Forward Deployed Finance Engineer, Private Credit

Harvey•New York, NY

9d•$254,600 - $381,800•Hybrid

About The Position

Harvey's Finance Engineering team is the investment-side counterpart to our Legal Engineering team: former investment professionals who bring real deal experience to Harvey's prospects and customers. Forward Deployed Finance Engineers lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside our AEs and CSMs. They translate real investment work into Harvey solutions, serving as the trust layer across the entire customer lifecycle, from the first pilot to the most complex, custom-built workflow. Finance Engineers work on Harvey Deals, a new product built off of Harvey's acquisition of Benchmark. Harvey Deals is where investment teams run their deals — screening, underwriting, diligence, and committee materials — built in the firm's own templates and formats, with every figure traceable back to the document it came from. Harvey works with 150+ asset management firms and analyzes 178M+ documents each month; the Finance Engineering team is how that capability meets the way deal teams actually work. Finance Engineers understand how investors think and work, and use that expertise to design, build, and refine solutions that hold up under live deal pressure. In doing so, they don't just drive adoption; they shape Harvey's product roadmap, ensuring every release is grounded in what investment teams actually need. It's a team built to make Harvey the platform investment teams can trust with their most important work. This role is the first Finance Engineer dedicated to private credit. You will build the credit playbook — demo library, workflow templates, use cases — while running live pilots, and lead the credit practice as the team grows. You may be asked to travel around 2–3+ times per month. Travel is always for a significant business need and typically is for 1–3 days at a time.

Requirements

3+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm.
Demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, structuring, and drafting credit committee materials.
Strong command of the documents and data that drive a credit decision — lender presentation and CIM, QoE and data pack, model, credit agreement and intercreditor, compliance certificates — and an instinct for where the numbers and the paper disagree.
Advanced Excel and financial modeling skills.
Comfort with prompting and agentic AI workflows.
A builder's instinct for turning a repeated manual process into a repeatable automation.
Executive presence and relationship-building skills, with the ability to establish credibility from analysts and associates through to partners and credit committee members.
Outstanding communication and presentation skills — comfortable leading a live demo, facilitating a workshop, or holding your own in a technical conversation about a covenant package or an underwriting assumption.
Deep curiosity about AI's potential to transform investment work, paired with a practical, solutions-oriented mindset and bias toward action.
Track record partnering with senior stakeholders to drive results, with curiosity for testing approaches and optimizing for customer outcomes.
Principal-side deal execution is required.

Nice To Haves

Asset-based and specialty finance backgrounds.
Leveraged finance, restructuring advisory, or rating-agency experience before the principal side.
Python, SQL, or experience building internal tools.
Customer-facing or commercial experience (LP or investor relations, capital formation, banking coverage, business development).
Hands-on experience using AI tools in an investment setting.

Responsibilities

Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside AEs and CSMs.
Translate real investment work into Harvey solutions.
Serve as the trust layer across the entire customer lifecycle.
Design, build, and refine solutions that hold up under live deal pressure.
Shape Harvey's product roadmap by bringing credit-team feedback into the product.
Build the credit playbook (demo library, workflow templates, use cases) for private credit.
Run live pilots for private credit opportunities.
Lead the private credit practice as the team grows.
Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout the pre-sales process and beyond.
Guide lenders through what's possible with AI.
Sit down with credit teams to build screening, underwriting, and credit committee workflows in the firm's own templates and formats.
Perform lender presentation and CIM review.
Conduct QoE read-throughs and data pack analysis.
Perform cash flow and leverage modeling.
Handle sizing and structuring.
Review covenant and credit agreements.
Draft credit memos.
Analyze comps.
Perform compliance certificate review.
Track covenants.
Analyze amendments and waivers.
Conduct quarterly portfolio reporting.