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Forward Deployed, Equity Research

Join Rogo to lead client engagements and drive the application of AI in equity research for top financial institutions.

Location
New York City
Compensation
Not disclosed
Level
mid
Type
full time

Posted by employer 4 months ago

First seen on Joblaze 2 months ago

Last verified on the company career page 12 hours ago

Apply at Rogo → Save job Scanned from rogo.ai

Skills & Technologies

AI in the day-to-day

You’ll guide financial institutions on how to apply AI in their day-to-day workflows and long-term strategy.

Requirements

Experience
2+ years

Not disclosed in this posting: compensation, work arrangement, visa sponsorship.

Joblaze summary

In the Advisory role at Rogo, the individual will engage with top financial institutions to demonstrate how AI can enhance their equity research and investment management workflows. Key skills include a background in sell-side equity research, strong presentation abilities, and experience in client-facing roles. This position is ideal for someone with a passion for finance and technology, particularly those who thrive in dynamic environments and enjoy solving complex problems. Rogo's team is composed of experienced professionals dedicated to redefining financial workflows through innovative AI solutions.

Joblaze insights

  • Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Rogo's careers page November 4, 2026.
  • AI/ML appears in 11.8% of 3461 comparable mid sales/marketing roles.

Quick facts

How much experience is required?
At least 2 years of relevant experience for this Forward Deployed, Equity Research role.
What's the tech stack?
Joblaze extracted these technologies from the posting: AI/ML.
What seniority level is this role?
Rogo targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Forward Deployed, Equity Research role at Rogo.

From the original posting

What You Will Own

  • Rogo's Forward Deployed team consists of former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead full-cycle client engagements, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win," you'll drive the "financial win" by translating Rogo's capabilities into real impact across banking and investing use cases.

  • Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.

  • Establish yourself as a credible expert in solving customers' specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).

  • Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.

  • Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.

  • Act as the "Voice of the Customer," using your industry perspective to help the broader sales team develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

  • Tailor the introduction of new solutions to specific customer needs.

  • Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.

  • Conduct research and analysis on customers and competitors.

What You Will Need

  • 2+ years of sell-side equity research experience

  • Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.

  • Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.

  • Curiosity about AI’s potential to transform financial services.

  • Sales or investor-facing experience, including business development and/or directly managing relationships with buy-side clients, portfolio managers, or institutional investors.

Who You Are

  • You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.

Why Join Rogo?

  • Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.

Standard company text repeated across Rogo's postings is omitted here.

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