Forward Deployed Finance Engineer, Private Credit

Skills

About the Role

You will work alongside Account Executives to engage direct lenders, specialty finance managers, BDC managers and insurer credit arms, leading pilots and building screening, underwriting and credit committee workflows in clients' own templates. You will build the credit playbook, feed credit-team feedback into the product, and travel 2–3+ times per month.

Requirements

• 3+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager or insurer private credit arm
• Principal-side deal execution required
• Strong command of lender presentations, CIM, QoE, credit agreements, intercreditor and compliance certificates
• 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 with direct lenders and credit managers
• Build screening, underwriting and credit committee workflows in clients' templates
• Build the credit playbook including demo library, workflow templates and use cases
• Support post-close work such as compliance certificate review, covenant tracking and portfolio reporting
• Bring credit-team feedback into the product
• Lead the credit practice as the team grows

Benefits

• Equity