9fin Forward Deployed Investor at 9fin embedding with buy-side clients to integrate AI into investment workflows. Drive adoption and provide product intelligence to shape AI roadmap.
Responsibilities
9fin's buy-side clients are the capital behind the credit markets. Credit funds, CLO managers, private credit platforms, and distressed investors run research, underwriting, portfolio monitoring, and relative value workflows that are deep and specialised. They are actively excited about what AI can unlock. Our job is to make that potential real inside their investment teams.
The Forward Deployed Investor is the person who does it. You are a domain expert who has done the work yourself, and you can credibly sit across the table from a portfolio manager, a private credit underwriter, or a distressed analyst and say: "Here is how this changes the way you invest."
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.
You are a subject matter expert with 3+ years of practitioner experience at an asset manager, credit fund, or insurer, with fluency across end-to-end investment workflows in your area, not just the data those workflows consume. Specifically, in one or more of the following:
Credit portfolio management and research. High yield, leveraged loan, or multi-strategy credit investing, covering screening, underwriting, credit committee process, and ongoing portfolio monitoring
Private credit and direct lending. Origination, underwriting, documentation review, or portfolio monitoring at a private credit or direct lending platform
CLO investing. CLO management, warehouse and portfolio construction, or CLO debt and equity tranche investing
Distressed and special situations. Stressed and distressed credit analysis, restructuring and process tracking, documentation and covenant analysis, or capital structure work
