[Remote] Financial AI Strategist at Rogo

New York, New York, United States

Rogo Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial AIIndustries

Skills

Key technologies and capabilities for this role

Financial ServicesCommunicationPresentationRelationship BuildingProblem SolvingProduct DemonstrationConsultative Selling

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What is the salary for this role?

This information is not specified in the job description.

What experience is required for the Financial AI Strategist role?

Candidates need experience as an ex-banker or investor from a top-tier financial institution, strong understanding of financial services workflows like public company financial research, M&A advisory, and company diligence, plus the ability to build consultative relationships with investment banks, hedge funds, and private equity firms.

What is the company culture like at Rogo?

The team is lean, smart, and ambitious, and is growing rapidly out of their NYC office.

What makes a strong candidate for this position?

A strong candidate will have prior experience as a banker or investor from a top-tier firm, deep knowledge of financial workflows, and excellent communication skills to build credibility with financial institutions.

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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