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Forward Deployed Banker

Rogo· Advisory
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New York City$115k - $180kFull-timePosted 3mo ago

About the role

Investment banking domain expert responsible for designing & leading tailored demos, coordinating cross-functional GTM efforts, and shaping product direction to drive enterprise AI adoption in investment banking workflows.

Responsibilities

  • Be Rogo's investment banking expert in the room: design and lead tailored demos of Rogo's platform across core banking workflows (company research, financial modeling, valuation, M&A advisory, capital markets, and client deliverables).
  • Work cross-functionally with Sales, Product, and Engineering to drive GTM motion and improve the product.
  • Be the trusted expert in the sales cycle: build trusted consultative relationships, shape evaluation, and win deals.
  • Scope and run proof-of-value: design proof-of-value exercises, define success criteria, and build evidence to convert evaluation into commitment.
  • Elevate our GTM motion: develop demo environments, banking use cases, and enablement materials.
  • Influence product direction: translate customer feedback and market trends into actionable product insights.

Qualifications

  • 2+ years of investment banking experience at a top-tier investment bank.
  • Strong command of core banking workflows — financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
  • Executive presence and credibility with senior bankers and financial services leaders.
  • Outstanding communication and presentation skills.
  • Ability to connect prospect business problems to Rogo's solutions for technical and non-technical audiences.
  • Structured, outcome-oriented approach: experience defining success criteria, scoping evaluations, and building a business case.
  • Genuine curiosity about AI and conviction about its impact on investment banking.
  • Bachelor's degree or above.

Skills

Required:Investment banking experienceFinancial modelingValuationM&AExecutive presence

Benefits

  • Equity (offers)
  • Bonus (offers)
  • 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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