Forward Deployed Finance Engineer, Buyout
New York · USD 254,600-350,000 · 3+ years experience · Full-time · Hybrid · Posted Oct 2, 2026
At a glance
- Experience
- 3+ years experience
- Employment
- Full-time
- Workplace
- Hybrid
- Location
- New York
- Salary
- USD 254,600-350,000 · OTE
About the role
- The Forward Deployed Finance Engineer for Buyout will lead the development of the buyout playbook, including demo libraries, workflow templates, and use cases.
- This role serves as the primary investment-side expert, working directly with buyout funds to implement Harvey's AI solutions for deal screening, underwriting, and diligence.
- You will act as a bridge between investment teams and product development, ensuring Harvey's platform meets the specific needs of live deal environments.
Responsibilities
- Lead discovery, demos, pilots, trainings, and onboarding for buyout fund customers.
- Build custom workflows for screening, underwriting, diligence, and investment committee materials.
- Translate real investment work into Harvey solutions using firm-specific templates and formats.
- Perform CIM and management presentation reviews, QoE and data pack analysis, and LBO/returns analysis.
- Support post-close activities including portfolio monitoring, add-on pipeline tracking, and valuation support.
- Collaborate with Account Executives and Customer Success Managers to drive customer adoption.
- Gather and synthesize deal-team feedback to influence the Harvey product roadmap.
- Develop and maintain a library of buyout-specific use cases and demo materials.
Requirements
- 3+ years of experience on the investment team at a buyout fund (middle-market, lower-middle-market, growth-buyout, or sector-specialist).
- Demonstrated ownership of live deal work including screening, underwriting, diligence, modeling, and drafting investment committee materials.
- Strong command of buyout-related documents and data, including CIMs, QoE, data packs, banker/operating models, and LBO/purchase agreements.
- Advanced Excel and financial modeling skills.
- Comfort with prompting and agentic AI workflows.
- Executive presence with the ability to build relationships from analysts to partners.
- Outstanding communication and presentation skills for leading demos and workshops.
- Bias toward action and a practical, solutions-oriented mindset.
Preferred qualifications
- Investment banking or transaction advisory experience.
- Proficiency in Python or SQL.
- Experience building internal tools.
- Customer-facing or commercial experience (e.g., investor relations, capital formation, banking coverage, business development).
- Hands-on experience using AI tools in an investment setting.
Benefits
- OTE $254,600 - $350,000 USD (75/25 Split)
- Equity
Workplace
- Travel required approximately 2–3+ times per month.
- Travel typically lasts 1–3 days per trip.
Skills
- Excel
- Financial Modeling
- Agentic AI
- Python
- SQL
