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Advisory Associate

RogoNew York City
On-site Full-time

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Experience Level

Experience

Qualifications

To be successful in this role, candidates should possess a mix of analytical and interpersonal skills. A background in finance or investment banking is highly preferred, alongside experience in client-facing roles. Strong communication abilities and a knack for solving complex problems will be crucial. Familiarity with AI technologies and their application in finance is a plus.

About the job

Why Join Rogo?

At Rogo, we're pioneering the future of financial analysis with Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at premier investment banks, private equity funds, and investment firms by providing AI solutions that offer unmatched speed, precision, and insights. We're not just enhancing financial workflows; we're revolutionizing them from the ground up.

This is a rare chance to become part of a transformational company at a pivotal moment. With a rapidly expanding clientele, validated product-market fit, and support from leading investors, we are rapidly scaling and creating a new category within enterprise AI.

Our team is composed of sharp, driven individuals who are deeply committed to our mission. We work with intensity, take ownership of complex challenges, and maintain a relentless focus on our users. If you excel in a fast-paced environment, demand excellence, and wish to contribute to the evolution of finance, we encourage you to apply.

Your Responsibilities

The Advisory team at Rogo consists of former bankers and investors who advise top financial institutions on implementing AI in their daily operations and strategic planning. You will lead client engagements from pre-sale to up-sell, cultivating consultative relationships and customizing demonstrations that resonate with investors and deal teams. Much like Solutions Architects secure the “technical win,” you will drive the “financial win” by translating Rogo’s capabilities into tangible impacts across banking and investment scenarios.

  • Engage with bankers and investors at current and potential client organizations to understand and resolve their workflow challenges, while illustrating the value of Rogo's AI solutions.

  • Establish yourself as a trusted expert in addressing clients’ specific needs (e.g., financial research for public companies, M&A advisory, company diligence workflows).

  • Conduct tailored product demonstrations that reflect the unique contexts of various financial firms, asking questions to confirm how Rogo can deliver value and showcasing relevant features and benefits for each client's potential applications.

  • Collaborate with the marketing team to create content that resonates with bankers and investors, customized to their specific practice areas and client demographics.

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

About Rogo

Rogo is at the forefront of innovation in financial analysis, leveraging AI to transform the way finance professionals operate within top investment firms. Our technology is designed to enhance decision-making and streamline workflows, setting a new standard in the industry.

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