Advisory 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, working with research analysts and investors. You will understand workflow challenges, tailor product demonstrations, communicate solution value, develop relevant marketing content, represent customer feedback, and research customers and competitors.
Requirements
- 2+ years of sell-side equity research experience
- Executive engagement
- Presentation
- AI
- Financial services
- Sales or investor-facing experience
- Business development or relationship management with buy-side clients, portfolio managers, or institutional investors
Responsibilities
- Engage research analysts and investors to understand workflow challenges and demonstrate AI solutions
- Establish expertise in sector and company coverage, earnings analysis, valuation, and investment thesis development
- Lead tailored product demonstrations for financial firms
- Partner with marketing to develop content for research analysts and investors
- Represent customer perspectives to sales and product teams
- Tailor new-solution introductions to customer needs
- Strengthen market perception of AI solutions for research and investment workflows
- Research and analyze customers and competitors
Benefits
- Equity
- Bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off