About this role
The day-to-day work for a Forward Deployed Finance Engineer on the Private Credit team involves acting as the investment-side counterpart to the Legal Engineering team. This role centers on leading discovery, demonstrations, pilots, training, and custom builds in collaboration with Account Executives and Customer Success Managers. The core function is translating real-world investment experience into functional solutions within the Harvey platform. This individual serves as the crucial trust layer throughout the customer lifecycle, from initial pilot engagement to developing complex, custom workflows.
These engineers focus on the 'Harvey Deals' product, which enables investment teams to conduct screening, underwriting, diligence, and committee materials using firm-specific templates. They are responsible for building out the credit playbook, including demo libraries, workflow templates, and use cases for private credit. This function exists to ensure the product roadmap remains grounded in the actual needs of investment teams.
This role is ideal for someone who understands how investors operate and uses that expertise to build solutions that withstand live deal pressure. The successful candidate will shape the product by feeding credit-team feedback directly into the development process, making Harvey the platform investment teams rely on for critical work.
What you will do
- Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout the pre-sales process.
- Lead pilots on live opportunities, guiding lenders through the capabilities provided by AI.
- Develop screening, underwriting, and credit committee workflows using the firm's proprietary templates and formats.
- Perform tasks mirroring actual deal work, such as lender presentation and CIM review.
- Conduct QoE read-throughs and data pack analysis.
- Assist with cash flow and leverage modeling, sizing, and structuring.
- Review credit agreements, covenant tracking, and quarterly portfolio reporting post-close.
What you need
- Possess three or more years of experience on an investment or underwriting team within a direct lender, private credit fund, BDC manager, or insurer private credit arm.
- Demonstrated ownership of live deal workstreams, including screening, underwriting, diligence, modeling, structuring, and drafting credit committee materials.
- Asset-based and specialty finance backgrounds are welcome.
- Prior experience in leveraged finance, restructuring advisory, or rating-agency experience is acceptable, provided principal-side deal execution is required.
- Must have a strong command of critical credit decision documents, such as lender presentations, CIMs, data packs, and credit agreements.
Nice to have
- Asset-based finance background
- Specialty finance background
- Leveraged finance experience
- Restructuring advisory experience
- Rating-agency experience
Benefits
- Offers Equity
- OTE 75/25
Skills and tech stack
Questions candidates ask
What is the remote policy?
The posting does not explicitly detail the remote work policy for this role.
What is the compensation structure?
The role offers an On-Target Earnings (OTE) split of 75/25.
What is the technology stack?
The platform utilizes frontier agentic AI, and the work involves building solutions within Harvey's product.
What does the team focus on?
The Finance Engineering team builds the investment-side counterpart to the Legal Engineering team, focusing on the 'Harvey Deals' product.