Forward Deployed Finance Engineer, Buyout

Harvey

. Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers .

Posted 10/2/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $254,600 - $381,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment processes, including screening, underwriting, and diligence, while effectively engaging with stakeholders and leveraging AI capabilities to enhance investment workflows. Proficient in financial modeling and analysis, with a strong command of investment committee materials and presentations.

Highest-signal resume keywords

Investment Team ExperienceFinancial ModelingCIMs and Management PresentationsLBO and Returns AnalysisAI Workflows

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingLBO AnalysisUnderwritingDiligence WorkstreamsInvestment Committee MaterialsExcelData AnalysisComps AnalysisScreeningModeling

Soft Skills

Communication SkillsRelationship-BuildingExecutive PresenceCuriosityCollaboration

Tools & Technologies

PythonSQLAI WorkflowsInternal Tools

Industry Keywords

Buyout FundMiddle-MarketGrowth-Buyout FundSector-Specialist FundInvestment CommitteePortfolio MonitoringDeal ExecutionCIMsQoE ReportsFinancing Terms

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
Engage with buyout funds, sector specialists, and serial acquirers throughout the pre-sales process and beyond
Lead live pilots on investment opportunities
Guide sponsors on AI capabilities
Build screening, underwriting, diligence, and investment committee workflows in firms' templates and formats
Review CIMs and management presentations
Analyze QoE reports and data packs
Interrogate banker and operating models
Perform LBO and returns analysis and comps analysis
Conduct add-on screening
Prepare investment committee materials
Support portfolio monitoring, add-on pipeline tracking, and valuation
Bring deal-team feedback into product development and help shape Harvey's product roadmap
Build the buyout playbook, including demo library, workflow templates, and use cases
Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days per trip

Requirements

What you’ll need

3+ years on the investment team at a middle-market or lower-middle-market buyout fund, growth-buyout fund, or sector-specialist fund
Demonstrated ownership of live deal work including screening, underwriting, diligence workstreams, modeling, and drafting investment committee materials
Principal-side deal execution required
Strong command of CIMs, management presentations, QoE and data packs, banker and operating models, LBOs, purchase agreements, and financing terms
Advanced Excel and financial modeling
Comfort with prompting and agentic AI workflows
Executive presence and relationship-building skills
Outstanding communication and presentation skills
Curiosity about AI's potential to transform investment work
Track record partnering with senior stakeholders to drive results
Python, SQL, internal-tools experience, customer-facing/commercial experience, and hands-on AI investment experience are pluses

Benefits

Comp & perks

Equity plan
Comprehensive health coverage
Dental coverage
Vision coverage
Retirement benefits with 401(k) match up to 4%
Flexible PTO
Reasonable accommodations for applicants with disabilities