--- title: 'Forward Deployed Banker at Rogo' canonical: 'https://feeny.ai/job/forward-deployed-banker-rogo-new-york-nvpx7tgr4egy' type: 'job' last_seen: '2026-09-08' --- # Forward Deployed Banker at Rogo - **Company:** Rogo - **Location:** New York, NY - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-07-07 - **Last confirmed live:** 2026-09-08 - **Apply:** https://jobs.ashbyhq.com/rogo/9ab1b819-4fcf-4b14-98af-06dcfc82c31e ## 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'LL DO Be Rogo's investment banking expert in the room: Design and lead tailored demos of Rogo's platform, translating AI capabilities into real impact across core banking workflows — company research, financial modeling, valuation, M&A advisory, capital markets, and client deliverables. In every sales cycle, you'll paint the vision of what "fully deployed" looks like for each bank: Rogo as core to how their teams research, pitch, and execute. Work cross-functionally: Partner directly with Sales, Product, and Engineering to drive our GTM motion and continuously improve the product. You are the voice of the prospective customer — bringing what the market is asking for, and firsthand investment banking expertise, into our product development philosophy. Be the trusted expert in the sales cycle: As a domain and GTM leader in the earliest conversations with our future customers, you'll understand and anticipate how bankers work — building trusted, consultative relationships that establish Rogo's credibility, shape the evaluation, and win the deal. Scope and run proof-of-value: Design proof-of-value exercises that justify the deal — mapping Rogo's capabilities to each bank's specific coverage groups, product areas, and deal workflows so that the use cases feel bespoke to their firm. You'll define success criteria with the prospect up front, tie them to business outcomes their leadership cares about, and build the evidence that turns an evaluation into a commitment. Elevate our GTM motion: Develop best-in-class demo environments, banking use cases, and enablement materials that showcase how Rogo fits into real investment banking workflows and help the broader team win more business. Influence product direction: Translate customer feedback, banking workflows, and market trends into actionable insights that sharpen the platform and strengthen our competitive advantage. ## WHAT YOU'LL BRING - 3+ years of investment banking experience at a top-tier investment bank. - Strong command of core banking workflows — financial modeling, valuation, M&A, capital markets, due diligence, and client presentations. - Executive presence and the ability to build credibility with senior bankers and financial services leaders, from analysts up through MDs and Group Heads. - Outstanding communication and presentation skills, whether leading a polished product demo or explaining complex financial concepts on the fly. - The ability to connect a prospect's specific business problems to Rogo's solutions and explain them to both technical and non-technical audiences. - A structured, outcome-oriented approach: comfort defining success criteria, scoping evaluations, and building the business case that gets a deal over the line. - A genuine curiosity about AI and conviction about how it will reshape investment banking. - Bachelor's degree or above. EVEN BETTER... - Experience working directly with clients or leading live deal execution alongside senior bankers and executives. - Experience partnering with Product or Engineering, translating customer requirements and banking workflows into product improvements. - Previous experience in B2B SaaS, fintech, or AI, particularly in customer-facing or solutions-oriented roles. ## 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