Advisory Associate Equity Research
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, build consultative relationships with research analysts and investors, and tailor product demonstrations to their workflows. You will translate AI capabilities into practical equity research and investment-management use cases, develop relevant marketing content, synthesize customer feedback, and research customers and competitors.
Requirements
- 3+ years of sell-side equity research experience
- Executive engagement and relationship-building skills
- Presentation and demonstration skills
- Interest in AI applications in financial services
- Sales or investor-facing experience
Responsibilities
- Lead client engagements from pre-sale through upsell
- Engage research analysts and investors to understand workflow challenges
- Demonstrate AI solutions tailored to customer use cases
- Advise customers on equity research and investment management workflows
- Develop marketing content for research analysts and investors
- Represent customer feedback to sales and product teams
- Introduce new solutions based on customer needs
- Research customers and competitors