Forward Deployed Investor
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 investors and connect AI capabilities to investing workflows. You will scope proof-of-value exercises, define success criteria, build consultative relationships, develop enablement materials, and translate customer feedback into product insights.
Requirements
- 3–5+ years of front-office experience at an investment bank, private equity firm, or hedge fund
- Investment diligence
- Portfolio construction
- Financial modeling
- Valuation
- Investment committee preparation
- Deal execution
- Communication
- Presentation
- Business case development
- AI
Responsibilities
- Design and lead tailored platform demonstrations
- Translate AI capabilities into investing 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, messaging, and enablement materials
- Translate customer feedback and market trends into product insights
Benefits
- Equity
- Bonus
- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off