Forward Deployed Banker
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 tailored platform demonstrations for investment banks and connect AI capabilities to banking workflows. You will scope proof-of-value exercises, define success criteria, build customer relationships, develop enablement materials, and translate market feedback into product insights.
Requirements
- 2+ years of investment banking experience
- Financial modeling
- Valuation
- Mergers and acquisitions
- Capital markets
- Due diligence
- Client presentation
- Communication
- Presentation
- Business case development
- AI
Responsibilities
- Design and lead tailored platform demonstrations
- Translate AI capabilities into investment banking workflows
- Partner with Sales, Product, and Engineering on go-to-market activities
- Build consultative relationships with prospective customers
- Design and run proof-of-value exercises
- Define customer success criteria and business outcomes
- Develop demo environments, banking use cases, and enablement materials
- Translate customer feedback and market trends into product insights
Benefits
- Equity
- Bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off