Forward Deployed Finance Engineer, Buyout

The role

Forward Deployed Finance Engineers lead discovery, demos, pilots, and custom builds for buyout funds. They translate investment work into Harvey solutions and shape the product roadmap by building screening, underwriting, and diligence workflows.

What you will do

• Lead discovery, demos, pilots, trainings, and onboarding
• Perform custom builds alongside AEs and CSMs
• Translate real investment work into Harvey solutions
• Build the buyout playbook including demo library and workflow templates
• Engage with middle-market and lower-middle-market buyout funds
• Lead pilots on live opportunities
• Build screening, underwriting, diligence, and investment committee workflows
• Perform CIM and management presentation review
• Perform QoE and data pack analysis
• Perform LBO and returns analysis

Required qualifications

• 3+ years on the investment team at a buyout fund (middle-market, lower-middle-market, growth-buyout, or sector-specialist fund)
• Demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, and drafting investment committee materials
• Principal-side deal execution
• Strong command of CIM and management presentation, QoE and data pack, banker and operating models, LBO, purchase agreement and financing terms
• 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

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

Benefits

• Equity

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.