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Advisory Associate at Rogo | London

RogoLondon
On-site Full-time

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Experience Level

Experience

Qualifications

We are seeking candidates with proven expertise in finance, a strong ability to engage clients, and a passion for technology and AI. Ideal candidates should possess:Experience in banking, investment, or related fields. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. A commitment to continuous learning and professional development.

About the job

Why Choose Rogo?

At Rogo, we are pioneering Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at leading investment banks, private equity firms, and investment institutions with AI that provides unmatched speed, precision, and insights. We are not simply enhancing financial processes; we are revolutionizing them from the foundation up.

This is an extraordinary chance to become part of a transformative company at a pivotal moment. With a rapidly expanding client roster, a validated product-market fit, and support from elite investors, we are swiftly scaling and defining a new category of enterprise AI.

Our team is intelligent, driven, and deeply committed to our mission. We work with intensity, take ownership of intricate challenges, and maintain a relentless focus on our users. If you excel in a dynamic environment, strive for excellence, and aspire to shape the future of finance, we welcome you to join us.

Key Responsibilities

As part of Rogo's Advisory function, you will collaborate with a team of former bankers and investors who advise top financial institutions on integrating AI into their daily workflows and long-term strategies. You will spearhead client engagements from pre-sales to upselling, establishing consultative relationships and customizing demonstrations that resonate with investors and deal teams. Just as Solutions Architects secure the “technical win,” you will drive the “financial win” by illustrating Rogo’s capabilities and their real-world impact across banking and investment scenarios.

  • Engage with bankers and investors from existing and prospective clients to identify and address their workflow challenges, while articulating and demonstrating the value of Rogo's AI solutions.

  • Position yourself as a credible authority in resolving clients’ specific issues (e.g., public company financial research, M&A advisory, company diligence workflows).

  • Conduct product demonstrations tailored to the context of various financial organizations, asking insightful questions to validate how Rogo can deliver value and then highlighting Rogo's features and benefits pertinent to each client’s potential use cases.

  • Collaborate with the marketing team to create content that resonates with bankers and investors, tailored to the unique demands of their practice areas and client types.

  • Serve as the “Voice of the Customer,” leveraging your industry insights to assist the broader sales team in developing and implementing more effective strategies, and synthesizing customer feedback for the product team through a financial services perspective.

About Rogo

Rogo is at the forefront of financial technology, developing innovative AI solutions designed to transform the financial sector. Our cutting-edge technology aims to empower professionals in investment banking and private equity by streamlining workflows and providing valuable insights.

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