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Rogo

Generative AI for financial research automation

Forward Deployed Banker

Pre-Sales Solution EngineeringConfirmed live in the last 24 hours
Full-timeParis, FranceNo salary listedIn-person

About the Job

Requirements

  • At least 2 years of investment banking experience at a top-tier investment bank.
  • Strong command of core banking workflows, including financial modeling, valuation, mergers and acquisitions, capital markets, due diligence, and client presentations.
  • Ability to build credibility with senior bankers and financial services leaders, from analysts through managing directors and group heads.
  • Ability to lead product demonstrations and explain complex financial concepts clearly to technical and non-technical audiences.
  • Ability to connect a prospect's business problems to Rogo's solutions.
  • Comfort defining success criteria, scoping evaluations, and building business cases to support deals.
  • Curiosity about artificial intelligence and conviction about its impact on investment banking.
  • Bachelor's degree or above.
  • Bilingual proficiency in English and French, with excellent written and verbal communication skills in both languages.

Responsibilities

  • Design and lead tailored demonstrations of Rogo's platform, translating artificial intelligence capabilities into impact across company research, financial modeling, valuation, mergers and acquisitions advisory, capital markets, and client deliverables.
  • Define what full deployment of Rogo would look like for each bank, positioning the platform as central to how teams research, pitch, and execute.
  • Partner with Sales, Product, and Engineering to advance the go-to-market motion and improve the product, bringing prospective-customer needs and investment banking expertise into product development.
  • Build consultative relationships with prospective customers, anticipate how bankers work, shape product evaluations, and establish Rogo's credibility during the sales cycle.
  • Design and run proof-of-value exercises tailored to each bank's coverage groups, product areas, and deal workflows; set success criteria with prospects, connect them to business outcomes, and build evidence to support commitments.
  • Develop demonstration environments, banking use cases, and enablement materials that showcase Rogo in investment banking workflows and support the broader team's sales efforts.
  • Translate customer feedback, banking workflows, and market trends into actionable insights for product direction.

Desired Qualifications

  • Experience working directly with clients or leading live deal execution alongside senior bankers and executives.
  • Experience partnering with Product or Engineering to translate customer requirements and banking workflows into product improvements.
  • Previous experience in B2B 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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