Forward Deployed Investor
AI summary of the role
Forward Deployed Investor role at 9fin, an AI platform for debt markets.
What you’ll do
- Map client investment workflows and identify the 3-5 highest-value insertion points for 9fin's AI.
- Build 9fin's AI into workflows using in-platform capabilities, MCP integrations, and agents.
- Drive adoption at served accounts: onboard users, run enablement sessions, monitor usage, and review adoption with champions and sponsors.
- Feed structured field intelligence back to product/engineering and the wider GTM cycle.
What you’ll bring
- 3+ years of practitioner experience at an asset manager, credit fund, or insurer.
- Domain expertise in one or more: credit portfolio management/research, private credit/direct lending, CLO investing, distressed/special situations, or buy-side transformation/data/research tech.
- Hands-on experience with AI-native platforms like Rogo, Hebbia, AlphaSense, or Octus.
- Comfortable operating inside confidential investment processes.
Technologies
AI · MCP · Rogo · Hebbia · AlphaSense · Octus · agents · workflow automation
About 9fin
AI platform centralising proprietary credit data, covenant/legal/ESG analysis, and workflows for institutions trading global debt and private credit.
Series C · 200–500 people
Source and classification
Customer adoption & accounts · Evidence for this classification:
The Role 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." You will work with 9fin's most strategic buy-side clients, drive deep adoption of our existing AI capabilities across the investment process, and become a critical voice in shaping what we build next. Every client
More from the job description
About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. The Role 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 [... source excerpt omitted ...] 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." You will work with 9fin's most strategic buy-side clients, drive deep adoption of our existing AI capabilities across the investment process, and become a critical voice in shaping what we build next. Every client engagement is a source of product intelligence. The insights you bring back from the front line will directly influence 9fin's AI product roadmap and sharpen how we win the next generation of buy-side accounts. What You Will Do Map investment workflows and find the highest-value insertion po [... source excerpt omitted ...] lative 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 sup
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