2027 Investment Associate Intern jobs in New York City – Browse 493 openings on RoboApply Jobs

2027 Investment Associate Intern jobs in New York City

Open roles matching “2027 Investment Associate Intern” with location signals for New York City. 493 active listings on RoboApply Jobs.

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Bridgewater Associates, LP logoBridgewater Associates, LP logo
2027 Investment Associate Intern

Bridgewater Associates, LP

Internship|$51K/yr - $51K/yr|On-site|New York City

For over five decades, Bridgewater Associates has embraced a singular vision: the world is comprehensible. We believe that understanding the intricate cause-and-effect dynamics of markets and economies enables us to outperform the market and deliver genuine uncorrelated returns, commonly referred to as 'alpha', at significant scale. Our clientele comprises s…

Mar 30, 2026
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Bridgewater Associates logoBridgewater Associates logo
Full-time|$130K/yr - $260K/yr|On-site|New York City

About Bridgewater AssociatesBridgewater Associates is a leading asset management firm dedicated to providing unparalleled insights and collaboration for sophisticated institutional investors globally.Our investment methodology is characterized by an unwavering commitment to understanding the complexities of global markets and economies, leveraging advanced technology to validate and implement timeless investment principles.Established in 1975, we are a collective of independent thinkers committed to excellence. By fostering a culture of openness, transparency, and inclusivity, we aim to tackle the most challenging questions in investment strategy, management, and corporate culture.Discover more about Bridgewater on our website.

Mar 30, 2026
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TriEdge Investments logo
Full-time|$50K/yr - $60K/yr|On-site|New York City

TriEdge Office CoordinatorAbout TriEdge InvestmentsTriEdge Investments is a premier family office located in the vibrant heart of New York City. Our focus lies in making concentrated investments in select firms and nurturing technology startups that tackle pressing issues within our investment portfolio. We specialize exclusively in targeted healthcare sectors, aiming to enhance patient outcomes and simplify the complexities of healthcare through strategic investments and innovative technology. We are firm believers that extraordinary results stem from extraordinary individuals—those who engage with rigor, creativity, and unwavering integrity.What We’re Looking ForWe are seeking a dynamic Office Coordinator who will take ownership of the daily office environment and act as a reliable operational ally to our Chief People Officer. This individual will ensure that the TriEdge office operates smoothly, employees and guests receive exceptional care, and that people operations are executed with meticulous attention to detail and confidentiality. Every task is significant, and every challenge is an opportunity.Key ResponsibilitiesOffice & Workplace OperationsManage the entire office experience, ensuring a welcoming, polished, and highly efficient workplace atmosphere.Attend to reception duties four days a week, delivering a premier guest experience for visitors and candidates.Oversee all office operations including vendor management, facilities maintenance, security protocols, and office services.Manage office inventory, including supplies, snacks, meals, and amenities, while overseeing ordering and budgeting processes.Act as the primary contact for building management and external vendors.Maintain high cleanliness and presentation standards within the office.Support for Management TeamProvide administrative support to the management team, which includes calendar management, travel assistance, expense reporting, and meeting coordination.Facilitate people operations processes such as onboarding logistics, new hire setups, and coordination of employee lifecycle activities.Culture, Events & Employee ExperiencePlan and execute employee engagement events ranging from intimate gatherings to larger parties (10–500 attendees), such as happy hours, holiday celebrations, and team dinners.

Mar 10, 2026
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Primary logoPrimary logo
Full-time|On-site|New York, NY

About PrimaryPrimary is an innovative seed-stage venture capital firm committed to providing exceptional support to founders steering transformative businesses. By combining substantial investment resources with the most extensive portfolio impact team among seed investors, our portfolio companies have achieved an unparalleled seed-to-A graduation rate.About the RoleWe are on the lookout for an enthusiastic Investment Associate, or Senior Associate, to collaborate closely with our esteemed Partner, Tobias Citron. Your mission will be to assist in identifying, evaluating, and securing promising Cyber businesses. Additionally, you will support Tobias in nurturing new ventures through our venture studio, Primary Labs. As Tobias emphasizes:"We believe cybersecurity represents one of the most vital and promising sectors in venture capital, and we are eager to enhance our cyber portfolio in Fund V and beyond. If you are passionate about spearheading seed deals in cybersecurity in New York City, this opportunity is tailored for you. Together, we will become the leading cyber authorities at Primary, making strategic investment decisions that matter."What You'll DoConduct market research and actively seek promising startups for investment, representing the firm in initial prospect screenings and outreach to potential founders. Your ability to discern valuable opportunities amidst noise is crucial.Execute comprehensive due diligence on prospective investments, including financial assessments, market evaluations, competitive landscape analysis, and team evaluations. You will independently manage diligence processes with guidance from the Partner, effectively prioritizing and synthesizing diligence efforts.Oversee financial analyses for potential opportunities, including market sizing, unit economics, and cap table modeling to ensure informed investment decisions.Provide ongoing support to existing portfolio companies by collaborating with our portfolio impact team.Assist in the incubation of new businesses alongside Tobias at Primary Labs, providing ad-hoc support as needed, such as building a pipeline of design partners and identifying market experts.

Nov 19, 2025
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City of New York logoCity of New York logo
Full-time|On-site|New York City

Join the City of New York as an Associate General Counsel specializing in investment transactions. In this pivotal role, you will provide expert legal guidance on various investment-related matters, ensuring compliance with all applicable regulations while facilitating strategic initiatives aimed at enhancing the city's financial portfolio. Your insights will play a crucial role in shaping investment strategies that align with the city's objectives.

Mar 26, 2026
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triedge-investments logo
Full-time|On-site|New York City

About HyphaHypha is an innovative AI-driven platform that is reshaping asset management throughout the entire lifecycle—covering acquisition, management, and exit strategies. Specializing in healthcare facilities and multifamily real estate, we are at the forefront of industry transformation through our three fundamental pillars:Observability: Offering real-time insights into asset performance, deal progression, and market trends for all stakeholders involved.Intelligence: Facilitating AI-enhanced multidimensional optimization that includes risk assessments, tax strategies, and performance benchmarks.Orchestration: Developing streamlined workflows and a unified source of truth to remove inefficiencies and drive productivity.Role OverviewAs the Engineering Manager at Hypha, you will spearhead a team dedicated to developing and enhancing a vital product area while influencing the technical trajectory of our platform. Collaborating closely with product, design, and leadership teams, you will prioritize tasks, devise roadmaps, and ensure the team is concentrated on delivering impactful results.This position is hands-on; you will facilitate sprint planning, remove obstacles for engineers, and uphold high engineering standards, while also actively contributing to the codebase. You will design systems, assess architectural decisions, and collaborate with your team to deploy features that enhance Hypha’s core offering.We seek an individual who has prior experience managing engineering teams and recognizes that effective management is about empowering your team to excel. This entails providing clear guidance, establishing rapid feedback mechanisms, eliminating impediments, and fostering a culture where engineers can thrive while maintaining excellence.

Mar 17, 2026
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Triedge Investments logo
Full-time|$115K/yr - $140K/yr|On-site|New York City

About HyphaHypha is a cutting-edge AI-driven platform that is reshaping the asset management landscape throughout the entire lifecycle—spanning acquisition, management, and exit strategies. With a focus on healthcare facilities and multifamily real estate, we are leading the industry transformation through three critical pillars:Observability: Delivering real-time insights into asset performance, deal progress, and market dynamics for all stakeholders.Intelligence: Harnessing AI-powered multidimensional optimization including risk assessments, tax strategies, and performance benchmarking.Orchestration: Streamlining workflows and establishing a singular source of truth to eradicate inefficiencies.Hypha PrinciplesHuman-first > Tech-first: Prioritizing people over technology-driven models.Depth > Breadth: Delving deep to address root issues effectively.Momentum > Perfection: Striving for progress towards a clear direction, compounding improvements over time.Role OverviewWe are seeking an analytical and customer-oriented Solutions Architect to spearhead the post-sale implementation and technical integration of our platform within client environments. This pivotal role operates at the nexus of Product, Engineering, and Go-To-Market strategies, reporting directly to the Head of Go-To-Market. You will design and execute solutions tailored to the unique data architectures, workflows, and dashboards of our clients, ensuring that our platform is seamlessly integrated into their operational framework.Your responsibility will include translating complex client requirements into scalable, elegant solutions that yield measurable business outcomes. In our hyper-growth environment, you will help define our implementation standards, create repeatable frameworks, and transform singular client challenges into opportunities for product and process enhancements.

Apr 2, 2026
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triedge-investments logo
Full-time|$180K/yr - $225K/yr|On-site|New York City

About HyphaHypha is an innovative AI-powered platform that is revolutionizing asset management throughout its entire lifecycle, including acquisition, management, and exit strategies. With a focus on healthcare facilities and multifamily real estate, we are transforming the industry through three essential pillars:Observability: We deliver real-time visibility into asset performance, deal progress, and market conditions for all stakeholders.Intelligence: Our platform empowers AI-driven multidimensional optimization with risk assessments, tax strategies, and benchmarking.Orchestration: We create seamless workflows and a unified source of truth to eradicate inefficiencies.Role OverviewAs a Backend Engineer specializing in Applied AI at Hypha, you will be instrumental in developing and enhancing the AI systems that form the backbone of our platform. This includes designing and managing document processing pipelines, developing extraction agents, creating entity resolution systems, and shaping the conversational query interface for user interactions with complex data.Your role will involve hands-on work with large language models (LLMs) and agent frameworks to design multi-step workflows that convert unstructured information into structured, actionable insights. A significant portion of your responsibilities will focus on building infrastructure that ensures the reliability, observability, and performance of these AI systems as they scale.We are open to hiring candidates at various experience levels, from early-career engineers to seasoned professionals with extensive systems and architecture experience. The specific level and compensation will be determined during the interview process.

Mar 17, 2026
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TriEdge Investments logo
Full-time|$200K/yr - $250K/yr|On-site|New York City

At TriEdge Investments, we create innovative technology solutions that empower businesses to operate more efficiently. By partnering with a diverse portfolio of over 30 companies, we work closely with operators to design and implement automation that enhances key metrics such as throughput, cost, and reliability. Our goal is to transform these bespoke solutions into scalable platform tools, bringing cutting-edge automation to sectors often overlooked by traditional software.As a Senior Forward Deployed Engineer, you will immerse yourself with operators and clients in the field, identifying challenges and delivering essential products. Unlike conventional engineering roles, you will engage directly with users to gather requirements, design systems, and deploy production-ready code that addresses real-world issues. This position requires a unique blend of deep technical knowledge and client-facing problem-solving skills, ensuring our solutions are practical, scalable, and impactful for businesses.

Aug 29, 2025
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Equal Ventures logo
Full-time|$60K/yr - $150K/yr|On-site|New York City

About the RoleAt Equal Ventures, we are looking for a dynamic Analyst/Associate to join our team in New York City. In this role, you will collaborate closely with our partners to craft and enhance investment strategies, identify promising investment opportunities, and provide valuable support to our portfolio companies as they grow from seed to scale.You will take ownership of deals from start to finish, representing Equal Ventures to founders and ecosystem partners, while contributing to the firm's growth through content creation, event participation, and various internal initiatives.This position is primarily in-office at our New York City location. Compensation will be commensurate with experience and seniority, including a base salary ranging from $60,000 to $150,000, guaranteed fund carry, and an opportunity for an annual performance bonus.Core Responsibilities Include:Proactively sourcing high-quality early-stage investment opportunities through founder relationships, ecosystem engagement, and outreach strategies.Conducting investment due diligence, including market research, customer interviews, and writing conviction-driven memos.Assisting portfolio companies with operations, recruitment, go-to-market strategies, fundraising, and building partnerships.Enhancing Equal's brand presence within our operating ecosystems by producing content, hosting events, and cultivating relationships with key influencers in the industry and the broader venture capital landscape.Supporting the overall operations of the firm, collaborating with a small team to manage workstreams that elevate our organization.

Mar 3, 2026
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Braven logoBraven logo
Full-time|$79.2K/yr - $104.4K/yr|On-site|New York, New York, United States

Job Title: Associate Director of Internal CommunicationsTeam: Communications and MarketingLocation: In-person in Atlanta (GA), Chicago (IL), Newark (NJ), or New York City (NYC)Employment Type: Full-timeFLSA Classification: ExemptStart Date: ASAPAbout BravenBraven is a dynamic national nonprofit organization dedicated to empowering promising college students to secure impactful first job opportunities post-graduation through our innovative career-accelerating programs. Collaborating closely with higher education institutions and employer partners, we provide a transformative experience that begins with an engaging semester-long course for college students, followed by comprehensive support that extends through their graduation. Our collective ambition is to help rebuild the middle class and reinvigorate the American Dream.About the RoleTo realize our goal of serving 80,000 to 100,000 Fellows in the coming decade, Braven is seeking an Associate Director of Internal Communications. This crucial role is responsible for developing, leading, and implementing internal communication strategies that will enhance organizational clarity and foster a vibrant culture as Braven scales. This position is part of the Communications and Marketing team and reports directly to the Senior Director of Communications and Marketing.What You’ll DoStrategy & Operations (65%)Develop and execute an annual internal communications plan and strategies in collaboration with the People & Operations team and Braven's Alignment team. Key responsibilities include:Creating, distributing, and maintaining an organization-wide calendar.Crafting strategies and supporting content for national campaigns, such as Black History Month and staff spotlights.Establishing communication norms and guidelines for various platforms (e.g., Slack, email, Google Hub) to align with Braven’s culture.Leading training sessions on relevant tools, processes, and etiquette.Utilizing quantitative and qualitative insights to evaluate the effectiveness of communication strategies and make necessary adjustments.Exploring innovative approaches to engage staff with news and information, enhancing participation in key company initiatives.Content Creation (35%)Generate and drive communications regarding updates, campaigns, and change management that resonate with and align employees;Manage and implement strategic communications on various topics.

Feb 2, 2026
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Range logoRange logo
Full-Time|On-site|New York City

At Range, we are revolutionizing the financial landscape with our innovative AI-driven solutions designed to simplify financial challenges for our members. Our mission is to redefine wealth management by seamlessly integrating cutting-edge technology with expert human guidance. We prioritize delivering an exceptional member experience!Our comprehensive platform addresses a wide array of financial needs—covering investments, taxation, retirement planning, and estate management—ensuring all services are accessible through a single, user-friendly interface.Supported by prestigious investors such as Google’s Gradient Ventures, Cathay Innovations, and Scale Venture Partners, we are in a period of rapid growth and are eager to attract outstanding talent to join our dynamic team. Each member of our early-stage team is instrumental in shaping our culture and operational ethos—spanning backgrounds from former CEOs and startup founders to specialists from top hedge funds and technology firms.If you are passionate about making a meaningful impact in the financial services industry, consider joining Range. Here, you will influence how individuals manage their financial lives, collaborating with a team that celebrates achievements, drives significant decisions, and pioneers new paths together.

Feb 10, 2026
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Rilla logoRilla logo
Internship|On-site|New York City

Join Rilla: Pioneers of Conversation IntelligenceAt Rilla, we are at the forefront of revolutionizing offline commerce through our cutting-edge conversation intelligence software. Our innovative platform captures, analyzes, and organizes conversations, delivering critical insights that empower the essential businesses shaping our economy.Our mission is to bridge the gap between advanced technologies and the broader economy, ensuring that everyone can benefit from the innovations of the 21st century. As a testament to our rapid growth, we have achieved remarkable milestones, including scaling from zero to $40 million in just 3.5 years, maintaining a 15% monthly growth rate, boasting a Net Revenue Retention exceeding 170%, and achieving profitability.Your RoleAs a Software Engineer Intern, you'll play a vital part in our engineering team, rapidly developing and deploying features across the technology stack. Each day presents an opportunity to create end-to-end workflows, take them live, and tackle real-world challenges on a significant scale.You will set high standards for code quality and decision-making, helping to cultivate a world-class engineering culture as we expand. As our company grows tenfold, so will your responsibilities and opportunities—enabling you to build tools and models that propel both your career and Rilla forward.If you consider yourself 'obsessive' and have aspirations to be a founder or a leader in integrating AI with the physical world, Rilla is the ideal environment for you to thrive and learn.Technologies We EmbraceProgramming languages and frameworks including React, React Native, TypeScript, and PythonOpen-source technologies such as Node.js, PostgreSQL, Turborepo, Lodash, and ZodIndustry-standard build tools including GitHub Actions, Terraform, and SpaceliftOur Core ValuesA lifelong learner who is curious and eager to grow.A customer-centric individual who prioritizes solving real customer challenges over vanity metrics.A proactive team player who thrives on accountability, collaborative learning, and constructive feedback.Empathy is crucial; our clients are not tech firms but real-world businesses.Fearless in the face of failure; you see setbacks as learning opportunities.

Sep 11, 2025
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Variant logoVariant logo
Full-Time|On-site|New York City (SoHo)

Join Variant, a pioneering venture firm on the forefront of the crypto revolution, as we seek an Investment Partner for our Liquid Ventures division. We pride ourselves on identifying and supporting transformative projects, having been early investors in notable successes such as Uniswap, Morpho, World, Phantom, and Farcaster.At Variant, our dedicated and nimble team is deeply integrated into the operational fabric of the ventures we support. From strategic guidance and product development to tokenomics and incentive design, we collaborate closely with founders, providing the insights and support necessary to navigate the complexities of building groundbreaking projects.We are expanding our team with the addition of an Investment Partner - Liquid Ventures to drive our liquid investment strategy. This role blends in-depth, bottom-up investment analysis with overarching portfolio management, granting you comprehensive exposure to Variant’s investment landscape while working collaboratively with our skilled investment team.Thesis Development & Research: Refine and enhance our frameworks for identifying liquid investment opportunities. Delve into market structures, tokenomics, catalysts, and regulatory dynamics to formulate strong, defensible investment theses.Collaboration & Integration: Work alongside our investment team to ensure that our venture and liquid strategies complement each other. Share insights from liquid markets that can shape venture theses and vice versa.Portfolio Monitoring: Actively track and manage public tokens within our portfolio, including the development of buy and sell strategies. Collaborate with operations to ensure optimal execution in trading activities.Portfolio Support: Collaborate closely with founders to strategize on network launches, encompassing incentive models, tokenomics, market maker collaborations, and trading desk support.Ideal AttributesDigital Asset Investment Expertise: A minimum of 3 years in trading, research, or portfolio management, preferably within digital assets, hedge funds, or proprietary trading firms.Proven Track Record: Demonstrable success in liquid crypto markets, whether through personal or professional investments.Crypto-Native Understanding: A profound grasp of on-chain ecosystems, tokenomics, DeFi primitives, and governance structures. Active engagement in crypto communities is advantageous.Analytical Rigor: Exceptional aptitude for synthesizing data, constructing frameworks, and articulating clear and defensible investment theses. Comfortable operating with both qualitative insights and quantitative models.

Oct 3, 2025
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City of New York logoCity of New York logo
Full-time|On-site|New York City

The City of New York seeks a Deputy Chief Investment Officer to join its investment team in New York City. This senior leader plays a key part in overseeing the city’s investment portfolio and ensuring alignment with long-term financial objectives. Key responsibilities Support the management and oversight of the city’s investment portfolio Contribute to decisions on asset allocation Assist in monitoring and managing investment risk Work toward achieving the city’s financial targets Location This position is based in New York City.

Apr 25, 2026
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TriEdge Investments logo
Full-time|$250K/yr - $300K/yr|On-site|New York City

At TriEdge Investments, we specialize in creating innovative technology solutions that empower real businesses to improve their operations. With a diverse portfolio of over 30 companies and strategic partners, we collaborate closely with operators to develop and implement automation solutions that significantly enhance key performance metrics such as throughput, cost efficiency, and reliability. Our mission is to transform these effective solutions into scalable platform tools, establishing a sophisticated system that introduces modern automation to businesses often neglected by conventional software solutions.As a Staff Forward Deployed Software Engineer, you will take on the role of a senior technical leader, working directly with operators and clients to tackle complex challenges from the initial discovery phase through to production. Instead of following predefined specifications, you will pinpoint high-impact opportunities, collaborate with users and executives to refine requirements, and design scalable and reusable system architectures across our portfolio. You will remain actively engaged in coding while guiding technical strategies to ensure that our solutions are robust, secure, and aligned with long-term business goals.Key ResponsibilitiesConduct in-depth technical exploration with operators and clients to identify workflows, systemic challenges, and high-impact automation opportunities.Oversee the architecture and delivery of comprehensive systems that integrate web, cloud, data, and AI infrastructure, focusing on reusability and long-term scalability.Design and implement robust APIs, agentic workflows, and AI/ML-driven systems, establishing standards for intelligent automation development and deployment.Quickly prototype, develop, validate, and optimize solutions within live client environments, balancing speed with production-level reliability and user adoption.Establish technical direction for performance, scalability, security, and resilience, proactively identifying potential risks and addressing them before they affect customers.Facilitate cross-functional technical alignment with product teams, data analysts, and operators to ensure that solutions directly correlate with business outcomes and portfolio strategy.Ensure production excellence in client implementations, focusing on root-cause analysis, durable solutions, and systemic enhancements rather than temporary fixes.Act as a senior technical authority and trusted advisor to executives and operators while remaining deeply involved in coding and system design.About You

Jan 14, 2026
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Pantera Capital logoPantera Capital logo
Full-time|$150K/yr - $185K/yr|On-site|New York City

Pantera Capital is a pioneering institutional investment firm dedicated exclusively to bitcoin, digital currencies, and enterprises within the blockchain technology ecosystem. Established in 2013, Pantera launched the first cryptocurrency fund in the United States, followed by the first purely blockchain venture fund. In 2017, we further innovated by introducing an early-stage token fund. Currently, Pantera manages $5.6 billion across three distinct strategies: passive, hedge, and venture, all with a focus on bitcoin, digital currencies, and blockchain-related companies. We are seeking a dynamic Investment Analyst for our New York office to join the Liquid Token Fund, an open-ended investment vehicle primarily targeting liquid tokens. Your primary role will involve conducting thorough traditional fundamental research to uncover high-quality, long-term investment opportunities in the digital asset space. As a critical member of our team, you will collaborate closely with senior analysts to spearhead the investment process from inception to conclusion. The ideal candidate is a fervent public markets investor, eager to adapt conventional investment methodologies to this exciting new asset class.

Nov 4, 2025
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Contradict Capital logo
Full-time|$130K/yr - $250K/yr|Hybrid|New York City

Investment AnalystLocation: New York City (Hybrid)Type: Full-timeAbout UsAt Contradict Capital, we are a dynamic investment platform dedicated to acquiring and scaling lower-middle-market businesses through strategic control investments. Our long-term approach enables us to work closely with management teams, fostering operational improvements and sustainable value creation. Currently, we are deploying our inaugural institutional fund, boasting approximately $300 million in committed capital, with a focus on control-oriented private equity investments across select sectors.Position OverviewThe Investment Analyst will play a pivotal role in supporting all aspects of the investment lifecycle, encompassing sourcing, due diligence, execution, and portfolio monitoring. This position provides direct access to senior decision-makers and significant responsibilities within live transactions. The Analyst will collaborate closely with senior investment professionals on underwriting, due diligence, financing, and post-acquisition value enhancement initiatives.Key ResponsibilitiesAssist in deal origination efforts, including outreach, opportunity screening, and maintaining a live pipeline/CRM.Develop and maintain comprehensive financial models (3-statement, sources & uses, returns, sensitivities, scenario analysis).Conduct analysis of historical financials, normalize EBITDA, and pinpoint crucial due diligence issues and value drivers.Help prepare materials for the investment committee, including investment memoranda, presentations, and supporting analyses.Support execution tasks such as IOIs/LOIs, lender materials, CIM reviews, data room requests, and diligence trackers.Perform market and industry research (TAM, unit economics, competitive landscape, customer dynamics, pricing).Coordinate with third-party advisors (legal, accounting, insurance, lenders, QoE) and assist during diligence calls and meetings.Contribute to portfolio company reporting, KPI tracking, and performance analysis, including monthly/quarterly variance reports.Assist in developing repeatable tools and processes for underwriting, due diligence, and portfolio monitoring.Support ad hoc strategic initiatives as required across the firm.

Dec 28, 2025
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Rogo logoRogo logo
Full-time|On-site|New York City

Why Join Rogo?At Rogo, we're pioneering the future of financial analysis with Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at premier investment banks, private equity funds, and investment firms by providing AI solutions that offer unmatched speed, precision, and insights. We're not just enhancing financial workflows; we're revolutionizing them from the ground up.This is a rare chance to become part of a transformational company at a pivotal moment. With a rapidly expanding clientele, validated product-market fit, and support from leading investors, we are rapidly scaling and creating a new category within enterprise AI.Our team is composed of sharp, driven individuals who are deeply committed to our mission. We work with intensity, take ownership of complex challenges, and maintain a relentless focus on our users. If you excel in a fast-paced environment, demand excellence, and wish to contribute to the evolution of finance, we encourage you to apply.Your ResponsibilitiesThe Advisory team at Rogo consists of former bankers and investors who advise top financial institutions on implementing AI in their daily operations and strategic planning. You will lead client engagements from pre-sale to up-sell, cultivating consultative relationships and customizing demonstrations that resonate with investors and deal teams. Much like Solutions Architects secure the “technical win,” you will drive the “financial win” by translating Rogo’s capabilities into tangible impacts across banking and investment scenarios.Engage with bankers and investors at current and potential client organizations to understand and resolve their workflow challenges, while illustrating the value of Rogo's AI solutions.Establish yourself as a trusted expert in addressing clients’ specific needs (e.g., financial research for public companies, M&A advisory, company diligence workflows).Conduct tailored product demonstrations that reflect the unique contexts of various financial firms, asking questions to confirm how Rogo can deliver value and showcasing relevant features and benefits for each client's potential applications.Collaborate with the marketing team to create content that resonates with bankers and investors, customized to their specific practice areas and client demographics.Serve as the “Voice of the Customer,” utilizing your industry knowledge to assist the broader sales team in developing and implementing more effective strategies, and synthesizing customer feedback for the product team from a financial services perspective.

Jul 2, 2024
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City of New York logoCity of New York logo
Full-time|On-site|New York City

We are seeking a dedicated and analytical Investment Officer specializing in Infrastructure to join our dynamic team. This role involves evaluating and managing investment opportunities in infrastructure projects, ensuring alignment with the city's strategic objectives. The ideal candidate will possess strong financial acumen and an understanding of infrastructure investment strategies.

Mar 24, 2026

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