FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment and underwriting processes, with a strong focus on building and executing private credit solutions. Proficient in financial modeling, lender presentations, and leveraging AI tools to enhance investment workflows.
Highest-signal resume keywords
Investment Team ExperienceFinancial ModelingLender Presentation SkillsAI Workflow ImplementationDeal Execution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingScreeningUnderwritingCovenant ReviewCredit Memo DraftingData Pack AnalysisCash Flow ModelingStructuringExcelPython
Soft Skills
Outstanding CommunicationRelationship-BuildingExecutive PresenceSolutions-Oriented MindsetCuriosity About AI
Tools & Technologies
AI ToolsInternal ToolsCIM ReviewCredit AgreementsCompliance Certificates
Industry Keywords
Private CreditDirect LenderBDC ManagerInvestment WorkDiligence Workstreams
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
- Translate real investment work into Harvey solutions across the customer lifecycle
- Build the private credit playbook, including demo library, workflow templates, and use cases
- Run live pilots and lead the private credit practice as the team grows
- Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout pre-sales and post-sales
- Guide lenders through AI capabilities and build screening, underwriting, and credit committee workflows in their templates and formats
- Perform lender presentation and CIM review, QoE read-throughs, data pack analysis, cash flow and leverage modeling, sizing and structuring, covenant and credit agreement review, credit memo drafting, and comps analysis
- Support post-close compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting
- Bring credit-team feedback into the product and help shape Harvey’s product roadmap
Requirements
What you’ll need- 6+ years on the investment or underwriting team at a direct lender, private credit fund, BDC manager, or insurer private credit arm
- Demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, structuring, and drafting credit committee materials
- Principal-side deal execution required
- Strong command of lender presentations and CIMs, QoE and data packs, models, credit agreements and intercreditors, and compliance certificates
- Advanced Excel and financial modeling
- Comfort with prompting and agentic AI workflows
- Builder’s instinct for turning repeated manual processes into repeatable automation
- Executive presence and relationship-building skills
- Outstanding communication and presentation skills
- Ability to lead live demos, facilitate workshops, and discuss covenant packages or underwriting assumptions technically
- Deep curiosity about AI’s potential to transform investment work
- Practical, solutions-oriented mindset and bias toward action
- Track record partnering with senior stakeholders to drive results
- Customer-facing or commercial experience and/or hands-on experience using AI tools in an investment setting are pluses
- Python, SQL, or experience building internal tools is a plus
Benefits
Comp & perks- Opportunity to help build a generational company at a true inflection point
- Opportunity for personal, professional, and financial growth
- Travel for significant business needs, typically 2–3+ times per month for 1–3 days
- Reasonable accommodations for applicants with disabilities