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Forward Deployed Banker

Rogo, Inc.

Job Overview

Location

New York City

Job Type

Full-time

Full Job Description

📋 Description

• Be Rogo's investment banking expert in the room: Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across core banking workflows — company research, financial modeling, valuation, M&A advisory, capital markets, and client deliverables.
• Work cross-functionally: Partner directly with Sales, Product, and Engineering to drive our GTM motion and continuously improve the product.
• Be the trusted expert in the sales cycle: As a domain and GTM leader in the earliest conversations with our future customers, you'll understand and anticipate how bankers work — building trusted, consultative relationships that establish Rogo's credibility, shape the evaluation, and win the deal.
• Scope and run proof-of-value: Design proof-of-value exercises that justify the deal — mapping Rogo's capabilities to each bank's specific coverage groups, product areas, and deal workflows so that the use cases feel bespoke to their firm.
• Elevate our GTM motion: Develop best-in-class demo environments, banking use cases, and enablement materials that showcase how Rogo fits into real investment banking workflows and help the broader team win more business.
• Influence product direction: Translate customer feedback, banking workflows, and market trends into actionable insights that sharpen the platform and strengthen our competitive advantage.

🎯 Requirements

• 3+ years of investment banking experience at a top-tier investment bank.
• Strong command of core banking workflows — financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
• Executive presence and the ability to build credibility with senior bankers and financial services leaders, from analysts up through MDs and Group Heads.
• Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly.

🏖️ Benefits

• Competitive salary and equity package.
• Opportunity to work with a rapidly growing, global client base.
• Collaborative and dynamic work environment.
• Access to cutting-edge AI technology and tools.
• Professional development and growth opportunities.

Skills & Technologies

Onsite

Degree Required

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Rogo, Inc.

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About Rogo, Inc.

Rogo, Inc. provides generative AI technology for financial services firms, enabling investment banks, asset managers and private equity teams to query internal documents, generate reports and automate workflows. The platform combines large language models with proprietary data connectors to extract insights from research, filings and proprietary documents while maintaining security and compliance standards. Founded in 2021 and headquartered in New York City, the company serves bulge-bracket banks and alternative investment managers seeking to accelerate analysis and decision-making across M&A, capital markets and investment research functions.

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