Forward Deployed Finance Engineer, Real Estate

The role

Forward Deployed Finance Engineers lead discovery, demos, pilots, and custom builds for real estate clients. You will build the real estate playbook and translate investment work into Harvey solutions.

What you will do

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds
• Translate real investment work into Harvey solutions
• Build the real estate playbook including demo library, workflow templates, and use cases
• Engage with real estate private equity platforms, debt funds, insurers, and developer-investors
• Lead pilots on live opportunities
• Build screening, underwriting, and investment committee workflows
• Perform OM and broker package review
• Perform rent roll and T-12 normalization
• Perform lease and estoppel abstraction
• Perform ARGUS and acquisition model builds

Required qualifications

• 3+ years on an acquisitions, asset management, or real estate credit team at a real estate private equity platform, real estate debt fund, insurer or asset-manager real estate arm, or developer-invest
• Demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, and drafting committee materials
• Principal-side deal execution is required
• Strong command of OM and broker package, rent roll and T-12, leases and estoppels, third-party reports, loan documents, ARGUS and Excel acquisition models
• Advanced Excel and financial modeling
• Comfort with prompting and agentic AI workflows
• Executive presence and relationship-building skills
• Outstanding communication and presentation skills
• Deep curiosity about AI's potential to transform investment work
• Practical, solutions-oriented mindset and bias toward action
• Track record partnering with senior stakeholders to drive results

Nice to have

• Python, SQL, or experience building internal tools
• Customer-facing or commercial experience (LP or investor relations, capital formation, banking or brokerage coverage, business development)
• Hands-on experience using AI tools in an investment setting

About the company

Harvey is transforming how legal and professional services operate by combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise.