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Harvey

Forward Deployed Finance Engineer, Private Credit

Who can apply: Only open to applicants in: New York.
Location as listed by the employer: “New York”
Apply on Harvey's site ↗

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About this role

Harvey is hiring for a Forward Deployed Finance Engineer, Private Credit role (full-time). See the official posting for full details.

Requirements

  • 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: screening, underwriting, diligence work…
  • 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…
  • 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 in…
  • 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.

Summarized from the employer's posting — check the full posting for every requirement.