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Forward Deployed Investor

9fin· Product Management
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New York$128k - $173kFull-timePosted 2mo ago

About the role

The Forward Deployed Investor engages with buy-side clients to embed AI-driven workflows into investment processes, gather product intelligence from deployments, and influence the AI product roadmap. The role combines domain expertise in credit investing with hands-on technical and cross-functional collaboration to drive adoption and expansion of 9fin’s platform among asset managers, funds, and other buy-side institutions.

Responsibilities

  • Map investment workflows and find the highest-value insertion points. Embed with client teams to document how sourcing, screening, underwriting, credit committee preparation, portfolio monitoring, and relative value work actually gets done end-to-end. Identify the three to five places where 9fin's AI can materially change the workflow. Co-author adoption success criteria with the client, tied to their investment outcomes.
  • Build 9fin's AI into those workflows. Take the identified insertion points and build them out using 9fin's toolkit: in-platform capabilities, MCP integrations, agents, and future capabilities as they ship. Weighted by workflow depth, not count. Iterate based on real usage behaviour, not intended usage.
  • Drive adoption at your served accounts. Onboard named users across investment, research, and risk. Run enablement sessions with power users, identify and support champions inside the client. Monitor active usage and address dormant seats before they become churn signals. Review adoption monthly with client champions and quarterly with the CIO, head of research, or equivalent sponsor.
  • Feed the field back into 9fin. Every deployment produces structured intelligence, fed to two consumers. First, product and engineering: prioritised requests tied to specific account and workflow context, patterns extracted across deployments. Second, the wider GTM cycle: case studies, demo assets, workflow evidence, and competitive intelligence that sharpen the next GTM cycle.
  • Spot expansion. Identify opportunities inside served accounts for new users, new use cases, new departments, or new products. Document with context and hand to Account Management for commercial follow-up.

Qualifications

  • 3+ years of practitioner experience at an asset manager, credit fund, or insurer
  • Fluency across end-to-end investment workflows in credit investing
  • Domain expertise areas: Credit portfolio management and research; Private credit and direct lending; CLO investing; Distressed and special situations; Buy-side transformation, data, or research technology functions

Skills

Required:Credit portfolio management and researchPrivate credit and direct lendingCLO investingDistressed and special situations
Nice to have:Buy-side transformation, data, or research technology

Benefits

  • Competitive Salary: $128,000-$173,000
  • Equity Options
  • 401(k) (9fin pays 3%, employee contributions are uncapped)
  • Private Health Insurance, with Dental and Vision
  • Paid sick leave
  • Disability Insurance (New York)
  • Commuter benefit
  • 25 vacation days per year
  • Local public holidays
  • Work abroad for up to 3 months a year
  • 1 month paid sabbatical after 5 years of service
  • Enhanced parental leave & flexible working arrangements available
  • Professional learning and development budget
  • Bi-annual team socials
  • Summer and Winter company social events
  • Hybrid Policy (Tuesdays and Wednesdays in office from Jan 2027)
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About 9fin

Faster, smarter, debt market intelligence

9fin is a leading provider of debt market intelligence and offers everything you need to analyse a credit, or win a mandate in one AI-powered platform

Debt Market IntelligenceDataAnalyticsCredit AnalysisFinancial Data
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