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Rogo

Generative AI for financial research automation

Forward Deployed Investor

Pre-Sales Solution EngineeringUpdated on Nov 11
Full-time$115k - $180k /yr

About the Job

Requirements

  • At least 3 years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund.
  • Deep fluency in investor and banker workflows, including diligence, financial modeling, valuation, investment committee preparation, and deal execution.
  • Ability to build credibility with senior stakeholders across banking and investing organizations, including partners, managing directors, and technical leaders.
  • Strong communication and presentation skills to lead product demonstrations and explain complex financial concepts.
  • Ability to connect a prospect's business problems to Rogo's solutions and explain them to technical and non-technical audiences.
  • Structured, outcome-oriented approach, including defining success criteria, scoping evaluations, and building business cases.
  • Curiosity about artificial intelligence and conviction about its impact on financial services.
  • Bachelor's degree or above.

Responsibilities

  • Design and lead tailored demonstrations of Rogo's platform, translating artificial intelligence capabilities into impact across investing workflows such as investment diligence, portfolio construction, and front-office deal execution.
  • Partner with Sales, Product, and Engineering to drive the go-to-market motion and improve the product, bringing prospective-customer needs and financial-services expertise into product development.
  • Build trusted, consultative relationships with prospective customers, anticipate their needs, shape evaluations, and help win deals.
  • Design proof-of-value exercises that map platform capabilities to each prospect's workflows, deal types, and investment process; define success criteria with prospects, connect them to business outcomes, and build evidence to support purchase decisions.
  • Develop demonstration environments, messaging, and enablement materials to help prospects understand Rogo's value and support the broader team in winning business.
  • Translate customer feedback, financial workflows, and market trends into actionable insights to improve the platform and its competitive position.

Desired Qualifications

  • Sales, business development, or investor-relations-facing experience, including managing client relationships and commercial conversations with enterprise customers.
  • Experience partnering with Product or Engineering and translating customer requirements and financial workflows into product improvements.
  • Previous experience in business-to-business software as a service, financial technology, or artificial intelligence, particularly in customer-facing or solutions-oriented roles.

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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