Advisory Associate at Rogo

London, England, United Kingdom

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Banking, Investment, Private EquityIndustries

Requirements

3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund
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 LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships
Thrive in fast-paced environments; high-intensity, ambitious, curious, and find joy in learning about AI, technology, and finance
Autonomous, self-directed, comfortable working with ambiguity, collaborative, organized, thoughtful, and kind

Responsibilities

Lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams
Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and explain and demonstrate the value of Rogo's AI solutions
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 showcasing relevant features and benefits
Partner with the marketing team to develop content that resonates 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
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
Conduct research and analysis on customers and competitors

Skills

Key technologies and capabilities for this role

Financial AnalysisClient EngagementProduct DemonstrationsConsultative SalesM&A AdvisoryCompany DiligencePublic Company ResearchAI SolutionsBanking WorkflowsInvestor Relations

Questions & Answers

Common questions about this position

What experience is required for the Advisory Associate role?

You need 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund, along with executive engagement skills, outstanding presentation skills, and curiosity about AI’s potential.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What does the Advisory team at Rogo do?

The Advisory function is a team of former bankers and investors who guide top financial institutions on applying AI in workflows and strategy, leading client engagements, demos, and acting as the voice of the customer.

What makes a strong candidate for this Advisory Associate role?

Strong candidates have 3+ years front-office experience from top-tier finance firms, executive presence for building relationships, outstanding presentation skills for demos, and curiosity about AI in finance.

Rogo

Generative AI platform for financial institutions

About Rogo

Rogo provides a secure generative AI platform tailored for elite financial institutions, including investment banks, hedge funds, and asset management companies. The platform utilizes advanced large language models to search, analyze, and cite millions of documents, significantly reducing the time spent on manual research. This allows junior team members to focus on more valuable tasks while enabling executives to quickly access critical information. Rogo's business model centers on customizing its AI solutions to meet the specific needs of each client, ensuring that the platform understands the unique language and data of their operations. Revenue is generated through subscription fees and additional services like customization and support. The main goal of Rogo is to enhance productivity and decision-making in financial institutions, helping them save time, improve insights, and automate workflows.

New York City, New YorkHeadquarters

2021Year Founded

$29.2MTotal Funding

SERIES_ACompany Stage

Fintech, AI & Machine LearningIndustries

11-50Employees

Risks

Increased competition from established fintech companies like Palantir and Bloomberg.

Potential over-reliance on third-party data providers like Quartr.

Regulatory scrutiny on AI-driven financial platforms is intensifying.

Differentiation

Rogo offers a bespoke AI solution tailored to each financial institution's needs.

The platform integrates and analyzes data from both internal and external sources.

Rogo's AI can search, analyze, and cite millions of documents efficiently.

Upsides

Rogo raised $18.5M in Series A funding led by Khosla Ventures.

Partnership with Quartr enhances Rogo's analysis tools for investment bankers.

Rogo's AI automates workflows, saving time and improving decision-making.

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