‑ready solutions on Harvey Deals, leading live pilots, demos, and workflow templates. You will partner with sales and customer teams to drive product adoption and roadmap decisions.

The role requires 3+ years of investment underwriting, strong Excel and financial modeling skills, and comfort with Python/SQL and agentic AI workflows.