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Rogo

Generative AI for financial research automation

Forward Deployed Banker

Pre-Sales Solution EngineeringPosted on Nov 10
Full-timeNo salary listedIn-person

About the Job

Requirements

  • At least 3 years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund.
  • Ability to engage executives and establish strong relationships and credibility with key decision-makers at all levels.
  • Strong presentation skills, including impromptu whiteboard presentations and presentations or demonstrations.
  • Curiosity about AI’s potential to transform financial services.
  • Sales or limited-partner-facing experience, including business development and/or direct management of banking client matters and client relationships.
  • Ability to work autonomously and comfortably in ambiguous, fast-paced startup environments.
  • Collaborative, organized, thoughtful, and kind approach.

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 workflow challenges and explain and demonstrate Rogo’s AI solutions.
  • Establish expertise in solving customers’ problems, including public-company financial research, mergers and acquisitions advisory, and company diligence workflows.
  • Lead product demonstrations tailored to financial firms, validate how Rogo can add value, and showcase features and benefits relevant to each prospective client’s use cases.
  • Partner with marketing to develop content for bankers and investors, tailored to their practice areas and client types.
  • Represent the voice of the customer by helping the sales team develop and implement strategies and synthesizing customer feedback for the product team from a financial-services perspective.
  • Tailor the introduction of new solutions to specific customer needs.
  • Build market perception of Rogo as a credible and substantive provider of AI solutions for bankers and investors.
  • 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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