Forward Deployed Finance Engineer, Real Estate
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 Real Estate will lead the development of the real estate playbook, including demo libraries, workflow templates, and use cases.
- This role serves as the primary technical and domain expert, guiding real estate investment firms through pilots, onboarding, and custom workflow builds using Harvey's AI platform.
- You will act as the bridge between real estate investment teams and Harvey's product development, ensuring the platform meets the specific needs of acquisitions and credit professionals.
Responsibilities
- Lead discovery, demos, pilots, trainings, and onboarding for real estate investment clients.
- Translate real investment work into Harvey solutions, including screening, underwriting, and investment committee workflows.
- Build and refine real estate-specific workflow templates and use cases.
- Perform OM and broker package review, rent roll and T-12 normalization, and lease and estoppel abstraction.
- Conduct third-party report review including appraisal, property condition, and environmental reports.
- Build and manage ARGUS and acquisition models.
- Support post-close asset management reporting, loan compliance, and valuation.
- Collaborate with Account Executives and Customer Success Managers to drive customer adoption.
- Provide feedback to the product team to shape the Harvey product roadmap.
- Lead the real estate practice as the team grows.
Requirements
- 3+ years of experience on an acquisitions, asset management, or real estate credit team at a real estate private equity platform, debt fund, insurer, or developer-investor.
- Demonstrated ownership of live deal work including screening, underwriting, diligence, modeling, and drafting committee materials.
- Strong command of real estate investment documents and data, including rent rolls, T-12s, leases, estoppels, and third-party reports.
- 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.
- Practical, solutions-oriented mindset with a bias toward action.
Preferred qualifications
- Python proficiency
- SQL proficiency
- Experience building internal tools
- Customer-facing or commercial experience (LP or investor relations, capital formation, banking or brokerage coverage, business development)
- Hands-on experience using AI tools in an investment setting
- Brokerage, valuation, or investment banking experience prior to the principal side
Benefits
- OTE $254,600 - $350,000 USD (75/25 Split)
- Equity
Workplace
- Travel required approximately 2–3+ times per month.
- Travel is typically for 1–3 days at a time for significant business needs.
Skills
- Excel
- Financial Modeling
- ARGUS
- Agentic AI
- Python
- SQL
