Forward Deployed Finance Engineer Private Credit
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 lead discovery, demonstrations, pilots, training, onboarding, and custom builds for private-credit customers. You will create a credit playbook, including demo libraries, workflow templates, and use cases, while leading live pilots. You will build screening, underwriting, and credit-committee workflows in client templates, translate investment work into solutions, gather feedback for product development, and lead the credit practice as it grows. You may travel two to three or more times per month for significant business needs.
Requirements
- 6+ years on an investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm.
- Demonstrated ownership of live deal work, including screening, underwriting, diligence workstreams, modeling, structuring, and credit committee materials.
- Principal-side deal execution experience.
- Strong knowledge of lender presentations, CIMs, QoEs, data packs, models, credit agreements, intercreditor agreements, and compliance certificates.
- Advanced Excel and financial modeling skills.
- Comfort with prompting and agentic AI workflows.
- Ability to turn repeated manual processes into repeatable automation.
- Executive presence and relationship-building skills.
- Communication and presentation skills for demonstrations, workshops, and technical credit conversations.
- Experience partnering with senior stakeholders to drive results.
Responsibilities
- Lead discovery, demonstrations, pilots, training, onboarding, and custom builds.
- Build the private-credit playbook, including demo libraries, workflow templates, and use cases.
- Lead live pilots with private-credit customers.
- Develop screening, underwriting, and credit-committee workflows in client templates and formats.
- Guide lenders on AI-enabled investment workflows.
- Support lender presentation, CIM, QoE, data-pack, cash-flow, leverage-modeling, structuring, covenant, credit-agreement, credit-memo, and comparable analysis.
- Support compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting.
- Bring credit-team feedback into product development.
- Lead the credit practice as the team grows.
- Travel two to three or more times per month for significant business needs.
