Forward Deployed, Equity Research

The role

You will guide financial institutions on applying AI to their workflows and long-term strategy. You will lead client engagements, conduct product demonstrations, and translate Rogo's capabilities into financial impact.

What you will do

• Engage with bankers and investors to understand and address workflow challenges.
• Explain and demonstrate the value of Rogo's AI solutions.
• Establish expertise in solving specific customer problems like M&A advisory and company diligence.
• Lead tailored product demonstrations to validate value for prospective clients.
• Partner with the marketing team to develop content for bankers and investors.
• Act as the Voice of the Customer to help the sales team develop strategies.
• 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 credible and helpful.
• Conduct research and analysis on customers and competitors.

Required qualifications

• 2+ years of sell-side equity research experience
• Executive engagement skills and presence
• Ability to establish strong relationships with key decision-makers
• Outstanding presentation skills
• Curiosity about AI's potential to transform financial services
• Sales or investor-facing experience
• Business development and/or directly managing relationships with buy-side clients, portfolio managers, or institutional investors

About the company

Rogo aims to transform global finance by empowering professionals at investment banks, private equity funds, and investment firms with AI. The company is scaling quickly and defining a new category of enterprise AI.