Forward Deployed Investor
Core
Embed with buy-side investment teams to map workflows, deploy AI capabilities, and drive adoption of 9fin's platform for debt markets.
Role type
Senior Forward Deployed Investor (Domain Expert)
Builds
AI-powered investment workflows (sourcing, screening, underwriting, portfolio monitoring) for credit funds and asset managers
Domain
Global debt capital markets (High yield, leveraged loan, CLO, private credit, distressed)
Deliverable
production ML models | product features
Required skills
Credit portfolio management, Private credit/direct lending, CLO investing, Distressed/special situations, Buy-side transformation/AI strategy, Modern domain tooling (Rogo, Hebbia, AlphaSense, Octus), Confidential investment process handling, Cross-functional collaboration, Outcome-oriented adoption metrics
Preferred skills
Experience at a technology company focused on credit markets, Internal AI/data working group participation, Vendor evaluation lead experience
Technologies
9fin platform, MCP integrations, AI agents
Responsibilities
Map investment workflows and identify high-value AI insertion points, Build and iterate AI workflows using 9fin's toolkit, Drive adoption and enablement at client accounts, Feed field intelligence to product and GTM teams, Identify expansion opportunities within served accounts
Seniority
Senior, hands-on IC
