Forward Deployed Finance Engineer, Private Credit

Highlights

• Build the first private credit playbook across demo library and workflow templates.
• Lead live pilots turning lender CIMs and models into traceable deal workflows.
• Shape Harvey Deals where investment teams run screening to committee materials.

What they offer

• Equity

Ideal candidate

Former credit investor who traded the desk to reshape underwriting with AI and thrives in front of customers. Builder-minded, credible from analysts to committee, and obsessed with turning messy deal work into trusted automation.

Requirements

• Prior experience as private credit investor with live underwriting background
• Command of lender presentations, CIMs, QoE, data packs, models, credit agreements and compliance certificates
• Advanced Excel and financial modeling with instinct for automating manual processes
• Comfort with prompting and agentic AI workflows
• Executive presence and credibility with analysts through credit committee members
• Outstanding communication and presentation skills for demos and workshops
• Ability to travel 2-3+ times per month for 1-3 days