Finance AI Field Consultant—Equity Research & Strategy

FDE Times; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Rogo is seeking a Forward Deployed team member to guide top banks and investment firms in applying AI to daily workflows and long-term strategy. You will lead client engagements and demos, translating capabilities into measurable business impact.

In this role you will build relationships with decision-makers, tailor demonstrations to clients’ use cases, and help shape how AI transforms equity research and deal workflows.

Qualifications

• 2+ years of sell-side equity research experience.
• Ability to engage executives and build credibility with key decision-makers.
• Outstanding presentation skills for demos and pitches.
• Curiosity about AI’s potential in financial services.
• Sales or investor-facing experience with buy-side clients or institutional investors.

Responsibilities

• Lead full-cycle client engagements with financial institutions.
• Tailor demos and content to resonate with investors and deal teams.
• Explain and demonstrate the value of Rogo's AI solutions to address client needs.
• Establish credibility on solving customers' problems in financial research and diligence workflows.
• Partner with marketing to develop client-focused content.
• Represent the voice of the customer to help the product team with market feedback.

Skills

Equity research

Executive engagement

Presentation skills

AI enthusiasm

Sales / investor relations

Job description

Rogo is seeking a Forward Deployed team member to guide top banks and investment firms in applying AI to daily workflows and long-term strategy. You will lead client engagements and demos, translating capabilities into measurable business impact.

In this role you will build relationships with decision-makers, tailor demonstrations to clients’ use cases, and help shape how AI transforms equity research and deal workflows.