Forward Deployed Banker

European Leveraged Finance Association; New York (NY); Hybrid; USD 128,000 - 173,000; Full time

Benefits offered by this job

Competitive salary

Equity options

401(k)

Private health insurance

Hybrid work model

Work abroad opportunity

Sabbatical after 5 years

Parental leave & flexible working

Development budget

Job summary

9fin is seeking a Forward Deployed Banker to work with top bank clients, embedding within origination, structuring, and trading teams to implement AI-enabled workflows. You will map workflows, identify value points, and co-author success criteria tied to client outcomes.

You will build AI into those workflows, iterate based on real usage, and drive adoption across accounts while feeding insights back to product, engineering, and GTM teams to sharpen 9fin's offerings.

Qualifications

• 3+ years of practitioner experience at a bank.
• Experience across origination, structuring, syndication, or CLOs.
• Strong writing and in-person communication with MDs and desk heads.

Responsibilities

• Map bank workflows and identify high-value insertion points across origination, structuring, syndication, and trading.
• Embed with client teams to document end-to-end processes and adoption criteria.
• Build AI-enabled workflows using 9fin's toolkit and iterate based on usage.

Skills

Domain expertise in leveraged finance

Banking experience

Strong communication skills

Willingness to travel

AI/technology affinity

Tools

Rogo familiarity

Hebbia familiarity

AlphaSense familiarity

Job description

About 9fin9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission‑critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high‑value workflows across global markets. Today, 9fin powers teams at 300+ blue‑chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best‑in‑class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product‑market fit and strong, global market pull, 9fin is accelerating toward becoming the category‑defining platform for debt markets worldwide.

The Role

9fin's bank clients operate at the centre of credit markets. Origination, structuring, syndication, and trading teams manage complex, specialised workflows, and they are actively excited about what AI can unlock across those workflows. Our job is to make that potential real inside their teams.

The Forward Deployed Banker is the person who does it. You are a domain expert who has done the work yourself, and you can credibly sit across the table from a LevFin banker, a direct lending desk head, or a CLO structurer and say: "Here is how this changes the way you operate." You will work with 9fin's most strategic bank clients, drive deep adoption of our existing AI capabilities across origination and trading workflows, and become a critical voice in shaping what we build next. Every client engagement is a source of product intelligence. The insights you bring back from the front line will directly influence 9fin's AI product roadmap and sharpen how we win the next generation of bank deals.

What You Will Do

Map bank workflows and find the highest‑value insertion points. Embed with client teams to document how origination, structuring, syndication, and trading work actually gets done end‑to‑end. Identify the three to five places where 9fin's AI can materially change the workflow. Co‑author adoption success criteria with the client, tied to their business outcomes.

Build 9fin's AI into those workflows. Take the identified insertion points and build them out using 9fin's toolkit: in‑platform capabilities, MCP integrations, agents, and future capabilities as they ship. Weighted by workflow depth, not count. Iterate based on real usage behaviour, not intended usage.

Drive adoption at your served accounts. Onboard named user cohorts, run enablement sessions with power users, identify and support champions inside the client. Monitor active usage and address dormant seats before they become churn signals. Review adoption monthly with client champions and quarterly with senior sponsors.

Feed the field back into 9fin. Every deployment produces structured intelligence, fed to two consumers. First, product and engineering: prioritised requests tied to specific account and workflow context, patterns extracted across deployments. Second, the wider GTM cycle: case studies, demo assets, workflow evidence, and competitive intelligence that sharpen the next GTM cycle.

Spot expansion. Identify opportunities inside served accounts for new users, new use cases, new departments, or new products. Document with context and hand to Account Management for commercial follow‑up.

What You Bring

You are a subject matter expert with 3+ years of practitioner experience at a bank, with fluency across end‑to‑end workflows in your area, not just the data those workflows consume. Specifically, in one or more of the following: LevFin Origination. Leveraged finance origination, syndication, or capital markets execution at a bulge bracket IB or boutique advisory Direct Lending. Bank direct lending or private credit desk experience covering underwriting, portfolio monitoring, or origination CLO Structuring. Bank CLO arranging, warehousing, or structuring desk experience Bank corporate or transformation functions. Chief Data Office, Digital Transformation, Innovation, or AI Strategy roles where you have led or contributed to AI and workflow transformation projects specifically in leveraged finance, direct lending, or CLO structuring. Beyond your domain expertise, you are: Demonstrably interested in technology applied to your domain. For example: participation in an internal AI, data, or digital transformation working group (DIB, CDO office, or equivalent); external vendor champion or evaluation lead for domain tech. You may have already moved to a technology company focused on banking or credit markets. Familiar with and hands‑on with modern domain tooling. Direct user experience of Rogo, Hebbia, AlphaSense, or comparable AI‑native platforms in your workflow. You can speak from experience about what works, what doesn’t, and why. Comfortable operating inside confidential deal environments. You will sit close to live pipelines, mandates, and internal deal material. You are disciplined about what does and does not travel between accounts, and clients trust you quickly because of it. A strong communicator across styles and audiences. Extremely comfortable with the analysts and associates who will be the day‑to‑day platform users. Highly credible with MDs, group heads, and desk heads. Strong writing and in‑person skills. Able to flex style for technical and business audiences. Highly collaborative across a broad internal network. The function operates in close partnership with GTM, Product, Engineering, and other 9fin teams. You are energised by cross‑functional work, you bring people with you rather than working around them, and you know how to translate what you are learning in the field into inputs that other teams can act on. Outcome‑oriented. You measure success by whether clients are actually using the platform differently, not by how many meetings you held or decks you delivered.

Why Join 9fin

Category leadership. 9fin is the reference platform for debt capital markets data and AI. Bank clients use us because there is no comparable alternative. A genuine domain‑expert role. You bring credit markets expertise; we back you with the platform, the product team, and the mandate to make it real inside client organisations. Direct influence on the product. Field intelligence from your deployments feeds the product roadmap. What you learn on the ground shapes what 9fin builds next. Series C stage, growing fast. Small enough that your work is visible, large enough to have the platform and customer base ready for real deployment.

Our Benefits

Financial & Insurance

• Competitive Salary: $128,00 - $173,000
• Equity Options
• 401(k) (9fin pays 3%, employee contributions are uncapped)
• Private Health Insurance, with Dental and Vision
• Paid sick leave
• Disability Insurance (New York)
• Commuter benefit
• Time off25 vacation days per year
• Local public holidays
• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
• Work abroad for up to 3 months a year
• 1 month paid sabbatical after 5 years of service
• Enhanced parental leave & flexible working arrangements available
• Training & Culture
• Professional learning and development budget
• Bi‑annual team socials
• Summer and Winter company social events

9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment.