Forward Deployed 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 full-cycle client engagements with bankers and investors, understand their workflow challenges, and demonstrate relevant AI solutions. You will build consultative relationships, tailor product introductions and demonstrations, conduct customer and competitor research, develop finance-focused marketing content, and synthesize customer feedback for sales and product stakeholders.
Requirements
- 3+ years of front-office experience at a large asset manager
- Executive engagement skills and presence
- Presentation and demonstration skills
- Curiosity about AI in financial services
- Sales or client-facing experience, including business development or institutional client relationship management
Responsibilities
- Lead full-cycle client engagements
- Engage bankers and investors to understand workflow challenges
- Demonstrate AI solutions for financial-services use cases
- Build credibility as an expert in financial research, M&A advisory, and diligence workflows
- Tailor product demonstrations to prospective client needs
- Develop finance-focused marketing content
- Synthesize customer feedback for sales and product stakeholders
- Conduct customer and competitor research
