Forward Deployed Finance Engineer, Private Credit

New York · USD 254,600-350,000 · 3+ years experience · Full-time · Hybrid · Posted Oct 2, 2026

At a glance

Harvey is seeking a Forward Deployed Finance Engineer for Private Credit to lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers.
This role is the first Finance Engineer dedicated to private credit, tasked with building the credit playbook and leading the credit practice as the team grows.

Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside AEs and CSMs.
Translate real investment work into Harvey solutions across the customer lifecycle from first pilot to custom-built workflows.
Build the credit playbook including demo library, workflow templates, and use cases while running live pilots.
Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout the pre-sales process and post-close.
Conduct lender presentation and CIM review, QoE read-throughs, and data pack analysis.
Perform cash flow and leverage modeling, sizing and structuring, covenant and credit agreement review, credit memo drafting, and comps.
Manage post-close work such as compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting.
Bring credit-team feedback back into the product to help shape the future of Harvey.

3+ 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.
Strong command of documents and data that drive a credit decision including lender presentation, CIM, QoE, data pack, model, credit agreement, intercreditor, and compliance certificates.
Advanced Excel and financial modeling skills.
Comfort with prompting and agentic AI workflows, and a builder's instinct for turning a repeated manual process into a repeatable automation.
Executive presence and relationship-building skills to establish credibility from analysts and associates through to partners and credit committee members.
Outstanding communication and presentation skills to lead live demos, facilitate workshops, and hold technical conversations about covenant packages or underwriting assumptions.
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.

Python, SQL, or experience building internal tools
Customer-facing or commercial experience such as LP or investor relations, capital formation, banking coverage, or business development
Hands-on experience using AI tools in an investment setting

May be asked to travel around 2–3+ times per month for 1–3 days at a time for significant business needs.