Role Overview
Rogo is seeking a Forward Deployed Banker for a full-time position based in New York City within the Strategic Opportunities department. This role is well-suited for finance professionals who possess at least two years of top-tier investment banking experience and an enthusiasm for artificial intelligence.
Key Responsibilities
Serve as the primary investment banking expert by designing and leading personalized platform demonstrations that highlight AI applications for financial modeling, M&A advisory, capital markets, and corporate research.
Collaborate across departments with the Sales, Product, and Engineering teams to refine the go-to-market strategy and share direct market feedback.
Establish trusted advisory relationships during early sales conversations with financial executives, ranging from analysts to Managing Directors and Group Heads.
Manage proof-of-value exercises by outlining bespoke use cases, setting upfront success criteria, and linking platform capabilities to critical business outcomes.
Create advanced demo environments, practical banking use cases, and enablement materials to support business development efforts.
Translate industry trends and customer input into actionable insights to help advance the platform's competitive advantage.
Requirements
Minimum of 2 years of prior investment banking experience gained at a top-tier institution.
Comprehensive understanding of foundational banking workflows including financial modeling, valuation, mergers and acquisitions, capital markets, due diligence, and client deliverables.
Strong executive presence and communication skills capable of establishing credibility with senior financial services leaders.
Capacity to articulate complex technical and financial concepts clearly to both technical and non-technical audiences.
Structured, outcome-focused methodology for scoping evaluations and building convincing business cases.
Genuine interest in artificial intelligence and its potential to transform the financial sector.
Bachelor's degree or higher educational background.
Nice to Have
Direct experience managing client interactions or leading live deal execution alongside senior banking executives.
Prior involvement collaborating with product or engineering departments to convert user needs into product upgrades.
Background in B2B SaaS, financial technology, or AI, specifically within client-facing or solutions-oriented capacities.
Skills and Tools
Investment Banking Workflows
Financial Modeling and Valuation
M&A Advisory
Capital Markets
Client Presentations and Demos
Proof-of-Value Scoping
Salary and Benefits
Annual Salary Range: $115,000 to $180,000 USD
About the Company
Rogo is an enterprise artificial intelligence company dedicated to transforming global finance by providing advanced tools to top investment banks, private equity firms, and investment institutions. Backed by prominent investors and experiencing rapid global growth, the organization focuses on redefining financial workflows through speed, accuracy, and insight.
How to Apply
Interested candidates should visit the official Rogo careers page to submit their application for this position.
