Advisory Associate, Equity Research

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Lead client engagements from pre-sale through up-sell for equity research advisory, translating AI capabilities into financial impact. Deliver tailored demos, build consultative relationships with bankers and investors, and act as a trusted expert addressing workflow challenges and M&A/ diligence needs in top financial firms.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams
•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, validating how Rogo can add value and showcasing relevant features
•Partner with the marketing team to develop content that resonates with bankers/investors, tailored to their practice areas and client types
•Act as the “Voice of the Customer,” synthesizing feedback for the product team through a financial services lens and guiding sales strategies

Key Requirements

•3+ years of equity research experience
•Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers
•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

Experience:3+ yearsEquity researchFinancial servicesAI in finance

Skills:Executive communicationPresentationCustomer relationship managementCollaborationCuriosity

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

Website

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Rogo

4 weeks ago

Advisory Associate, Equity Research

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams
•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, validating how Rogo can add value and showcasing relevant features
•Partner with the marketing team to develop content that resonates with bankers/investors, tailored to their practice areas and client types
•Act as the “Voice of the Customer,” synthesizing feedback for the product team through a financial services lens and guiding sales strategies

Key Requirements

•3+ years of equity research experience
•Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers
•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

Experience:3+ yearsEquity researchFinancial servicesAI in finance

Skills:Executive communicationPresentationCustomer relationship managementCollaborationCuriosity

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

Website