Forward Deployed Investor

present of AI; New York (NY); Sur place; USD 140 000 - 240 000; Plein temps

Résumé du poste

9fin in the United States seeks a credit investor/analyst who can sit with portfolio managers to rework investment workflows, embedding AI into daily tasks and driving adoption. The role blends buy-side credibility with hands-on AI tool usage, mapping and redesigning processes, and turning field feedback into concrete product asks for product and sales teams.

You will map workflows, build AI-enabled features, ensure named users utilize the platform, and translate lessons from deals into

Qualifications

• Experience in credit investing/analysis on the buy side.
• Proven ability to map and redesign investment workflows.
• Familiarity with AI tools and measurement by behaviour change.

Responsabilités

• Map investment workflows and redesign processes.
• Embed AI tools into daily credit workflows.
• Drive platform adoption among named users.
• Capture field feedback for product and sales teams.

Connaissances

Credit underwriting

Monitoring experience

AI research tools

Workflow mapping

Client adoption

Outils

MCP integrations

Description du poste

The role asks for someone who has worked as a credit investor or analyst, ideally in leveraged credit, private credit, CLOs or distressed, and who can now sit with portfolio managers and analysts to rework how their investment process runs. Day to day it means mapping workflows, building AI tools into them, getting named users to actually use the platform, and passing field lessons back to product and sales teams. A strong candidate pairs real buy-side credibility with hands-on use of AI research tools and a habit of measuring success by changed behaviour, not meetings held.

How it fits the AI era

AI takes over a lot of the reading and first-pass work in credit, such as pulling terms from documents, summarising filings and watching portfolios for changes. This role sits right at that shift, deciding where AI helps a real investment workflow and where it does not. Judgement on credit quality, trust with senior investors, and care with confidential deal information stay firmly human.

How it builds AI experience

The work gives direct experience building AI into live credit workflows using the company's in-platform features, agents and MCP integrations, and seeing how real investment teams use them. Someone preparing for it could test AI research tools on their own underwriting or monitoring routines, document what worked and failed, and write that up as a short case study. Learning how agents connect to market data and documents would help too.

Worth showing

• Credit underwriting and monitoring experience
• Hands-on AI research tool use
• Workflow mapping and redesign
• Client adoption and champion building
• Turning field feedback into product asks

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About 9fin

9fin delivers debt market intelligence, news, and credit analytics powered by automated workflows, per company statements.