Forward Deployed Finance Engineer, Buyout
Core
Lead discovery, demos, pilots, and custom builds for middle-market buyout funds, translating real investment work into Harvey solutions to shape the product roadmap.
Role type
Forward Deployed Finance Engineer (Buyout)
Builds
Harvey Deals product features (screening, underwriting, diligence, committee materials) and buyout-specific demo libraries/workflows
Domain
Private Equity / Buyout / Financial Services
Deliverable
product features
Required skills
Buyout deal execution (screening, underwriting, diligence, modeling), LBO analysis, CIM and management presentation review, QoE and data pack analysis, banker and operating model interrogation, investment committee materials drafting, advanced financial modeling, Python or SQL
Preferred skills
Add-on activity experience, growth-buyout or sector-specialist fund background, internal tool building, customer-facing/commercial experience
Technologies
Python, SQL, Harvey Deals platform, agentic AI workflows
Responsibilities
Lead live pilots on buyout opportunities, guide sponsors through AI capabilities, build screening/underwriting/diligence workflows in client templates, bring deal-team feedback into product roadmap, conduct CIM and management presentation reviews, perform LBO and returns analysis
Seniority
Mid-Senior, hands-on IC