Forward Deployed Finance Engineer, Private Credit

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

Forward Deployed Finance Engineer, Private Credit

Uses agentic AI workflows and prompting to automate underwriting and deal workflows; building AI-enabled tools that directly support investment teams.

About the Role

The Forward Deployed Finance Engineer (Private Credit) partners with sales and customer teams to build, run, and scale private credit underwriting workflows on Harvey's platform. The role runs live pilots, creates demo and workflow templates, and uses hands‑on credit experience to drive product adoption and roadmap decisions.

Job Description

Role

Harvey is hiring a Forward Deployed Finance Engineer focused on private credit to build the credit playbook (demo library, workflow templates, use cases) and run live pilots. This customer‑facing role translates real underwriting and deal execution work into production‑ready solutions on Harvey Deals and helps shape the product roadmap.

Key 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, BDC managers, insurer credit arms, and other credit teams.
• Design and build screening, underwriting, and credit committee workflows using firms’ templates and formats.
• Perform lender presentation and CIM review, QoE/data pack analysis, cash flow and leverage modeling, sizing and structuring, covenant and credit agreement review, and credit memo drafting.
• Support post-close activities including compliance certificate review, covenant tracking, amendment/waiver analysis, and quarterly portfolio reporting.
• Capture customer feedback and translate it into product requirements and roadmap priorities.
• Travel approximately 2–3+ times per month for customer engagements (typically 1–3 days).

Requirements

• 3+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm, with principal-side deal execution experience and ownership of live deal work (screening, underwriting, diligence, modeling, structuring, credit committee materials).
• Strong command of lender presentations, CIMs, QoE/data packs, models, credit agreements/intercreditor documents, and compliance certificates; ability to identify discrepancies between numbers and documents.
• Advanced Excel and financial modeling skills; comfort with prompting and agentic AI workflows; a builder’s instinct for turning manual processes into repeatable automations.
• Python, SQL, or internal-tools experience is a plus.
• Executive presence and relationship-building skills; strong communication and presentation abilities for demos, workshops, and technical conversations.
• Customer-facing or commercial experience (LP/investor relations, capital formation, banking coverage, business development) and/or hands‑on experience using AI tools in an investment setting are advantageous.

Compensation

• $254,600 - $381,800 USD OTE (75/25)

Logistics & Other

• This role may require travel around 2–3+ times per month; travel is typically 1–3 days per trip.
• Harvey is an equal opportunity employer and provides reasonable accommodations to applicants with disabilities.

Skills

Financial Modeling Underwriting Credit Analysis Due Diligence Deal Structuring Document Review Presentation Communication Relationship Building Client-facing Engagement Pilot Management Workflow Design Product Translation Process Automation Stakeholder Management Prompting / Agentic AI Workflows

Experience Level

Senior

USD 254,600 - 381,800/year

Employment Type

FullTime

• Equal opportunity employer
• Reasonable accommodations for applicants