Advisory, Asset Management

Rogo
New York
Workplace: OnsiteFull timeUSD 115,000 - 180,000 annuallyFunction: Capital Markets, Trading & QuantExperience: 2+ yearsSkills: ["Executive engagement","Presentation skills","Relationship building","Analytical thinking","Ownership"]

Lead client engagements for an AI advisory team focused on asset management workflows, from pre-sale through up-sell. Partner with portfolio managers and research analysts to uncover workflow challenges, deliver tailored demos, and translate Rogo’s capabilities into measurable impact across research, portfolio construction, and idea generation. Serve as “Voice of the Customer,” conducting competitor research and synthesizing feedback to help shape the product and sales strategy.

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Rogo
Rogo
5 days ago

Advisory, Asset Management

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Last checked: 22 hours agoStatus: Live

Job Summary

Lead client engagements for an AI advisory team focused on asset management workflows, from pre-sale through up-sell. Partner with portfolio managers and research analysts to uncover workflow challenges, deliver tailored demos, and translate Rogo’s capabilities into measurable impact across research, portfolio construction, and idea generation. Serve as “Voice of the Customer,” conducting competitor research and synthesizing feedback to help shape the product and sales strategy.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Engage with portfolio managers and research analysts to understand workflow challenges and explain/demonstrate Rogo’s AI solutions.
  • •Establish credibility by solving client-specific problems across equity/credit research, diligence, earnings/filings analysis, and idea generation workflows.
  • •Lead tailored product demonstrations by validating value-add through discovery questions and showcasing relevant AI features and benefits.
  • •Partner with marketing to create content tailored to asset-class needs and coverage universes for portfolio managers/analysts.
  • •Act as “Voice of the Customer” by synthesizing customer feedback and conducting research on customers and competitors.

Pay and Benefits

Salary: USD 115,000 - 180,000 annually

Key Requirements

  • •2+ years of front-office experience at a large asset manager as a research analyst, associate, or in a related investment role.
  • •Strong executive engagement skills and the ability to build credibility with key decision-makers at all levels.
  • •Outstanding presentation skills for impromptu discussions and structured demos.
  • •Curiosity about AI’s potential to transform financial services.
  • •Sales or client-facing experience, including business development and/or managing institutional client matters and relationships.
Experience:2+ years
Skills:Executive engagementPresentation skillsRelationship buildingAnalytical thinkingOwnership
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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