--- title: 'Advisory, Equity Research at Rogo' canonical: 'https://feeny.ai/job/advisory-equity-research-rogo-new-york-t7e799gz6vav' type: 'job' last_seen: '2026-09-08' --- # Advisory, Equity Research at Rogo - **Company:** Rogo - **Location:** New York, NY - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-06-23 - **Last confirmed live:** 2026-09-08 - **Apply:** https://jobs.ashbyhq.com/rogo/1c5d976d-5988-4551-a288-c0eeb88a0f1f/application **Skills:** Equity Research, AI Solutions, Financial Services, M&A Advisory, Public Company Financial Research, Company Diligence Workflows > The Advisory Associate leads client engagements for Rogo's AI solutions, guiding bankers and investors on workflow optimization and strategic application. This role involves conducting research, presenting demos, and partnering with marketing to drive financial wins and market perception. ## Job description ## Why Rogo Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them. This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI. Our team is sharp, motivated, and deeply committed to Rogo’s mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us. ## What You Will Own Rogo's Advisory function is a team of former bankers, investors, and research analysts 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 research analysts and investors. Similar to how Solutions Architects secure the “technical win,” you’ll drive the “financial win” by translating Rogo’s capabilities into real impact across equity research and investment management use cases. - Engage with research analysts/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., sector and company coverage, earnings analysis, initiations of coverage, valuation, and investment thesis development). - 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 research analysts/investors, tailored to the unique needs of their coverage universe and publishing workflows. - 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 research analysts/investors better at their jobs. - Conduct research and analysis on customers and competitors. ## What You Will Need - 2+ years of sell-side equity research experience - 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 investor-facing experience, including business development and/or directly managing relationships with buy-side clients, portfolio managers, or institutional investors. ## 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? - 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. ## About Rogo ## Company Overview - **One-liner**: Rogo provides a purpose-built AI platform for elite financial institutions, enabling bankers and investors to work smarter, move faster, and win more deals. - **Entity Type**: Private (Series D) - **Headquarters**: New York, New York, United States - **Founded**: 2021 - **Founders**: Tumas R. (Co-Founder), Andrew McClure (Founding GTM), Eric Xu (Founding AI Engineer) ## Core Business - **Primary industry/industries**: AI-powered software for financial services (Investment Banking, Private Equity, Hedge Funds, Sales & Trading) - **Target customers**: B2B, Enterprise (elite financial institutions) - **Mission or purpose statement**: To create the biggest financial AI company on earth, redefining knowledge work with AI tools for the most ambitious firms in finance. [rogo.ai](https://rogo.ai/) ## Products & Services - **Rogo AI Platform**: A purpose-built AI platform for finance that integrates internal and external data sources (SharePoint, CRM, market data, filings, research). It features AI agents that understand financial workflows and execute end-to-end work (e.g., building auditable Excel models, investment memos, diligence materials, and slide decks). The platform is designed for institutional-grade outputs and bespoke enterprise deployment. [rogo.ai](https://rogo.ai/) ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed - **Key Metric**: Total Funding of **$315.5M** (as of Series D in April 2026) - **Notable Investors/Partners**: Kleiner Perkins (led Series D), Sequoia Capital, AlleyCorp (led Seed), Company Ventures, BoxGroup, ScOp Ventures. [theorg.com](https://theorg.com/org/rogo) - **Growth Signals**: - **Headcount**: 104 employees (+234.7% YoY) [linkedin.com](https://www.linkedin.com/company/rogoai) - **Funding**: Raised a $160M Series D in April 2026 led by Kleiner Perkins, following a venture round from Sequoia Capital in October 2025. [theorg.com](https://theorg.com/org/rogo) - **User Base**: Over 50,000 bankers and investors using the platform, with 250+ institutions served and 35,000+ daily queries. [rogo.ai](https://rogo.ai/) - **Acquisitions**: Acquired Plux AI and Subset (September 2025) to bolster capabilities. [theorg.com](https://theorg.com/org/rogo) - **Global Expansion**: Operates in 5 countries (US, UK, Canada, Australia, Ireland). [linkedin.com](https://www.linkedin.com/company/rogoai) ## Competitive Advantages - **Domain Expertise**: Founded by ex-hedge fund analysts, ex-bankers, and ex-private equity investors who understand high-finance workflows intimately. [rogo.ai](https://rogo.ai/) - **Purpose-Built for Finance**: Unlike generic AI chatbots, Rogo’s model and platform are explicitly built for the nuance and complexity of financial services. - **Institutional-Grade Outputs**: Produces auditable Excel models, investment memos, and slide decks that meet the standards of top financial institutions. - **Enterprise-Grade Security**: Holds SOC2, CCPA, ISO 27001, GDPR, and EU AI Act compliance certifications. [rogo.ai](https://rogo.ai/) - **Bespoke Deployment**: Every deployment is custom, with a white-glove partnership model led by ex-finance professionals. ## Strategic Focus - **Current priorities**: Deepening integration with financial workflows, expanding global footprint (especially EMEA and APAC), and continuing to build the leading financial reasoning model. The company is aggressively hiring across all departments (49 active job postings) to scale its platform and team. [linkedin.com](https://www.linkedin.com/company/rogoai) - **Direction for growth**: Becoming the definitive AI partner for the world’s leading financial institutions, with a focus on enterprise-grade security, bespoke deployments, and expanding its agentic capabilities. ## Why Work Here - **Culture highlights**: Rogo is described as a mission-critical, high-ambition environment. The team is "unabashed about our ambition: to create the biggest financial AI company on earth." Employees are expected to work hard and contribute to redefining knowledge work with AI. [rogo.ai/careers](https://rogo.ai/careers) - **Remote/hybrid/office policy**: The company has a strong presence in New York City, with roles also listed in London, Singapore, and other global hubs. Many roles are location-specific (e.g., New York City, London, Singapore), suggesting a hybrid or in-office culture for most positions. - **Notable perks or engineering culture**: - **Rapid Growth**: Headcount grew 234.7% YoY, indicating a fast-scaling, dynamic environment. [linkedin.com](https://www.linkedin.com/company/rogoai) - **High Ambition**: The company is "unabashed about our ambition" and offers the chance to "exponentially accelerate your career." [rogo.ai/careers](https://rogo.ai/careers) - **Diverse Roles**: Actively hiring across Engineering, Product, Sales, Marketing, Operations, Security, and Design (49 active job postings). [linkedin.com](https://www.linkedin.com/company/rogoai) - **Global Team**: Opportunities to work in New York, London, Singapore, and other hubs. ## Sources 1. [rogo.ai](https://rogo.ai/) 2. [rogo.ai/careers](https://rogo.ai/careers) 3. [theorg.com](https://theorg.com/org/rogo) 4. [linkedin.com](https://www.linkedin.com/company/rogoai) 5. [rogodata.com/blog](https://www.rogodata.com/blog/announcing-our-seed-round/) ## Other roles at Rogo - [GRC Analyst, APAC](https://feeny.ai/job/grc-analyst-apac-rogo-singapore-rhvmsckcds2p) — Singapore - [Software Engineer: Internal Automation](https://feeny.ai/job/software-engineer-internal-automation-rogo-new-york-6g9vrxxqr7r8) — New York, NY - [Advisory, Alliances](https://feeny.ai/job/advisory-alliances-rogo-new-york-y9bx6y3wkqm5) — New York, NY - [Advisory, Corporate Development](https://feeny.ai/job/advisory-corporate-development-rogo-new-york-anxex51rywvy) — New York, NY - [Software Engineer: Backend](https://feeny.ai/job/software-engineer-backend-rogo-new-york-ktz86jymb8qy) — New York, NY - [Advisory, Asset Management](https://feeny.ai/job/advisory-asset-management-rogo-new-york-vp844hy8mqzt) — New York, NY - [GTM Systems Engineer](https://feeny.ai/job/gtm-systems-engineer-rogo-new-york-7es7ty2p4tzv) — New York, NY - [Commercial Counsel, EMEA](https://feeny.ai/job/commercial-counsel-emea-rogo-london-10ktcreqj21d) — London, United Kingdom - [Client Strategy, Enterprise (APAC)](https://feeny.ai/job/client-strategy-enterprise-apac-rogo-singapore-c8hznrwqgjmx) — Singapore - [Sales Manager, Enterprise](https://feeny.ai/job/sales-manager-enterprise-rogo-london-akv796zc5cw8) — London, United Kingdom