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Rogo

Generative AI for financial research automation

Forward Deployed - Asset Management

Pre-Sales Solution EngineeringUpdated on Nov 11
Full-time$115k - $200k /yrIn-person

About the Job

Requirements

  • At least 3 years of front-office experience at a large asset manager.
  • Ability to engage executives, establish strong relationships with key decision-makers, and build credibility at all levels.
  • Strong presentation skills, including impromptu whiteboarding and presenting through presentations and demos.
  • Curiosity about AI's potential to transform financial services.
  • Sales or client-facing experience, including business development and/or directly managing institutional client matters and relationships.

Responsibilities

  • Lead full-cycle client engagements, build consultative relationships, and tailor demonstrations for investors and deal teams.
  • Engage with bankers and investors at existing and prospective customers to understand and address workflow challenges, and explain and demonstrate the value of Rogo's AI solutions.
  • Establish expertise in solving customers' specific problems, including public company financial research, M&A advisory, and company diligence workflows.
  • Lead product demonstrations tailored to financial firms, ask questions to validate how Rogo can add value, and showcase relevant features and benefits for prospective client use cases.
  • Partner with the marketing team to develop content tailored to bankers' and investors' practice areas and client types.
  • Act as the voice of the customer, help the broader sales team develop and implement 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.
  • Help position Rogo as credible and substantive in applying AI solutions to improve bankers' and investors' work.
  • Conduct research and analysis on customers and competitors.

About the Company

Rogo

Generative AI for financial research automation

Rogo builds a generative AI platform for financial institutions to automate research, workflows, and document creation by coordinating multiple AI models across proprietary and external content. Its model-agnostic orchestration lets users plug in different AI models and data sources to generate insights, reports, and outputs for analysts, traders, and portfolio teams. The platform serves investment banks, private equity, hedge funds, and asset managers, with deployments across 50,000+ professionals in 350+ firms, and it is expanding into wealth management and new regions in EMEA and APAC. Its goal is to help financial institutions scale research and documentation workloads and speed up decision-making by providing a flexible AI backbone that coordinates models, data feeds, and documents, differentiating through cross-model orchestration tailored to finance.

Company size
201-500
Company stage
Late Stage VC
Total funding
$345M
Headquarters
New York City, New York
Founded
2021

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