Advisory Associate
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. You will uncover financial workflow challenges, demonstrate AI solutions, build executive relationships, create relevant marketing content, represent customer needs to sales and product teams, tailor new solutions, and research customers and competitors.
Requirements
- 3 or more years of front-office experience at an investment bank, private equity firm, or hedge fund
- Executive engagement and relationship-building skills
- Presentation and product demonstration skills
- Knowledge of AI applications in financial services
- Sales or LP-facing experience, business development, or banking client relationship management
Responsibilities
- Engage bankers and investors to understand workflow challenges and demonstrate AI solutions
- Establish expertise in customer financial research, M&A advisory, and diligence workflows
- Lead tailored product demonstrations for financial firms
- Partner with marketing to develop content for bankers and investors
- Represent customer perspectives to sales and product teams
- Tailor new solution introductions to customer needs
- Strengthen market perception among bankers and investors
- Conduct customer and competitor research and analysis
Benefits
- Equity
- Bonus compensation
- Comprehensive medical coverage
- Dental coverage
- Vision coverage
- Paid time off