Advisory Asset Management
Enterprise AI platform for financial institutions, providing agentic research, analysis, workflow automation, and client-ready deliverables.
Funding history
About Rogo
Rogo builds bespoke, enterprise-grade AI systems for financial workflows, including research, analysis, modeling, reporting, and deal work. Its platform emphasizes financial-domain models, integrated firm and market data, auditability, governance, and security.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead client engagements from pre-sale through upsell with asset-management customers. You will understand portfolio manager and research analyst workflows, demonstrate solutions for fundamental research and portfolio construction, develop relevant marketing content, represent customer feedback, introduce solutions tailored to client needs, and research customers and competitors.
Requirements
- 3+ years of front-office experience at a large asset manager
- Executive engagement and relationship-building skills
- Presentation and demonstration skills
- Interest in AI applications in financial services
- Sales or client-facing experience
Responsibilities
- Lead client engagements from pre-sale through upsell
- Engage portfolio managers and research analysts to understand workflow challenges
- Demonstrate AI solutions tailored to asset-management use cases
- Advise customers on fundamental research, portfolio construction, and idea generation workflows
- Develop marketing content for portfolio managers and analysts
- Represent customer feedback to sales and product teams
- Introduce new solutions based on customer needs
- Research customers and competitors
Benefits
- Equity
- Bonus compensation
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off