Forward Deployed Banker
AI summary of the role
Rogo is hiring a Forward Deployed Banker to serve as the investment banking domain expert in sales cycles, designing and leading demos of their AI platform for top-tier banks and PE firms.
What you’ll do
- Design and lead tailored demos of Rogo's platform across core banking workflows (company research, financial modeling, valuation, M&A advisory, capital markets, client deliverables).
- Partner with Sales, Product, and Engineering to drive GTM motion and translate market feedback into product improvements.
- Build trusted, consultative relationships with senior bankers and financial services leaders to establish credibility and win deals.
- Scope and run proof-of-value exercises mapping Rogo's capabilities to each bank's coverage groups and deal workflows.
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 ability to build credibility with senior bankers and financial services leaders (analysts through MDs and Group Heads).
- Outstanding communication and presentation skills for product demos and explaining complex financial concepts.
Technologies
AI · financial modeling · valuation · M&A · capital markets · due diligence · Excel · PowerPoint
About Rogo
AI agent platform for investment banks and PE firms that automates deal workflow tasks—generating Excel models, investment memos, and diligence materials integrated into Excel, PowerPoint, and firm data warehouses.
Series C
Source and classification
Technical pre-sales · Evidence for this classification:
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,
More from the 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 [... source excerpt omitted ...] ent 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 outco [... source excerpt omitted ...] s, 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 th
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