Forward Deployed Finance Engineer, Buyout
$255k - $382k • Remote • New York • FullTime
Posted 5h ago
About the job
Harvey is transforming how legal and professional services operate by combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise. We are seeking a Forward Deployed Finance Engineer dedicated to buyout to join our Finance Engineering team. This role is the investment-side counterpart to our Legal Engineering team, comprised of former investment professionals who bring real deal experience to our customers. You will lead discovery, demos, pilots, trainings, and custom builds, translating real investment work into Harvey solutions and serving as the trust layer across the customer lifecycle.
This position involves building the buyout playbook, including a demo library, workflow templates, and use cases, while running live pilots and leading the buyout practice as the team grows. You will work closely with Account Executives to engage with buyout funds, guiding them through the possibilities of AI and building essential workflows in their own formats. The role requires a deep understanding of how investors think and work, using that expertise to design and refine solutions that perform under live deal pressure, ultimately shaping Harvey's product roadmap based on real-world investment team needs.
Responsibilities
- Lead discovery, demos, pilots, trainings, and onboarding for buyout clients.
- Translate real investment work into Harvey solutions.
- Build the buyout playbook, including demo library, workflow templates, and use cases.
- Run live pilots on live buyout opportunities.
- Guide deal teams to build screening, underwriting, diligence, and investment committee workflows.
- Perform CIM and management presentation review.
- Analyze QoE and data packs.
- Interrogate banker and operating models.
- Conduct LBO and returns analysis.
- Perform comps and add-on screening.
- Prepare investment committee materials.
- Support portfolio monitoring, add-on pipeline tracking, and valuation.
- Bring deal-team feedback into the product to shape future development.
Requirements
- 3+ years of experience on the investment team at a buyout fund (middle-market or lower-middle-market, ideally with add-on activity) or a growth-buyout 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 experience is required; investment banking or transaction advisory experience prior to buyside is welcome.
- Strong command of documents and data driving buyout decisions (CIM, management presentation, QoE, data pack, banker/operating models, LBO, purchase agreement, financing terms).
- Instinct for identifying discrepancies between numbers and documentation.
- Advanced Excel and financial modeling skills.
- Comfort with prompting and agentic AI workflows.
- Builder's instinct for automating repeated manual processes.
- Executive presence and relationship-building skills, able to establish credibility with all levels of stakeholders.
- Outstanding communication and presentation skills, comfortable leading demos, workshops, and technical conversations.
- Deep curiosity about AI's potential in investment work.
- Practical, solutions-oriented mindset with a bias toward action.
- Track record of partnering with senior stakeholders to drive results.
- Customer-facing or commercial experience (LP/investor relations, capital formation, banking coverage, business development) is a plus.