AI-Driven Equity Research Advisor

AlleyCorp; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Rogo is scaling a global advisory function to guide financial institutions on applying AI in research and investment workflows. You will lead client engagements from pre-sale through up-sell, translating capabilities into real impact with analysts and investors.

Join a fast-paced startup environment where ownership and deep client understanding drive value, performance, and strategic outcomes for equity research and investment management use cases.

Qualifications

• 2+ years of sell-side equity research experience.
• Executive engagement skills and presence with decision-makers.
• Outstanding presentation skills for demos and whiteboard sessions.
• Curiosity about AI’s potential in financial services.

Responsibilities

• Engage with research analysts and investors to understand workflows and demonstrate Rogo’s AI value.
• Establish credibility by addressing sector coverage, earnings analysis, and investment theses.
• Lead tailored product demonstrations for financial firms and validate use cases.
• Collaborate with marketing to craft analyst-facing content and demos.
• Serve as Voice of the Customer to inform sales and product teams.
• Introduce new solutions aligned with customer needs.
• Enhance market perception of Rogo as credible and impactful.
• Conduct research on customers and competitors.

Skills

Sell-side equity research

Executive engagement

Presentation skills

Curiosity about AI

Investor-facing experience

Job description

Rogo is scaling a global advisory function to guide financial institutions on applying AI in research and investment workflows. You will lead client engagements from pre-sale through up-sell, translating capabilities into real impact with analysts and investors.

Join a fast-paced startup environment where ownership and deep client understanding drive value, performance, and strategic outcomes for equity research and investment management use cases.