Forward Deployed Finance Engineer, Buyout
Harvey is an AI platform for legal and professional-services organizations.
About Harvey
Harvey provides agents and collaborative tools for legal work, including legal research, document analysis, secure workspaces, contract intelligence, and organization-level analytics.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will work alongside Account Executives and CSMs to engage middle-market and lower-middle-market buyout funds, leading discovery, demos, pilots, training and custom builds. You will build screening, underwriting, diligence and investment committee workflows in clients' own templates, build the buyout playbook, and bring deal-team feedback back into the product. Travel of 2–3+ times per month is expected.
Requirements
- 3+ years on the investment team at a buyout fund with ownership of live deal work
- Principal-side deal execution required
- Strong command of CIM, QoE, data pack, operating models, LBO, purchase agreement and financing terms
- Advanced Excel and financial modeling
- Comfort with prompting and agentic AI workflows
- Executive presence and relationship-building skills
- Outstanding communication and presentation skills
- Willingness to travel 2–3+ times per month
Responsibilities
- Lead discovery, demos, pilots, trainings, onboarding and custom builds with customers
- Run live pilots on real opportunities with buyout funds
- Build screening, underwriting, diligence and investment committee workflows in clients' templates
- Build the buyout playbook including demo library, workflow templates and use cases
- Support post-close work such as portfolio monitoring, add-on pipeline tracking and valuation support
- Bring deal-team feedback into the product roadmap
- Lead the buyout practice as the team grows
Benefits
- Equity
