Advisory Associate, Equity Research (EMEA)

Rogo
New York, London, United Kingdom
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: ["Executive engagement","Presentation skills","Relationship building","Consultative communication","Customer focus"]

Lead advisory engagements for institutional clients, from pre-sale through upsell, translating Rogo’s AI capabilities into measurable value across banking and investing workflows. Build consultative relationships with bankers and investors, tailor demos to each firm’s use cases, and act as the “voice of the customer” by synthesizing feedback for the product team. Conduct customer and competitor research and support marketing with practice-area content.

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Rogo
Rogo
1 month ago

Advisory Associate, Equity Research (EMEA)

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Last checked: 7 hours agoStatus: Live

Job Summary

Lead advisory engagements for institutional clients, from pre-sale through upsell, translating Rogo’s AI capabilities into measurable value across banking and investing workflows. Build consultative relationships with bankers and investors, tailor demos to each firm’s use cases, and act as the “voice of the customer” by synthesizing feedback for the product team. Conduct customer and competitor research and support marketing with practice-area content.
Location: New York, London, United Kingdom
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Engage with bankers and investors to understand workflow challenges and demonstrate the value of Rogo’s AI solutions.
  • •Establish credibility as an expert solving customer-specific problems across financial use cases.
  • •Lead tailored product demonstrations by validating needs and showcasing relevant AI features and benefits.
  • •Partner with marketing to develop content for bankers and investors tailored to practice areas and client types.
  • •Act as the “voice of the customer” by synthesizing customer feedback for the product team; conduct customer and competitor research.

Key Requirements

  • •3+ years of equity research experience.
  • •Executive engagement skills and presence to establish strong relationships with key decision-makers.
  • •Outstanding presentation skills for impromptu whiteboard discussions and live demos.
  • •Curiosity about AI’s potential to transform financial services.
  • •Sales or LP-facing experience, including business development and/or managing banking client matters and relationships.
Experience:Equity researchInvestment bankingPrivate equityFinancial servicesAI
Skills:Executive engagementPresentation skillsRelationship buildingConsultative communicationCustomer focus
Tech Stack:AI

Company Brief

Rogo
Provides an AI-driven research platform that automates consumer interviews, surveys, and qualitative insights to help product and marketing teams gather and analyze customer feedback faster.
Industry: Enterprise Software
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