Forward Deployed Finance Engineer, Private Credit
Core
Build the credit playbook (demo library, workflow templates, use cases) for Harvey Deals, a product for private credit underwriting, while leading live pilots and shaping the product roadmap based on investor feedback.
Role type
Forward Deployed Finance Engineer (Private Credit)
Builds
Demo library, workflow templates, use cases, and custom-built credit underwriting workflows for private credit firms. (via careerplan.io/jobs/43c6e218-ea85-4519-b2fe-dd188ff3234f-forward-deployed-finance-engineer-private-credit-at-harvey)
Domain
Private Credit / Investment Banking / Financial Services
Required skills
Private credit underwriting, credit modeling, credit agreement review, covenant analysis, credit memo drafting, financial modeling, Excel, agentic AI workflows
Preferred skills
Python, SQL, internal tool building, customer-facing experience, AI tools in investment settings
Responsibilities
Lead discovery, demos, pilots, and trainings for direct lenders and private credit managers; execute lender presentations, CIM reviews, QoE read-throughs, and data pack analysis; build screening, underwriting, and credit committee workflows; provide credit-team feedback to shape product roadmap.
Seniority
Mid-Senior, hands-on IC with client-facing responsibilities
