AI-Driven Equity Research Advisor

Rogo; Northern, New York (KY, NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Rogo is seeking an experienced equity research professional to join our Advisory function. You will lead client engagements from pre-sale through up-sell, tailoring demos and insights for research analysts and investors, translating AI capabilities into meaningful business value.

You will work with former bankers and analysts, engage with buy-side clients, and help shape product messaging and strategy for financial services.

Qualifications

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

Responsibilities

• Engage with research analysts and investors at current and prospective clients to understand workflows and demonstrate value of Rogo's AI solutions.
• Establish credibility as an expert solving clients' problems in sector coverage, earnings analysis, valuation, and investment theses.
• Lead product demonstrations tailored to client context and validate where Rogo adds value.
• Collaborate with Marketing to create content resonating with researchers and investors.

Skills

Sell-side equity research

Executive engagement

Presentation skills

Curiosity about AI

Investor-facing experience

Job description

Rogo is seeking an experienced equity research professional to join our Advisory function. You will lead client engagements from pre-sale through up-sell, tailoring demos and insights for research analysts and investors, translating AI capabilities into meaningful business value.

You will work with former bankers and analysts, engage with buy-side clients, and help shape product messaging and strategy for financial services.