About this role
This role addresses the need to translate complex, real-world investment processes within the real estate sector into practical, scalable AI solutions. The Finance Engineering team is focused on building 'Harvey Deals,' a product that allows investment teams to screen, underwrite, and manage deal materials using traceable data. This position serves as the critical link between investment expertise and the technology, ensuring the platform meets the actual needs of deal teams.
Forward Deployed Finance Engineers act as the domain experts who bridge the gap between investment professionals and the platform's development. They will lead the discovery, demonstrations, pilot programs, and custom builds for real estate clients. This function is essential because it ensures that the AI capabilities are grounded in the practical demands of real estate deal execution, thereby shaping the product roadmap.
Successful candidates will thrive in an environment that values decisiveness, simplicity, and continuous improvement. The ideal candidate is someone who can operate under pressure, take ownership of complex workflows, and use deep domain knowledge to drive product evolution. This role is ideal for former investment professionals looking to build a foundational product and shape a new category in professional services.
What you will do
- Lead discovery, demonstrations, pilots, training sessions, and onboarding for the real estate team.
- Translate real investment work into functional Harvey solutions.
- Serve as the trust layer across the customer lifecycle, from initial pilot to complex, custom-built workflows.
- Engage with real estate private equity platforms and other stakeholders throughout the pre-sales process.
- Guide investors through the possibilities of AI within the platform.
- Build screening, underwriting, and investment committee workflows using firm templates and formats.
- Contribute acquisitions-team feedback back into the product to shape the future roadmap.
What you need
- Possess three or more years of experience on an acquisitions, asset management, or real estate credit team.
- Demonstrated ownership of live deal workstreams, including screening, underwriting, diligence, modeling, and drafting committee materials.
- Require principal-side deal execution experience within a real estate private equity platform, debt fund, insurer, or asset-manager real estate arm.
- Experience in brokerage, valuation, or investment banking before moving to the principal side is welcome, but principal-side deal execution is mandatory.
- Must have a strong command of the documents and data that drive a real estate investment decision, such as OM and broker packages.
Nice to have
- Experience with real estate private equity platforms
- Experience with real estate debt funds
Benefits
- Offers Equity
- OTE 75/25
Skills and tech stack
Questions candidates ask
What is the expected travel commitment for this role?
Candidates may be asked to travel around 2–3+ times per month. Travel is typically for a significant business need and usually lasts between 1 and 3 days.
What is the compensation structure?
The role offers an On-Target Earnings (OTE) of 75/25, along with equity compensation.
What is the core technology driving this product?
The platform combines frontier agentic AI with an enterprise-grade platform to reshape critical knowledge work.
What kind of team culture is emphasized?
The team operates with intensity, focuses on taking ownership, and adheres to values of Decisiveness, Simplicity, and Job's Not Finished.