6 hours ago
Base Salary
$255k - $382k/yr
Responsibilities
- Lead discovery, demos, pilots, trainings, onboarding, and custom builds for private-credit customers.
- Design and implement screening, underwriting, diligence, credit committee, covenant, and portfolio-reporting workflows in customers’ templates and formats.
- Review lender presentations, CIMs, QoE materials, data packs, cash-flow and leverage models, credit agreements, compliance certificates, and related deal documents.
- Work with direct lenders, private-credit funds, BDC managers, specialty finance managers, and insurer credit arms throughout pre-sales and post-sale engagements.
- Partner with Account Executives and customer teams to run live pilots and guide customers on AI-enabled investment workflows.
- Bring customer feedback into Harvey’s product roadmap and build the private-credit demo library, workflow templates, and use cases.
- Establish and lead Harvey’s private-credit practice as the first dedicated Finance Engineer in the area.
Requirements
- At least 3 years of experience on the investment or underwriting team at a direct lender, private-credit fund, BDC manager, or insurer private-credit arm, with ownership of live deal work.
- Principal-side deal execution experience covering screening, underwriting, diligence, modeling, structuring, and credit committee materials is required.
- Strong command of lender presentations, CIMs, QoE and data packs, financial models, credit agreements, intercreditors, and compliance certificates.
- Advanced Excel and financial modeling skills, comfort with prompting and agentic AI workflows, and an instinct for automating repeated manual processes.
- Executive presence, relationship-building ability, and communication skills across analysts, associates, partners, and credit committee members.
- Ability to lead live demos, facilitate workshops, and discuss covenant packages and underwriting assumptions in technical detail.
- Curiosity about AI’s potential to transform investment work, a solutions-oriented mindset, and a track record of partnering with senior stakeholders.
- Asset-based finance, specialty finance, leveraged finance, restructuring advisory, rating-agency, customer-facing, commercial, or investment-setting AI experience is a plus.
- Python, SQL, or experience building internal tools is a plus.
Benefits
- The role may require travel approximately 2–3 or more times per month, typically for 1–3 days and for significant business needs.
About Harvey
Harvey builds domain-specific generative AI for legal and other professional services, delivered as an enterprise platform and APIs to automate contract analysis, due diligence, compliance, and litigation workflows. Founded in 2022 and headquartered in San Francisco, it sells to law firms and corporate legal departments on enterprise agreements; investors include Sequoia Capital and OpenAI. Customers include multiple Am Law 100 firms and Fortune 500 companies’ legal teams.