At a Glance
- Tasks: Lead client engagements and demonstrate Rogo's AI solutions to top financial institutions.
- Company: Join Rogo, a pioneering company transforming global finance with AI.
- Benefits: Work with an extraordinary team and enjoy real ownership of impactful projects.
- Other info: Fast-paced startup environment with immense growth potential.
- Why this job: Be at the forefront of AI in finance and tackle ambitious challenges.
- Qualifications: 3+ years in equity research and strong relationship-building skills required.
The predicted salary is between 54000 - 66000 £ per year.
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.
- 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
- 3+ 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?
- 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.
- 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.
Advisory Associate, Equity Research (EMEA) employer: Rogo
Rogo is an exceptional employer that offers a unique opportunity to be part of a transformative mission in global finance, working alongside a talented team dedicated to redefining financial workflows with cutting-edge AI technology. With a strong focus on employee growth and collaboration, you will have the chance to influence the future of customer support in a fast-paced environment while enjoying the benefits of working at a rapidly scaling company backed by world-class investors. Join us in a culture that values ownership, innovation, and excellence, where your contributions directly impact our clients and the industry as a whole.
StudySmarter Expert Advice🤫
We think this is how you could land Advisory Associate, Equity Research (EMEA)
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Rogo, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Rogo.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Rogo.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Rogo, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Advisory Associate, Equity Research (EMEA)
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Rogo want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Rogo.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Rogo will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Rogo. Numbers speak louder than words!
How to prepare for a job interview at Rogo
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Rogo want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRogo.