Advisory Associate

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 ResponsibilitiesThe 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 WatershedWatershed is a leading enterprise sustainability platform that empowers companies like Airbnb, Carlyle Group, FedEx, Visa, and Dr. Martens to manage their climate and ESG data effectively. Our platform enables users to generate audit-ready metrics for both voluntary and regulatory reporting, including the CSRD, and facilitates genuine decarbonization efforts.We are on the lookout for passionate team members who thrive in a product-building environment and are eager to contribute to a mission-driven startup. Join us in shaping the culture of our growing team.With offices in major cities including San Francisco, New York, Denver, London, Paris, Berlin, Sydney, and Mexico City, we also have remote team members across the US and Europe. We hope you'll consider joining our dynamic team!The RoleAt Watershed, we are committed to driving impactful climate action, and our Sustainability Advisory & Services team is essential in guiding our customers to enhance their sustainability initiatives. This organization consists of four global teams dedicated to providing expert services, including advice on measurement, reporting, and decarbonization strategies. Together, we help our clients maximize the value of the Watershed platform.As the Global Head of Sustainability Advisory, you will lead a team that serves as a trusted advisor to our clients on post-measurement topics like reporting, target-setting, and decarbonization. Your responsibilities will include:Advising sustainability leaders at some of the world’s largest and most influential companies, such as Walmart, BlackRock, and FedEx, on advancing their sustainability agendas and delivering business value.Creating new advisory services and internal resources by interpreting the latest sustainability trends and regulatory updates into actionable insights that help our customers remain compliant and competitive.Collaborating with Product & Engineering teams to integrate sustainability intelligence into innovative new product offerings.This position will oversee a globally distributed team of 11 advisors and 1 manager. You will define the team's strategic direction, promote operational excellence, nurture talented team members, and cultivate a culture focused on achieving remarkable impacts as we enter our next growth phase.

About Eight AdvisoryEight Advisory is a prominent international consulting firm recognized for its expertise in financial and operational consulting, particularly in Transactions, Restructuring, and Business Transformation. We empower corporates and investors to navigate their M&A decision-making processes effectively.Since our inception in 2009, we have experienced remarkable growth, expanding our team to nearly 1,000 professionals, including 110 partners. Our international footprint spans France, Belgium, Germany, the United Kingdom, Switzerland, the Netherlands, Spain, and now the U.S., along with a presence in approximately thirty countries worldwide through our network of independent firms under the banner of 'Eight International.'Job DescriptionWe are on the lookout for a driven and meticulous individual to join our Transaction Advisory Services team in New York City as a Manager. In this pivotal role, you will engage directly with diverse stakeholders, including corporate clients and private equity firms, providing expertly structured guidance throughout M&A acquisition and disposal processes. Collaborating with seasoned experts in the field, your primary responsibilities will include:Conducting financial due diligence related to company sales and purchases, identifying potential issues that could influence transaction outcomes.Analyzing key business drivers to deliver exceptional value to clients through our services and outputs.Managing day-to-day engagements and serving as the primary contact for clients during these processes.Overseeing the preparation of crucial deliverables, including reports and presentations, while engaging in discussions with various stakeholders.Leading and guiding team members to ensure effective collaboration.Actively contributing to business development efforts and thought leadership initiatives.

About WatershedWatershed is the premier enterprise sustainability platform utilized by industry leaders such as Airbnb, Carlyle Group, FedEx, Visa, and Dr. Martens. Our platform empowers organizations to effectively manage climate and ESG data, generate audit-ready metrics for both voluntary and regulatory reporting, including CSRD, and catalyze substantial decarbonization efforts. We seek passionate team members who thrive in product development, are eager to contribute to a mission-driven startup, and are committed to fostering a collaborative and innovative team culture.With offices spanning San Francisco, New York, Denver, London, Paris, Berlin, Sydney, Mexico City, and a remote team across the US and Europe, we invite you to consider joining our dynamic team!Your RoleAt Watershed, we are dedicated to facilitating impactful climate action, and our Sustainability Advisory & Services division is pivotal in supporting our clients to elevate their sustainability initiatives. This division comprises four global teams that deliver professional services, including guidance on measurement, reporting, target-setting, and decarbonization strategies. Our teams collaborate closely with clients to leverage the Watershed platform effectively and maximize its value.As the Global Head of Sustainability Data Advisory, you will spearhead a team responsible for advising Watershed’s clients on conducting comprehensive and actionable measurements within our platform. Your responsibilities will include defining measurement scopes, assisting with emissions verification, and delivering tailored advisory services to enhance clients' data and methodologies. As a trusted advisor to some of the world's largest and most influential corporations, including Walmart, BlackRock, and FedEx, your team will lay the groundwork for clients to achieve their sustainability objectives and effect tangible reductions in emissions.In this role, you will oversee a globally distributed team of over 30 full-time employees, including four managers. You will establish the team's strategic direction, foster operational excellence, nurture talent development, and cultivate the systems and culture to elevate the team's impact as we embark on our next growth phase.This position is based in New York City (preferred) or San Francisco, with occasional travel (up to 15%) to our global offices.

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 funds with AI that offers unmatched speed, precision, and insights. We are not merely enhancing financial workflows; we are revolutionizing them from the ground up.This is an extraordinary chance to become part of a transformative company at a pivotal moment. With a rapidly expanding client base, proven product-market fit, and support from top-tier investors, we are scaling rapidly and establishing a new category within enterprise AI.Our team is intelligent, driven, and deeply passionate about our mission. We operate with urgency, take ownership of intricate challenges, and maintain an unwavering focus on our users. If you thrive in an energetic environment, seek excellence, and aspire to help shape the future of finance, we encourage you to join us.Key ResponsibilitiesAs the Advisory Director at Rogo, you will oversee our major partnerships and assist the largest financial institutions in the world in formulating and executing their AI strategies. This role will report directly to our founders and collaborate closely with team members to align goals and objectives.Developing and implementing strategies to collaborate with our enterprise partners: training their teams, establishing joint operations, and ensuring alignment.Managing the entire partnership lifecycle, from initiation to expansion and renewal of collaborations.Being the voice of the customer—identifying both explicit and implicit business needs across our partner enterprises.Utilizing your extensive knowledge of financial services workflows to create joint solutions with our clients and clearly communicate Rogo’s advantages.Collaborating with Rogo's engineering, product, and go-to-market teams to deliver these solutions.Determining how to track and evaluate our joint success by establishing key performance indicators and reports.Cultivating strong, lasting relationships with key stakeholders in our partner organizations and ensuring their needs are addressed.Securing multi-million dollar contracts and guiding Generative AI strategy for the world's foremost financial services firms.Ensuring exceptional user experiences through hands-on collaboration with users.

About WatershedWatershed is the leading enterprise sustainability platform, trusted by industry giants such as Airbnb, Carlyle Group, FedEx, Visa, and Dr. Martens to effectively manage climate and ESG data. Our platform empowers companies to generate precise audit-ready metrics for both voluntary and regulatory reporting, including the CSRD, all while driving substantial decarbonization efforts. We seek passionate individuals who thrive in a product-driven environment and are eager to contribute to a mission-focused startup culture.With offices located in major cities including San Francisco, New York, Denver, London, Paris, Berlin, Sydney, and Mexico City, we also support remote team members across the United States and Europe. Join us in making a difference!The RoleWe are on the lookout for a strategic thinker and analytically driven operator to become a key member of our Sustainability Advisory & Services (SAS) Strategy & Operations team in New York City. This role is pivotal to our SAS organization, which comprises four sub-teams dedicated to providing expert services and advisory to our valued customers, enabling them to fully leverage the Watershed platform.As part of the SAS Strategy & Operations team, you will serve as the essential link within the organization—establishing the operational framework, developing systems and processes that enhance customer outcomes, and translating data into actionable insights to improve our overall effectiveness and efficiency. This is an exciting opportunity to join a core team at a rapidly growing SaaS company and collaborate across various departments to refine our execution capabilities at scale.In this position, you will work closely with cross-functional leaders in both the US and Europe to manage complex workflows and continually enhance the planning, delivery, and evaluation of our advisory and services. Success in this role means finding the right balance between strategy and execution, clarifying ambiguity, and achieving impactful results through streamlined processes, well-defined metrics, and strong stakeholder collaboration.Your Responsibilities:Develop and manage staffing and capacity models: Transform key business data into actionable resource recommendations across our services and advisory functions.Translate analytical insights into tangible actions: Design, deploy, and refine dashboards and tools that leverage analytics to identify business challenges, extract strategic insights, and provide leadership with real-time visibility into crucial performance metrics.Facilitate the SAS operational rhythm: Oversee weekly capacity and resource assessments, manage customer assignments and workloads, and ensure alignment across the organization.

Role Overview The Customer Programs Manager for Advisory Boards at Anthropic works closely with key clients, helping to guide strategic conversations and strengthen partnerships. This role focuses on organizing and running Customer Advisory Board meetings, preparing supporting materials, and ensuring productive exchanges between clients and Anthropic’s internal teams. What You Will Do Plan and coordinate Customer Advisory Board meetings, including logistics and agenda setting Develop and prepare materials that support discussion and decision-making Facilitate conversations between clients and Anthropic teams to gather meaningful feedback Help translate client input into actionable recommendations for Anthropic’s products and services What We’re Looking For Experience managing customer programs or advisory boards Strong relationship-building skills with clients and internal stakeholders Ability to turn client feedback into clear, actionable insights Interest in customer engagement and collaborative problem-solving Location This position is based in San Francisco, CA or New York City, NY.

About WatershedWatershed is a leading enterprise sustainability platform that empowers organizations to manage climate and ESG data efficiently. Our platform is trusted by industry leaders such as Airbnb, Carlyle Group, FedEx, Visa, and Dr. Martens to generate audit-ready metrics for both voluntary and regulatory reporting, including CSRD, while driving impactful decarbonization efforts. We seek passionate team members who are excited about product development, eager to contribute to a mission-driven startup, and ready to help cultivate a vibrant team culture.With offices located in San Francisco, New York, Denver, London, Paris, Berlin, Sydney, Mexico City, and a remote workforce across the United States and Europe, we invite you to explore the possibility of joining our innovative team!The RoleAt Watershed, we are dedicated to facilitating significant climate action through our Sustainability Advisory & Services organization. This department comprises four global teams that provide professional services, including advisory on measurement, reporting, target-setting, and decarbonization, to our clients. These services are instrumental in helping our customers leverage the Watershed platform to its fullest potential.We are on the lookout for a seasoned Manager of Strategy & Operations for our Sustainability Advisory & Services organization. In this pivotal leadership role, you will serve as a trusted advisor and key supporter for the Head of Sustainability Advisory & Services. You will be responsible for establishing the core operational framework that allows our Services organization to function as a high-performing unit while driving substantial improvements in the quality, efficiency, and scalability of our operations. Additionally, you will enable data-informed decision-making through comprehensive analytics, spearhead strategic initiatives from inception to execution, and contribute to shaping the overall Services strategy at Watershed.We are searching for a highly-capable, operations-focused, and analytically-minded business generalist for this role. You will take a hands-on approach by driving essential initiatives while also leading a team of two skilled Strategy & Operations professionals. This position is primarily based in New York City (preferred) or San Francisco.Your Responsibilities Include:Driving Operational Excellence: Design, implement, and enhance processes and systems to boost efficiency, quality, and scalability. You will create and manage essential dashboards and reporting systems to monitor the health of the service organization.

Join Our Team at Modera Wealth Management! At Modera Wealth Management, we pride ourselves on being an independent, fee-only advisory firm dedicated to positively transforming the financial lives of our clients through thorough financial planning and strategic investment management. Since our inception in 1983, we have cultivated an environment that fosters career growth, offering pathways from entry-level positions to ownership roles. With over 200 employees across 19 offices on the East Coast, we manage over $15 billion in assets for more than 6,000 clients, including individuals, families, and businesses. Our commitment to personalized client service, combined with our professional excellence and approachable culture, sets us apart in the industry. Position Overview: We are currently seeking a Planning Associate to support our lead advisors in our New Providence, NJ office, with a focus on delivering exceptional client service. Key Responsibilities: Assist lead advisors in providing outstanding client service across various activities, including onboarding new assets. Ensure timely and accurate completion of tasks while managing multiple projects and keeping team members informed. Help prepare for client meetings and documentation. Draft client Investment Policy Statements and asset allocation reports. Communicate effectively with clients, their accountants, and attorneys, both verbally and in writing. Attend client meetings to support documentation and follow-up actions. Be flexible and assist with visitor management, phone calls, and meeting schedules as needed. Long-Term Duties and Responsibilities: Conduct comprehensive client interviews to collect personal financial information and establish planning objectives. Develop holistic financial plans that cover investment strategies, taxation, retirement, estate planning, executive compensation, risk management, cash flow, and educational funding. Guide clients in the execution of their financial plans. Participate in client meetings to support the main relationship manager. Analyze and interpret investment allocation trading reports. Collaborate with the client service team to enhance client service activities. Willingness to travel occasionally may be required.

Join LaBella Associates as an accomplished Environmental Planner in our Environmental Impact Group based in New York City. Our dedicated team delivers comprehensive environmental review, impact analysis, and planning services to a diverse array of clients, including governmental agencies, municipalities, private enterprises, and utility companies. We collaborate with both public and private sector partners across all five boroughs, providing expertise in environmental planning, land use, and zoning to promote land development, neighborhood revitalization, mixed-use and affordable housing projects, as well as renewable energy initiatives.The ideal candidate will be responsible for preparing environmental documents and conducting technical studies in alignment with the City Environmental Quality Review (CEQR), New York State Environmental Quality Review Act (SEQRA), National Environmental Policy Act (NEPA), and various other regulatory frameworks. We seek a proactive, team-oriented professional with robust project management capabilities and a genuine passion for enhancing community development.

Why Choose Rogo?At Rogo, we are pioneering the development of Wall Street's first genuine AI analyst. Our goal is to empower finance professionals at top investment banks, private equity funds, and investment firms with AI that offers unmatched speed, precision, and insights. We are not merely optimizing financial workflows; we are revolutionizing them from the foundation up.This is a rare chance to be part of a transformative company at a pivotal moment. With a swiftly expanding client base, 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 intricate challenges, and remain relentlessly focused on delivering value to our users. If you thrive in a dynamic environment, strive for excellence, and wish to contribute to reshaping the future of finance, we encourage you to join us.

Role Overview The City of New York is hiring a Planning and Policy Associate in New York City. This role supports the development and implementation of policies that help guide the city's future. The position involves working with a range of colleagues and stakeholders to advance strategic planning projects. What You Will Do Contribute to policy development and implementation efforts Collaborate with team members from different backgrounds Engage with stakeholders across the city Support strategic planning initiatives that impact New York City

At Manifest, we're transforming the legal landscape with a focus on immigration services. Our innovative approach combines leading attorneys with advanced technology, making it easier for global talent to live and work in the U.S. legally, swiftly, and confidently.Backed by top-tier investors, we're rapidly expanding our reach. To support this growth, we are seeking a highly emotional intelligence-driven, results-oriented Sales and Growth Associate. This role is crucial in guiding individuals through one of the most significant decisions of their lives while establishing Manifest as the go-to platform for exceptional talent.Salary Range: $120K OTE (uncapped) Your RoleAs a Sales and Growth Associate, you will be pivotal in developing our business—selling trust, expertise, and transformative solutions rather than just services. You will manage net-new revenue streams from individual immigration clients, partnering with founders, engineers, artists, and various professionals as they navigate the complexities of the U.S. immigration system. Your role is to help them comprehend their options and determine if Manifest is the right ally for them.This position demands a high level of trust and responsibility; selecting an immigration attorney is a deeply personal and financially significant choice. You will lead thoughtful, consultative discussions, ensuring a premium experience that honors the gravity of the decision.Collaboration with our Legal, Marketing, Product, and Operations teams will be essential as you build your client portfolio and influence our sales, onboarding, and client service processes at scale.If you thrive on ownership, relationship-driven selling, and the opportunity to shape something groundbreaking, we want to hear from you! ResponsibilitiesDrive New Business GrowthAchieve an annual new-business quota of approximately $5M through sales to individual immigration clients.Manage deal cycles from initial qualification to closing.Assess client needs and direct them to the appropriate immigration pathways.Be a Trusted AdvisorAssist clients in navigating complex and high-stakes immigration choices.Communicate options, timelines, and trade-offs with clarity and compassion.Establish trust quickly through structured, considerate dialogues.Deliver an Exceptional ExperienceTailor the sales experience to align with each client's unique goals and background.Innovate to enhance conversion rates and client engagement strategies.

Join phia as a Finance & Strategy Associate, where you will play a crucial role in supporting our financial planning and strategic initiatives. This position will involve analyzing financial data, preparing reports, and collaborating with cross-functional teams to drive business growth. If you are passionate about finance and strategy, and eager to make an impact in a dynamic environment, we want to hear from you!

Join our dynamic team at zip as a GTM Strategy & Operations Associate focused on Business Development Representatives (BDR). In this pivotal role, you will contribute to the execution of our go-to-market strategies, driving operational excellence and supporting our sales initiatives. We are looking for a proactive individual who thrives in a fast-paced environment and is passionate about optimizing processes to enhance team performance.

For over five decades, Bridgewater Associates has embraced a singular vision: the world is comprehensible. We believe that understanding the intricate cause-and-effect dynamics of markets and economies enables us to outperform the market and deliver genuine uncorrelated returns, commonly referred to as 'alpha', at significant scale. Our clientele comprises some of the most discerning institutional investors globally, who rely on our unique insights to navigate their most pressing challenges.Achieving alpha at scale is a formidable challenge. It necessitates predicting future trends more accurately than millions of other highly intelligent and driven individuals striving for the same goal. Our investment strategies are designed to decipher and adapt to macroeconomic transitions that influence the world’s most liquid markets, including bonds, currencies, equities, commodities, and credit. Since many of these transitions are unprecedented in our lifetimes, our work is both challenging and essential.We begin by rigorously analyzing to develop a fundamental understanding of the economic and financial relationships that shape the markets. This understanding is encapsulated in what we refer to as our System—a sophisticated framework of code and algorithms that autonomously generates insights by processing vast quantities of meticulously curated data, reflecting the relationships we've cultivated through decades of in-depth analysis and expertise. By adopting a systematic approach, we can continuously evaluate the quality of our ideas over time and ensure that our positions are informed by our entire body of knowledge, allowing our team to focus on enhancing our understanding at a pace that surpasses market evolution.Our methodology places us at the cutting edge of human-machine collaboration. Since 2012, Bridgewater has vigorously pursued the goal of creating an artificial investor capable of performing every task a human can, with technology not merely representing insights but also generating them autonomously. In 2023, we unveiled AIA (Artificial Investment Associate), our fully machine-driven investing strategy. The insights gained from developing AIA are revolutionizing the roles of our human investors, enabling us to swiftly uncover and systematize new insights, driving our transition towards a fully integrated ecosystem that harmonizes the strengths of both human and machine intelligence.Every day, we diligently assess our systems against independent investor insights and strive to adapt our systems in accordance with the evolving landscape. Outperforming the markets through this approach demands collaborative efforts among exceptionally talented individuals who continually challenge themselves and each other.

Join Via's Demand Generation team as a Marketing Associate, where you'll play a vital role in bridging the gap between marketing and sales. Your mission will be to drive engagement with key prospects and customers, collaborating closely with our commercial teams to devise strategic account plans. You'll delve into research to create buying committee maps and conduct targeted outreach via email, phone, and LinkedIn, effectively showcasing the value of Via's innovative transit solutions. Your contributions will be pivotal in advancing our goal of providing equitable and affordable public transit access globally.

Why Shiftsmart?We’re creating the future of labor. Shiftsmart is an innovative labor platform that combines comprehensive workforce management technology with a rapidly expanding global network of over 5 million flexible workers. Our mission is to offer scalable labor solutions to major corporations like Circle K, Pepsi, Dollar General, and Starbucks. By fractionalizing jobs into shifts, we enable workers to seamlessly engage with multiple companies through a digital marketplace. As one of the fastest-growing startups in the nation, we have consistently achieved 2-3x year-over-year growth since inception, securing over $120 million in funding from leading investors such as D1 Capital and Imaginary Ventures. And we’re just getting started!Our mission: To be the world's leading platform for hourly workers and businesses, promoting flexibility, choice, and upward social mobility.Join a dynamic team. This is a unique chance to be part of a rapidly scaling business that is redefining hourly labor and seizing a $2 trillion market opportunity in the U.S. alone.Ownership and impact. Collaborate with a team that supports each other's growth while building a successful enterprise that enhances flexibility and opportunities for workers worldwide.Shape your career trajectory. Experience accelerated growth and learning alongside a world-class team drawn from top tech companies like Uber, Airbnb, Google, and Amazon, as well as prestigious business schools such as Harvard Business School and Wharton.Become a master executor. We believe that #ExecutionIsBinary, and we’re committed to helping you develop this vital skill for your career and beyond.The Role: As a Strategy & Operations Associate, you will take ownership of and enhance the quality assurance processes for our Audits & Inspections marketplace. Your responsibilities will include ensuring prompt and accurate audit completions and payments while maintaining high-quality standards as we scale. You will oversee daily QA operations and identify upstream improvements to boost first-time audit pass rates and minimize manual interventions.Work Arrangement: This position is based in New York City (HQ) and typically requires 4 or more days in the office.

Join the vibrant team at the City of New York as a Community Associate, where you will play a pivotal role in fostering community engagement and support. As a key member of our team, you will be responsible for building relationships, facilitating programs, and enhancing the quality of life for residents.

Join Alloy as a Senior Accounting Associate, where your expertise will contribute to our financial growth and precision. You will be instrumental in managing financial records, ensuring compliance, and supporting our financial reporting processes.