Forward Deployed Finance Engineer, Private Credit

📋 Description

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account
• Build the credit playbook — demo library, workflow templates, use cases — while running live pilots
• Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer
• Lead pilots on live opportunities and guide lenders through what's possible with AI
• Build screening, underwriting, and credit committee workflows in the firm's own templates and
• Perform lender presentation and CIM review, QoE read-throughs and data pack analysis, cash flow and

🎯 Requirements

• 6+ years on the investment or underwriting team at a direct lender, private credit fund, BDC
• Strong command of the documents and data that drive a credit decision — lender presentation and
• Advanced Excel and financial modeling, comfort with prompting and agentic AI workflows, and a
• Executive presence and relationship-building skills, with the ability to establish credibility from
• Outstanding communication and presentation skills — comfortable leading a live demo, facilitating a
• Deep curiosity about AI's potential to transform investment work, paired with a practical