Forward Deployed Finance Engineer, Real Estate
$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, Real Estate to join our Finance Engineering team. This role is the first dedicated to real estate and will involve building the real estate playbook, running live pilots, and leading the real estate practice. You will translate real investment work into Harvey solutions, serving as the trust layer across the entire customer lifecycle. This is an opportunity to shape Harvey's product roadmap and build the future of how property gets underwritten.
Responsibilities
- Lead discovery, demos, pilots, trainings, and onboarding alongside Account Executives and Customer Success Managers.
- Translate real investment work into Harvey solutions.
- Design, build, and refine solutions that hold up under live deal pressure.
- Build the real estate playbook, including demo library, workflow templates, and use cases.
- Run live pilots with real estate clients.
- Lead the real estate practice as the team grows.
- Engage with real estate private equity platforms, debt funds, insurer/asset-manager real estate arms, and developer-investors.
- Guide investors through the possibilities of AI.
- Build screening, underwriting, and investment committee workflows in client-specific formats.
- Perform OM and broker package review.
- Normalize rent roll and T-12 data.
- Abstract leases and estoppels.
- Build ARGUS and acquisition models.
- Review third-party reports (appraisal, property condition, environmental).
- Analyze sale and rent comparables.
- Review loan documents and term sheets.
- Prepare investment committee materials.
- Support asset management reporting, loan compliance, and valuation post-close.
- Bring acquisitions team feedback into product development.
Requirements
- 3+ years of experience on an acquisitions, asset management, or real estate credit team at a real estate private equity platform, debt fund, insurer/asset-manager real estate arm, or developer-investor.
- Demonstrated ownership of live deal work: screening, underwriting, diligence workstreams, modeling, and drafting committee materials.
- Principal-side deal execution experience is required (brokerage, valuation, or investment banking experience prior is welcome).
- Strong command of documents and data driving real estate investment decisions (OM, broker package, rent roll, T-12, leases, estoppels, third-party reports, loan documents, ARGUS, Excel models).
- 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.
- Ability to establish credibility with all levels, from analysts to investment committee members.
- Outstanding communication and presentation skills.
- Comfort leading live demos, facilitating workshops, and engaging in technical conversations.
- Deep curiosity about AI's potential in investment work.
- Practical, solutions-oriented mindset with a bias toward action.