About this role
The team at Harvey is focused on transforming how legal and professional services operate by integrating frontier agentic AI with an enterprise-grade platform and deep domain expertise. They are working to redefine how critical knowledge work is performed for future decades. This role is situated within the Finance Engineering team, which serves as the investment-side counterpart to the Legal Engineering team. These Forward Deployed Finance Engineers are responsible for translating real investment work into functional Harvey solutions. They act as the crucial trust layer throughout the customer lifecycle, guiding clients from initial pilots to complex, custom-built workflows.
The core of this work involves building and refining 'Harvey Deals,' a new product enabling investment teams to conduct screening, underwriting, diligence, and committee materials using proprietary templates. The team leverages the expertise of former investment professionals to ensure the platform meets the practical needs of deal teams. Finance Engineers will shape the product roadmap by feeding real-world deal feedback back into the development cycle, ensuring the platform remains grounded in actual investment team requirements.
This role is ideal for individuals who possess a deep understanding of investment processes and the ability to bridge the gap between complex financial modeling and software development. Candidates who thrive in fast-paced environments, value decisiveness and simplicity, and are committed to continuous improvement would perform well here. It is a chance to build the buyout playbook for the platform.
What you will do
- Lead discovery, demonstrations, pilots, training sessions, and onboarding for clients.
- Translate practical investment work into functional solutions within the Harvey platform.
- Serve as the trust layer across the customer lifecycle, from initial pilot to complex custom builds.
- Guide sponsors through the potential of AI in deal execution.
- Build screening, underwriting, diligence, and investment committee workflows using firm templates.
- Conduct detailed analysis of key deal documents such as CIMs and management presentations.
- Provide feedback from live deal execution to shape the future product roadmap.
What you need
- Possess three or more years of experience on an investment team at a buyout fund, ideally focused on middle-market or lower-middle-market deals with add-on activity.
- Demonstrated ownership over live deal workstreams, including screening, underwriting, diligence, modeling, and drafting investment committee materials.
- Require a strong command over documents and data that drive buyout decisions, such as CIMs, management presentations, and LBO models.
- Must possess an instinct for identifying discrepancies between financial figures and documentation.
- Experience in investment banking or transaction advisory prior to the buyside is beneficial, but principal-side deal execution is mandatory.
- Strong command of advanced Excel and financial modeling techniques is required.
- Comfort with prompting technologies is also necessary for leveraging AI capabilities.
Nice to have
- Investment banking or transaction advisory experience before the buyside
Benefits
- Offers Equity
- OTE 75/25
Skills and tech stack
Questions candidates ask
What is the remote policy?
The posting indicates that the role is based in New York. Candidates should be aware that travel around 2–3 times per month is expected for significant business needs, typically lasting 1–3 days.
What is the compensation structure?
The role offers an On-Target Earnings (OTE) split of 75/25, with a salary range provided between $254.6K and $381.8K, in addition to equity.
What is the core technology used?
The platform is built on frontier agentic AI combined with an enterprise-grade platform. The work involves building solutions for 'Harvey Deals' using proprietary templates.
What is the team structure like?
The Finance Engineering team functions as the investment-side counterpart to the Legal Engineering team. They work closely with Account Executives and CSMs.