Full-Time

Financial AI Strategist

Confirmed live in the last 24 hours

Rogo

Rogo

11-50 employees

Generative AI platform for financial institutions

No salary listed

Mid, Senior

New York, NY, USA

Category
Investment Banking
Private Equity
Finance & Banking
Required Skills
Sales
Requirements
  • 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund
  • Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels
  • Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos
  • Curiosity about AI’s potential to transform financial services
  • Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships
Responsibilities
  • Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them
  • Establish yourself as a credible expert in solving customers’ specific problems (e.g., public company financial research, M&A advisory, company diligence workflows)
  • Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client’s potential use cases
  • Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types
  • Act as the 'Voice of the Customer,' using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens
  • Tailor the introduction of new solutions to specific customer needs
  • Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs
  • Conduct research and analysis on customers and competitors
Desired Qualifications
  • You thrive in fast-paced environments
  • You are ambitious
  • You are curious
  • You are an owner
  • You are collaborative, organized, and thoughtful

Rogo provides a secure generative AI platform tailored for elite financial institutions, including investment banks, hedge funds, and asset management companies. The platform utilizes advanced large language models to search, analyze, and cite millions of documents, significantly reducing the time spent on manual research. This allows junior team members to focus on more valuable tasks while enabling executives to quickly access critical information. Rogo's business model focuses on customizing its AI solutions to meet the specific needs of each client, ensuring that the platform understands the unique language and data of their operations. Revenue is generated through subscription fees and additional services like customization and support. The goal of Rogo is to enhance productivity and decision-making in financial institutions, helping them save time, improve insights, and automate workflows.

Company Size

11-50

Company Stage

Series A

Total Funding

$29.2M

Headquarters

New York City, New York

Founded

2021

Simplify Jobs

Simplify's Take

What believers are saying

  • Rogo's partnership with Crunchbase enhances its financial generative AI platform.
  • The $18.5M Series A funding supports Rogo's development of Wall Street's first AI analyst.
  • Integration with ESG data providers offers insights into sustainable investment opportunities.

What critics are saying

  • Dependence on third-party data providers could disrupt Rogo's insights delivery.
  • Rapid AI advancements may lead to competitors developing superior platforms.
  • Rogo's bespoke solutions may face scalability challenges as the company grows.

What makes Rogo unique

  • Rogo offers a bespoke AI platform tailored to elite financial institutions.
  • The platform integrates and analyzes data from multiple sources for quick insights.
  • Rogo's AI enhances productivity by automating workflows and decision-making processes.

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Benefits

Flexible Work Hours

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

10%

1 year growth

7%

2 year growth

-2%
Rogo
Jan 16th, 2025
Rogo and Crunchbase Partner to Supercharge Rogo's AI Analyst

New York, Dec 1st, 2024 - Rogo has announced a partnership with Crunchbase, a leading provider for private company intelligence, to support the development of Rogo's financial generative AI platform.

Rogo
Jan 8th, 2025
Rogo Leverages Quartr API to Power First-of-its-Kind Analysis Tools for Investment Bankers

NEW YORK & STOCKHOLM - Today, Rogo, the cutting-edge generative AI platform for finance, announced a partnership with Quartr, the leading provider of live earnings call data and investor relations materials.

PR Newswire
Oct 1st, 2024
Rogo Announces $18M Series A Funding Round led by Khosla Ventures to Build Wall Street's First AI Analyst

/PRNewswire/ -- Rogo, the secure enterprise AI platform built by and for finance professionals, announces an $18.5 million Series A funding round led by Khosla...

Rogo
Oct 1st, 2024
Rogo raises $18M Series A from Khosla Ventures to Build Wall Street's First AI Analyst

I'm excited to announce that Rogo has raised an $18.5M Series A, led by Keith Rabois at Khosla Ventures, OpenAI's first investors, with participation from Jack Altman, Mantis VC, Eric Schmidt, BoxGroup, Company Ventures, ScOp Venture Capital, Original Capital and many others.

Rogo
Aug 12th, 2024
Meet the Rogo team: Niki Coley, Strategy & Operations

Niki Coley has recently joined Rogo's Strategy & Operations team, bringing invaluable buy-side expertise from her three years at Blackstone, where she was an Associate in the real estate group.