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Salary: USD 254,600 - 381,800 / annual
Harvey is an AI platform transforming legal and professional services work through frontier agentic AI, enterprise-grade infrastructure, and deep domain expertise. The company has strong product-market fit, world-class investor backing, and is scaling rapidly.
The Finance Engineering team serves as the investment-side counterpart to Harvey's Legal Engineering team, composed of former investment professionals who bring real deal experience to prospects and customers. Forward Deployed Finance Engineers lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers. They translate real investment work into Harvey solutions and serve as the trust layer across the entire customer lifecycle.
Harvey Deals is a new product built from Harvey's acquisition of Benchmark, where investment teams run their deals—screening, underwriting, diligence, and committee materials—built in the firm's own templates and formats with full document traceability. Harvey works with 150+ asset management firms and analyzes 178M+ documents monthly.
As the first Finance Engineer dedicated to private credit, you will build the credit playbook including demo library, workflow templates, and use cases while running live pilots and leading the credit practice as the team grows. You will work with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout the pre-sales process and beyond.
The role involves the full spectrum of credit work: lender presentations and CIM reviews, QoE read-throughs and data pack analysis, cash flow and leverage modeling, sizing and structuring, covenant and credit agreement review, credit memo drafting, and comps analysis. Post-close work includes compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting. You will bring credit-team feedback into the product roadmap, shaping the future of Harvey.
Travel is expected 2–3+ times per month for 1–3 days at a time, always for significant business needs.
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 including screening, underwriting, diligence workstreams, modeling, structuring, and drafting credit committee materials. Asset-based and specialty finance backgrounds welcome. Leveraged finance, restructuring advisory, or rating-agency experience acceptable if principal-side deal execution is demonstrated.
- Strong command of documents and data driving credit decisions—lender presentation, CIM, QoE, data pack, model, credit agreement, intercreditor, compliance certificates—with instinct for where numbers and paper disagree.
- Advanced Excel and financial modeling skills; comfort with prompting and agentic AI workflows; builder's instinct for turning repeated manual processes into repeatable automation. Python, SQL, or internal tools experience is a plus.
- Executive presence and relationship-building skills; ability to establish credibility from analysts through partners and credit committee members.
- Outstanding communication and presentation skills; comfortable leading live demos, facilitating workshops, and discussing technical details on covenant packages and underwriting assumptions.
- Deep curiosity about AI's potential to transform investment work, paired with 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/investor relations, capital formation, banking coverage, business development) and/or hands-on AI tools experience in investment settings are pluses.
About Harvey
Legal / Compliance / Risk; AI / Data / Infrastructure — AI platform for legal and professional services work.
