Harvey
Forward Deployed Finance Engineer, Private Credit
$255K–$350K
New York · Hybrid · Full-time · Posted Oct 6, 2026
- Experience
- 3+ years; principal-side deal execution required. Prior leveraged finance, restructuring advisory, or rating-agency experience is welcome but does not replace principal-side execution.
About the job
Leads customer-facing implementations of Harvey Deals for private credit teams, translating investment workflows into demos, pilots, templates, and custom AI-enabled solutions.
What you'll do
- Lead discovery, demos, pilots, trainings, onboarding, and custom workflow builds with private credit customers.
- Build the private credit playbook, including demo materials, workflow templates, and use cases; guide screening, underwriting, and credit committee workflows.
- Bring customer feedback into product development and help lead the credit practice as the team grows.
What they ask for
- 3+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm, with principal-side deal execution required.
- Demonstrated ownership of live deal work, including screening, underwriting, diligence, modeling, structuring, and credit committee materials.
- Strong command of credit documents and data, plus advanced Excel and financial modeling.
- Executive presence, strong communication and presentation skills, and comfort with prompting and agentic AI workflows.
Nice to have
- Python, SQL, or experience building internal tools.
- Customer-facing or commercial experience and/or hands-on use of AI tools 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 automate and improve private credit investment processes; guide customers in applying AI and feed workflow needs back into product development.
Model-written summary · the original posting is authoritative