At a Glance
- Tasks: Map bank workflows and integrate AI to enhance origination and trading processes.
- Company: Join 9fin, the leading AI platform transforming global debt markets.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on technology and workflow transformation.
- Why this job: Be at the forefront of AI innovation in finance and make a real impact.
- Qualifications: 3+ years in banking with expertise in leveraged finance or direct lending.
The predicted salary is between 59400 - 72600 £ per year.
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.
The Role: 9fin's bank clients operate at the centre of credit markets. Origination, structuring, syndication, and trading teams manage complex, specialised workflows, and they are actively excited about what AI can unlock across those workflows. Our job is to make that potential real inside their teams. The Forward Deployed Banker 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 LevFin banker, a direct lending desk head, or a CLO structurer and say: "Here is how this changes the way you operate." You will work with 9fin's most strategic bank clients, drive deep adoption of our existing AI capabilities across origination and trading workflows, 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 bank deals.
What You Will Do:
- Map bank workflows and find the highest-value insertion points.
- Embed with client teams to document how origination, structuring, syndication, and trading 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 business 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.
- Iterate based on real usage behaviour, not intended usage.
- Drive adoption at your served accounts.
- Onboard named user cohorts, 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 senior sponsors.
- Feed the field back into 9fin.
- Spot expansion. Identify opportunities inside served accounts for new users, new use cases, new departments, or new products.
What You Bring:
- You are a subject matter expert with 3+ years of practitioner experience at a bank, with fluency across end-to-end workflows in your area, not just the data those workflows consume.
- Specifically, in one or more of the following:
- LevFin Origination: Leveraged finance origination, syndication, or capital markets execution at a bulge bracket IB or boutique advisory.
- Direct Lending: Bank direct lending or private credit desk experience covering underwriting, portfolio monitoring, or origination.
- CLO Structuring: Bank CLO arranging, warehousing, or structuring desk experience.
- Bank corporate or transformation functions: Chief Data Office, Digital Transformation, Innovation, or AI Strategy roles where you have led or contributed to AI and workflow transformation projects specifically in leveraged finance, direct lending, or CLO structuring.
- Beyond your domain expertise, you are demonstrably interested in technology applied to your domain.
- You may have already moved to a technology company focused on banking or credit markets.
- Familiar with and hands-on with modern domain tooling.
- Direct user experience of Rogo, Hebbia, AlphaSense, or comparable AI-native platforms in your workflow.
Forward Deployed Banker employer: 9fin
9fin is an exceptional employer located in Greater London, offering a dynamic work culture that fosters innovation and collaboration. With a focus on employee growth, the company provides competitive salaries, private medical insurance, and the flexibility of hybrid working arrangements, including opportunities for international work. Join us to be part of a forward-thinking team dedicated to delivering high-quality data solutions.
