Advisory Associate

Rogo; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading AI-driven finance company in the UK is seeking a candidate to engage with top financial institutions, showcasing AI solutions to enhance workflows. Ideal applicants will have over 3 years of front-office experience in investment banking or related fields. Responsibilities include client engagement, product demonstrations, and research on market trends. The role promises fast-paced learning and innovation in financial technology.

Benefits

World-class team

Exceptional traction in the market

Cutting-edge product development

Qualifications

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund.
• Ability to establish strong relationships with key decision-makers.
• Excellent presentation skills.

Responsibilities

• Engage with bankers/investors to understand workflow challenges.
• Lead product demonstrations tailored to financial firms.
• Conduct research and analysis on customers and competitors.

Skills

Front-office experience

Executive engagement skills

Outstanding presentation skills

Curiosity about AI

Sales or LP-facing experience

Job description

Finance is the engine of the global economy. It decides which ideas get built, which companies rise, and how resources are allocated. Yet it runs on slow tools and outdated technology.

Our mission is to transform finance. We’re building the AI analyst that makes every banker, investor, and executive smarter, faster, and more creative. When finance works better, capital flows more efficiently, innovation accelerates, and progress compounds across the entire economy. We’re not building generic AI. We are purpose-built for financial services, already working with the world’s largest banks, hedge funds, and private equity firms. Ten years from now, every financial institution will run on Rogo.

What You Will Own

Rogo's Advisory function is a team former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You’ll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the “technical win,” you’ll drive the “financial win” by translating Rogo’s capabilities into real impact across banking and investing use cases.

• Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.

• 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, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client’s potential use cases.

• Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.

• Act as the “Voice of the Customer,” using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.

• Tailor the introduction of new solutions to specific customer needs.

• Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.

• Conduct research and analysis on customers and competitors.

What You Will Need

• 3+ years of front-office experience at a top-tier investment bank, private equity firm, consulting firm, or hedge fund

• Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.

• 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.

Who You Are

• 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.

Why Join Rogo?

• Exceptional traction: strong PMF with the world's largest investment banks, hedge funds, and private equity firms.

• World-class team: we take talent density seriously. We like working with incredibly smart, driven people.

• Velocity: we work fast, which means you learn a lot and constantly take on more.

• Frontier technology: we're developing cutting-edge AI systems, pushing the boundaries of reinforcement learning and published research, redefining what's possible, and inventing the future.

• Cutting Edge Product: Our platform is state-of-the-art and crazily powerful. We're creating tools that make people smarter, reinventing finance works.