Associate, Strategic Opportunities at Rogo

New York, New York, United States

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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, FinTech, TechnologyIndustries

Requirements

4+ years of front-office finance experience or equivalent as a top performer
Outstanding project management and communication skills; extremely organized, detail-oriented
Ability to be high-agency, autodidactic, and a self-starter
Strong academic performance and rigor; bachelor’s degree required

Responsibilities

Drive priority assignments across product (feature scoping and development; permissioning systems; usage analytics; enterprise integrations; UI/UX)
Drive priority assignments across GTM (prospecting; market assessments and expansion strategy; deployment design; performance analysis and enablement)
Drive priority assignments across advisory (account leadership and consultative relationships; stakeholder management at strategic/enterprise accounts; thought leadership around the future of finance with AI; growth and commercials)
Drive priority assignments across finance & ops (BD, partnerships; corporate development and M&A opportunities; strategic finance, forecasting, and analytics; investor relations and external affairs; GRC)

Skills

Key technologies and capabilities for this role

FinanceInvestment BankingPrivate EquityAIStartupsProduct ManagementGo-to-MarketOperationsAdvisoryLeadership

Questions & Answers

Common questions about this position

Is this role remote or onsite?

The position is onsite.

What experience is required for this role?

Candidates need 4+ years of front-office finance experience or equivalent as a top performer.

What skills are essential for success in this position?

Outstanding project management and communication skills are required, along with being extremely organized.

What is the team structure and culture like?

The Strategic Opportunities team consists of high-performing ex-bankers and ex-investors from leading firms like Blackstone and Bank of America, serving as a landing zone for talented financial professionals who often advance to leadership roles; it features a rotational structure across key functions with executive mentorship.

What makes a strong candidate for this associate role?

Top performers with 4+ years of front-office finance experience, outstanding project management and communication skills, and extreme organization stand out, especially those ready to leverage their background in a rotational program building AI and operational expertise.

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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