Forward Deployed Finance Engineer, Private Credit

The role

Forward Deployed Finance Engineers lead discovery, demos, pilots, and custom builds for private credit customers. They translate investment work into Harvey solutions and shape the product roadmap by building credit playbooks and workflows.

What you will do

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds.
• Translate real investment work into Harvey solutions.
• Build the credit playbook including demo library, workflow templates, and use cases.
• Run live pilots and lead the credit practice.
• Engage with direct lenders, specialty finance managers, BDC managers, and insurer credit arms.
• Build screening, underwriting, and credit committee workflows in firm templates.
• Perform lender presentation and CIM review.
• Conduct QoE read-throughs and data pack analysis.
• Perform cash flow and leverage modeling, sizing, and structuring.
• Review covenants and credit agreements.

Required qualifications

• 6+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm.
• Demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, structuring, and drafting credit committee materials.
• Principal-side deal execution is required.
• Strong command of documents and data that drive a credit decision.
• 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

• Asset-based and specialty finance backgrounds are welcome.
• Leveraged finance, restructuring advisory, or rating-agency experience before the principal side is welcome.
• Python, SQL, or experience building internal tools is a plus.
• Customer-facing or commercial experience (LP or investor relations, capital formation, banking coverage, business development) is a plus.
• Hands-on experience using AI tools in an investment setting is a plus.

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. The company is scaling fast and defining a new category in real time.