Forward-Deployed Finance Engineer — Private Credit & AI

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

Job summary

Harvey, Inc. is seeking a Forward Deployed Finance Engineer for its private credit line. This role leads discovery, demos, pilots, and onboarding, translating investment work into Harvey solutions while building credit playbooks and templates.

You will work with deal teams including lenders and insurers, run live pilots, and shape the credit workflow in the product. Strong ownership, Excel modeling, and AI workflow skills are essential.

Qualifications

• 3+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm with live deal ownership.

Responsibilities

• Lead pilots and live opportunities with lenders and credit teams.
• Design screening, underwriting, and credit committee workflows in Harvey templates.
• Collaborate with Account Executives to guide lenders through AI-enabled capabilities.
• Provide input to product roadmap from credit-team feedback.
• Draft credit memos, CIMs, and data packs; communicate findings clearly.

Skills

Deal underwriting experience

Advanced Excel

AI workflows

Executive presence

Deal presentations

Relationship-building

Tools

Python

SQL

Job description

Harvey, Inc. is seeking a Forward Deployed Finance Engineer for its private credit line. This role leads discovery, demos, pilots, and onboarding, translating investment work into Harvey solutions while building credit playbooks and templates.

You will work with deal teams including lenders and insurers, run live pilots, and shape the credit workflow in the product. Strong ownership, Excel modeling, and AI workflow skills are essential.