harvey - Forward Deployed Finance Engineer, Private Credit
Requirements
• 6+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm, with demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, structuring, and drafting credit committee materials. Asset-based and specialty finance backgrounds are welcome. Leveraged finance, restructuring advisory, or rating-agency experience before the principal side is welcome, but principal-side deal execution is required. • 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, comfort with prompting and agentic AI workflows, and a builder's instinct for turning a repeated manual process into a repeatable automation. Python, SQL, or experience building internal tools is a plus. • 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. • Customer-facing or commercial experience (LP or investor relations, capital formation, banking coverage, business development) and/or hands-on experience using AI tools in an investment setting are pluses. • DEPENDING ON YOUR LOCATION, AN APPLICANT PRIVACY NOTICE MAY APPLY TO YOU. YOU CAN FIND ALL OF OUR APPLICANT PRIVACY NOTICES HERE https://harveyai.notion.site/Harvey-Candidate-Privacy-Notices-319ac3fcdd7a803bb807d5094f249922?pvs=74.
Responsibilities
• Forward Deployed Finance Engineers on the private credit team are former credit investors who left the desk to help build the future of how credit gets underwritten. Working closely with Account Executives, they engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout the pre-sales process and stay with them well past it — leading pilots on live opportunities, guiding lenders through what's possible with AI, and sitting down with credit teams to build screening, underwriting, and credit committee workflows in the firm's own templates and formats. • The work is the work they did on the desk: lender presentation and CIM review; QoE read-throughs and data pack analysis; cash flow and leverage modeling; sizing and structuring; covenant and credit agreement review; credit memo drafting; and comps. It continues post-close into compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting, so value compounds after the first deal. Along the way, Finance Engineers bring credit-team feedback back into the product, helping shape the future of Harvey.
Benefits
• At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.
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