Forward Deployed Investor
Role Summary
Join 9Fin as a Forward Deployed Investor to drive AI adoption in investment workflows and influence product development in the debt markets.
About the Organisation
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.
- Category leadership. 9fin is the reference platform for debt capital markets data and AI. Buy-side clients use us because there is no comparable alternative.
- A genuine domain-expert role. You bring credit investing expertise; we back you with the platform, the product team, and the mandate to make it real inside client organisations.
- Direct influence on the product. Field intelligence from your deployments feeds the product roadmap. What you learn on the ground shapes what 9fin builds next.
- Series C stage, growing fast. Small enough that your work is visible, large enough to have the platform and customer base ready for real deployment.
Key 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.
Minimum Requirements
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
- Buy-side transformation, data, or research technology functions. 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
Working Conditions
We’re a scaling start up, and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.
- Professional learning and development budget
- Bi-annual team socials
- Summer and Winter company social events
Eligibility Criteria
Eligibility details regarding work authorization or sponsorship are unclear.
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