Advisory, Equity Research

Rogo
New York
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 3+ yearsSkills: ["Executive communication","Presentation","Customer relationship management","Collaboration","Curiosity"]

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.

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Rogo
Rogo
2 months ago

Advisory, Equity Research

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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
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