Forward Deployed Banker
Core
Embed with bank clients to map credit market workflows (origination, structuring, syndication, trading) and implement 9fin's AI platform capabilities to drive adoption and shape the product roadmap.
Role type
Senior IC Forward Deployed Banker (Debt Markets)
Builds
AI-powered workflow integrations for debt capital markets origination and trading
Domain
Debt capital markets (LevFin, Direct Lending, CLO) + AI/FinTech
Deliverable
production ML models | product features
Required skills
LevFin origination/syndication, Direct Lending underwriting/portfolio monitoring, CLO structuring, AI workflow transformation, confidential deal environment management, cross-functional collaboration, outcome-oriented adoption strategy
Preferred skills
Experience with Rogo, Hebbia, AlphaSense, internal AI working groups, technology company background in banking
Technologies
9fin platform, MCP integrations, AI agents
Responsibilities
Map bank workflows to identify high-value AI insertion points; Build AI capabilities into client workflows using 9fin toolkit; Drive platform adoption and monitor usage metrics; Feed structured intelligence back to product and GTM teams; Identify expansion opportunities within client accounts
Seniority
Senior, hands-on IC
