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Forward Deployed, Equity Research

Rogo· Advisory
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New York City$115k - $180k + equity + bonusFull-timePosted 4mo ago

About the role

Position focused on leading full-cycle client engagements for Rogo’s AI-driven equity research solutions, tailoring demonstrations, and translating capabilities into financial impact for sell-side and buy-side clients in the financial services industry.

Responsibilities

  • Lead full-cycle client engagements, building consultative relationships and tailoring demos that resonate with investors and deal teams.
  • Engage with bankers/investors to understand workflow challenges and demonstrate value of Rogo's AI solutions.
  • Establish credibility in solving customers' problems (e.g., public company financial research, M&A advisory, company diligence workflows).
  • Lead product demonstrations tailored to the context of various financial firms, validating value and showcasing relevant features.
  • Partner with the marketing team to develop content for bankers/investors, tailored to practice areas and client types.
  • Act as the 'Voice of the Customer' to help sales and product teams with customer feedback from a financial services perspective.
  • Tailor the introduction of new solutions to specific customer needs.
  • Further market perception of Rogo as credible and helpful in applying AI to finance.
  • Conduct research and analysis on customers and competitors.

Qualifications

  • 2+ years of sell-side equity research experience
  • Executive engagement skills with ability to build relationships with decision-makers
  • Outstanding presentation skills (whiteboard, presentations, demos)
  • Curiosity about AI’s potential to transform financial services
  • Sales or investor-facing experience including business development or managing relationships with buy-side clients, portfolio managers, or institutional investors

Skills

Required:Sell-side equity researchExecutive engagementPresentation and demo delivery

Benefits

  • Equity
  • Bonus
  • Comprehensive medical, dental, and vision coverage
  • Paid time off
Last updated Oct 22, 2026. Interested? Apply on the company site.

About Rogo

Secure AI for Finance Professionals

Rogo is the secure generative AI platform built for elite financial institutions. Save time, unlock insights and automate workflows in days.

AIFinanceData SecurityAutomation
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