Forward Deployed Investor
$128,000–$173,000 year
HybridNew York City, New York, United States or New York, United States
Job Summary
Map investment workflows to identify high-value insertion points for AI, then build and iterate those capabilities using 9fin's toolkit based on real usage behavior. Drive adoption by onboarding named users, running enablement sessions, and monitoring active usage to prevent churn. Feed structured intelligence from deployments back to product and engineering teams to shape the roadmap, while simultaneously spotting expansion opportunities for new users or use cases within served accounts. Review adoption metrics monthly with client champions and quarterly with executive sponsors.
Required Qualifications
- 3+ years of practitioner experience at an asset manager, credit fund, or insurer
- fluency across end-to-end investment workflows in your area
- Credit portfolio management and research experience including high yield, leveraged loan, or multi-strategy credit investing covering screening, underwriting, credit committee process, and ongoing portfolio monitoring
- Private credit and direct lending experience including origination, underwriting, documentation review, or portfolio monitoring at a private credit or direct lending platform
- CLO investing experience including CLO management, warehouse and portfolio construction, or CLO debt and equity tranche investing
- Distressed and special situations experience including stressed and distressed credit analysis, restructuring and process tracking, documentation and covenant analysis, or capital structure work
- Experience in buy-side transformation, data, or research technology functions including investment data, quantitative or systematic credit research, chief data office, digital transformation, or AI strategy roles where you have led or contributed to AI and workflow transformation projects specifically in credit investing
- Demonstrably interested in technology applied to your domain
- Familiarity with and hands-on experience with modern domain tooling including Rogo, Hebbia, AlphaSense, Octus, or comparable AI-native platforms
- Comfort operating inside confidential investment processes
- Strong communication skills across styles and audiences including writing and in-person skills
- Collaboration across a broad internal network including GTM, Product, Engineering, and other 9fin teams
- Outcome-oriented mindset measuring success by whether clients are actually using the platform differently
Desired Qualifications
- Direct user experience of Rogo, Hebbia, AlphaSense, Octus, or comparable AI-native platforms in your workflow
- Participation in an internal AI, data, or research technology working group
- External vendor champion or evaluation lead for domain tech
- Having already moved to a technology company focused on credit markets
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