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Harvey

Forward Deployed Finance Engineer, Buyout

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, Buyout role (full-time). See the official posting for full details.

Requirements

  • 3+ years on the investment team at a buyout fund — middle-market or lower-middle-market, ideally with add-on activity — or a growth-buyout or sector-specialist fund, with demonstrated ownership of live deal work: screen…
  • Strong command of the documents and data that drive a buyout decision — CIM and management presentation, QoE and data pack, banker and operating models, LBO, purchase agreement and financing terms — and an instinct for…
  • 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 investment committee members.
  • Outstanding communication and presentation skills — comfortable leading a live demo, facilitating a workshop, or holding your own in a technical conversation about 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.