[Hiring] AI Automation Engineer / Operator @Pearl

Role Description

Our client is hiring an AI Automation Engineer / Operator to build and deploy AI-powered tools across both the internal investment team and a portfolio of operating companies. This role exists to accelerate the firm’s modernization efforts by automating high-impact workflows related to investment research, deal structuring, outreach, reporting, and operational execution.

• You will work directly with investment professionals, founders, and operators to identify business problems, design automation solutions, and ship working systems independently.
• The role combines technical execution with business partnership, requiring someone who can communicate clearly, operate asynchronously, and thrive in ambiguous environments.
• This is an execution-heavy role for a proactive builder who already uses AI-native tools daily and wants ownership over systems that create measurable leverage.
• Candidates who thrive here are highly resourceful, curious about finance and investing, and comfortable moving between technical implementation and stakeholder conversations.

Your Impact:

• Build AI-powered systems that improve investment research, outreach, and deal execution workflows.
• Reduce manual operational work by automating repetitive internal and portfolio company processes.
• Help leadership teams identify and execute automation opportunities that create measurable business leverage.
• Improve operational efficiency across multiple portfolio companies through scalable tooling and integrations.
• Contribute directly to faster decision-making, improved reporting workflows, and stronger cross-functional execution.
• Establish repeatable automation processes that support long-term AI adoption across the organization.

Core Responsibilities

• Internal Investment Team Tooling – 50%
  • Design, build, and maintain AI-powered internal tools that support investment research, outreach, and operational workflows.
  • Refine and extend an existing investor outreach web application with automated follow-up sequences and contact enrichment functionality.
  • Build a cap table waterfall modeling platform to streamline deal structuring and replace manual spreadsheet workflows.
  • Develop an AI-driven investment thesis memo generation system that aggregates research and produces firm-aligned outputs.
  • Identify new automation opportunities across reporting, workflow management, and investment operations.
• Portfolio Company Fractional Tech Support – 50%
  • Serve as a fractional automation operator across portfolio companies on a project basis.
  • Gather requirements directly from founders and operators and translate business pain points into working AI solutions.
  • Build internal applications, automations, dashboards, and workflow systems tailored to portfolio company needs.
  • Oversee lightweight technical implementation projects and support operational deployment.
  • Deliver scalable systems that portfolio company teams can maintain after handoff.
• Cross-Functional Communication & Business Partnership – Embedded Across Responsibilities
  • Collaborate with technical and non-technical stakeholders across investment and portfolio company teams.
  • Communicate proactively through async channels and participate in daily sync meetings.
  • Support ad hoc financial analysis and operational tasks using AI tools and automation workflows.
  • Operate with high ownership and independently scope, prioritize, and execute projects.

Qualifications

• 3+ years of experience in AI automation engineering, software engineering, workflow automation, or related technical roles.
• Demonstrated experience building and shipping AI-powered tools, automations, or internal systems used in real business environments.
• Strong Python proficiency and experience working with APIs, webhooks, and authentication flows.
• Active daily use of AI-native tools such as Claude Code, Codex, Cursor, N8N, Zapier, or similar platforms.
• Strong English communication skills, both written and verbal.
• Ability to gather requirements, scope projects independently, and execute without heavy oversight.
• Strong problem-solving skills and comfort operating in fast-paced, ambiguous environments.
• Genuine interest in business operations, finance, investing, or operational strategy.
• Experience collaborating cross-functionally with technical and non-technical stakeholders.

Nice-to-Haves (Preferred)

• Prior exposure to investment firms, private equity, hedge funds, fintech, ERP systems, or accounting platforms.
• Experience working with US-based or global remote teams.
• Familiarity with agent frameworks, vector databases, RAG architectures, or AI observability tools.
• Basic front-end development experience using JavaScript or TypeScript.
• Experience building dashboards, internal tooling, or operational reporting systems.
• Educational background from a top university in your country.

Tools Proficiency

• Must-Haves (Required)
  • Claude Code
  • Codex
  • Cursor
  • N8N
  • Zapier
  • Python
  • REST APIs
  • Webhooks
  • GitHub
  • Signal
• Nice-to-Haves (Preferred)
  • Make (Integromat)
  • JavaScript
  • TypeScript
  • AWS
  • Supabase
  • LangChain
  • Vector Databases
  • RAG Architectures
  • LangSmith
  • Langfuse

Benefits

• Competitive Salary: Based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

• Application
• Screening
• Skills Assessment
• Top-grading Interview
• Client Interview
• Job Offer
• Client Onboarding

Ready to Join Us?

If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.