Harvey
Forward Deployed Finance Engineer, Buyout
$255K–$350K
New York · Hybrid · Full-time · Posted Oct 6, 2026
- Experience
- 3+ years on the investment team at a buyout fund (middle-market or lower-middle-market) or a growth-buyout or sector-specialist fund; principal-side deal execution required. Prior investment banking or transaction advisory experience is welcome but does not replace this requirement.
About the job
Build and lead Harvey’s buyout-focused finance engineering practice, helping investment teams apply Harvey Deals to live deal workflows and feeding customer insights into the product roadmap.
What you'll do
- Lead customer discovery, demos, pilots, trainings, onboarding, and custom workflow builds for buyout firms.
- Develop buyout playbooks, including demo libraries, workflow templates, and use cases; support workflows from screening and underwriting through portfolio monitoring.
- Bring deal-team feedback to product teams and help shape Harvey’s product roadmap.
What they ask for
- 3+ years on a buyout, growth-buyout, or sector-specialist fund investment team, with ownership of live deal work; principal-side deal execution is required.
- Strong command of buyout documents and data, including CIMs, QoE, operating models, LBOs, purchase agreements, and financing terms.
- Advanced Excel and financial modeling; comfort with prompting and agentic AI workflows.
- Strong communication, presentation, executive presence, and relationship-building skills.
Nice to have
- Python, SQL, or experience building internal tools.
- Customer-facing or commercial experience and/or hands-on AI tool use in an investment setting.
Pay
$254,600 - $350,000 USD total pay (OTE, 75/25 split)
Tools
Excel, Python, SQL
AI focus
Use prompting and agentic AI workflows to build repeatable automations for investment work and guide customers in applying AI to deal workflows.
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