This job has expired

This position was posted on July 9, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!

Forward Deployed Investor

Rogo, Inc.

Job Overview

Location

New York City

Job Type

Full-time

Full Job Description

📋 Description

• Be Rogo's financial expert in the room: Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across investing workflows — investment diligence, portfolio construction, and front-office deal execution.
• 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 their needs — 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 prospect's specific workflows, deal types, and investment process so that the use cases feel bespoke to their firm.
• Elevate our GTM motion: Develop best-in-class demo environments, messaging, and enablement materials that help sophisticated prospects understand Rogo's value and help the broader team win more business.
• Influence product direction: Translate customer feedback, financial workflows, and market trends into actionable insights that sharpen the platform and strengthen our competitive advantage.
• 3–5+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund.
• Deep fluency in the workflows of investors and bankers — diligence, financial modeling, valuation, IC preparation, and deal execution.
• Executive presence and the ability to build credibility with senior stakeholders across banking and investing organizations, including partners, MDs, and technical leaders.
• Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly.
• The ability to connect a prospect's specific business problems to Rogo's solutions and explain them to both technical and non-technical audiences.
• A structured, outcome-oriented approach: comfort defining success criteria, scoping evaluations, and building the business case that gets a deal over the line.
• A genuine curiosity about AI and conviction about how it will transform financial services.
• Bachelor's degree or above.
• Sales, business development, or LP-facing experience, including managing client relationships and commercial conversations with enterprise customers.
• Experience partnering with Product or Engineering, translating customer requirements and financial workflows into product improvements.
• Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles.
• You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
• You are ambitious. You have fun solving problems that others think are impossible.
• You are curious. You find joy in learning about AI, technology, and finance.
• You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
• You are collaborative, organized, thoughtful, and kind.
• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
• Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.

🎯 Requirements

• 3–5+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund.
• Deep fluency in the workflows of investors and bankers — diligence, financial modeling, valuation, IC preparation, and deal execution.
• Bachelor's degree or above.

🏖️ Benefits

• Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
• Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
• A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
• Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
• Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.

Skills & Technologies

Onsite

Degree Required

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

AI Job Fit Analysis

Pro

See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.

Rogo, Inc.

Visit Website

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.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.