Forward Deployed Finance Engineers lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside our AEs and CSMs. Forward Deployed Finance Engineers on the private credit team are former credit investors who left the desk to help build the future of how credit gets underwritten.
The work is the work they did on the desk: lender presentation and CIM review; QoE read-throughs and data pack analysis…
It continues post-close into compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting, so value compounds after the first deal.
Along the way, Finance Engineers bring credit-team feedback back into the product, helping shape the future of Harvey.
You will build the credit playbook — demo library, workflow templates, use cases — while running live pilots…
Strong command of the documents and data that drive a credit decision — lender presentation and CIM, QoE and data pack, model…
Advanced Excel and financial modeling, comfort with prompting and agentic AI workflows, and a builder's instinct for turning a repeated manual process into a…
Executive presence and relationship-building skills, with the ability to establish credibility from analysts and associates through to partners and credit committee members.
Outstanding communication and presentation skills — comfortable leading a live demo, facilitating a workshop…
Job type: Full-time
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Forward Deployed Finance Engineer, Private Credit · Harvey
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